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...
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...
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...
'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....
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,...
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...
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...
Sorfis Investment’s annual letter to clients for the year ended December 31, 2020, discussing the unpredictable aspect of the markets. Q4 2020 hedge fund letters, conferences...
S&P Futures Reverse Losses, Trade Near Record High Despite China Bubble Warning After sliding for much of the Asian session, US equity futures reversed sharply and...
Equity markets drop over stimulus rumblings If financial markets needed any further confirmation that the US fiscal stimulus was the only game in town, the buy-everything...
Hazelton Capital Partners commentary for the fourth quarter ended December 31, 2020. Q4 2020 hedge fund letters, conferences and more Dear Partner, Hazelton Capital Partners, LLC...
Nasdaq Futures Surge On Wave Of Upgrades Ahead Of Crazy Earnings Week; EMini Flat Stocks fluctuated in early Monday trading, with US equity futures and global...
The Mystery Of The Stagnated Productivity Growth Authored by Tuomas Malinen via GnSEconomics.com, In late 2017 we reported, as probably the first macroanalytic firm in the world to...
Goldman's Clients Are Freaking Out About A Stock Bubble: Here Is The Bank's Response One doesn't have to be a "legendary" investor to call out bubbles,...
Klaus Schwab's "Magic Money Tree" Prediction Is Coming True Authored by Joseph Jankowski via PlanetFreeWill.news, If you knew where the tree that grew money from its...
Keynesians Going All-In Authored by Alasdair Macleod via GoldMoney.com, Mainstream economists are celebrating Joe Biden’s election as US President. For Keynesians, the outlook is for a...
The company isn’t bankrupt, it just doesn’t have the right currency in its reach to repay debts coming due. YPF is Argentina’s (former) gold mine, in...