And Beneath The Chaos, Reddit Likely Just Saved Two Failing Businesses In American Airlines And AMC Much of the focus over the last week has been...
Let’s talk portfolio defense. After last week’s social flash mob market manipulation, that’s a topic that should not be ignored. Now, this is not to say...
An abridged version of this article first appeared in Investment Week (print edition, 1 February 2021, p. 14) The past five years have seen an exponential...
In recent years, a heterodox model called “Modern Monetary Theory” (MMT) has gained adherents. For those who follow the policy debate in the media, this theory...
Gold Price Framework Update: The New Cycle Accelerates Via Goldmoney Insights, Gold prices rallied 25% in 2020 after having gained 19% the year before. We believe...
2021 - A Disappointment Of Growth And Disinflation Authored by Lance Roberts via RealInvestmentAdvice.com, As we head into 2021, there is a large consensus that the...
Looking at the next chart, you will find a clear trend in motion. Undeniably. And still, there is always this feud between fundamentalists and chartists. In...
Rickards On The Resurgence Of Silver Authored by Jim Rickards via The Daily Reckoning, Most investors who focus on precious metals and commodities know that gold...
The year 2020 was a roller-coaster ride for the financial markets. The markets around the globe tumbled in the first half of the year following the...
As we head into 2021, there is a large consensus that the massive monetary interventions in 2020 will lead to an explosion of economic growth, inflation,...
Crescat Capital commentary for the fourth quarter ended December 31, 2020, discussing that gold and silver mining companies now trade with a higher free cash flow...
Is This 'The Market Spring'? Authored by Bill Blain via MorningPorridge.com, Is this the Market Spring? There is a serious mass delusion underway. It can only...
Powerful corrective forces continue to grip the market. After a large rally to start the New Year, the correction is punishing.
Futures Slide Amid Fears WallStreetBets Will Again Steamroll Greenwich Late last night when futures were sliding by 1% following Robinhood's flipflop and its decision to allow...
Crypto and other potential risky assets almost took the spotlight from real estate in 2020 The US surprised home owners to the upside in 2021, particularly...
In his latest strategy note, Alastair George, the Chief Investment Strategist for international investment research and consultancy firm Edison Group, gives his outlook on global equity...
'Epic' Gold Market To Follow "Epic Stock Market Bubble" Authored by Egon von Greyerz via GoldSwitzerland.com, Most investors are more interested in getting richer than preserving...
At its January FOMC meeting, the Federal Reserve held interest rates steady – they are near rock-bottom now, and to no one’s surprise, the Fed is...
Studies have shown that highlighting individual responsibility isn’t quite as effective as it seems
Tokopedia, Lazada, Shopee, and other firms created an e-commerce market in Indonesia in the past decade, making it possible for consumers to shop online in the...
Black Bear Value Partners LP annual letter to investors for the year ended December 31, 2020. Q4 2020 hedge fund letters, conferences and more “Nothing valuable...
Key Takeaways We expect global issuance in sustainable debt to surpass $700 billion in 2021, driven by an acceleration of green-labeled bond issuance and continued growth...
The US dollar is soaring in the middle of the trading week, buoyed by a triple-digit decline in the financial markets. But investors have also been monitoring the Federal Reserve and potential hints as to what to expect from monetary...
No Bubble Here, Just BTFD, Kolanovic Reassures JPM Clients With bank after bank after bank piling on with warnings that the market is due for a...
FOMC Warns Recovery, Job Market Has "Moderated" Since the last FOMC meeting, on December 16th, stocks are clinging to gains as bonds have lost the most...
By Tobias Adrian and Fabio Natalucci “The vaccines are here!”—the cry heard and welcomed the world over—has boosted hopes of a global economic recovery in 2021....
Futures Tumble Ahead Of The Fed Amid Growing Hedge Fund Forced Liquidation Fears US equity futures tumbled and European share indexes fell on Wednesday as investors...
Blain: The Market's Madness Will Continue, "We're In A New World" Authored by Bill Blain via MorningPorridge.com, “Future's made of virtual insanity now… for useless, twisting,...
Imposition of financial discipline to reduce moral hazard is more of a risk to Chinese economic growth in 2021 than a tightening of monetary policy. As...
Joe Camporeale-USA TODAY SportsWhile the induction ceremony will have participants to catch up from the COVID cancelled 2020 class, no one was elected from this round...