Peter Schiff: Commodity Boom Isn't About Economic Growth; It's About Inflation Via SchiffGold.com, Commodities are booming. A lot of people seem to think this is a...
Stocks, Yields Rise On Expectations Of "Biden's Trillions"
Blain: Distracting Times Authored by Bill Blain via MorningPorridge.com, "Some men are born mediocre, some men achieve mediocrity, and some men have mediocrity thrust upon them....
The Trump impeachment vote was overshadowed by momentous scenes at 0530 this morning in South Jakarta, as Queen Cricket returned to her palace. The unannounced royal...
US stocks are modestly higher as investors await details of President-elect Biden’s multi-trillion-dollar stimulus package, further clues if some Fed members are becoming a little bit...
The Great Rotation Authored by Kevin Smith and Tavi Costa via Crescat Capital, Dear Investors, It is time to gird for full Modern Monetary Theory. With...
Futures Fall Ahead Of Key Inflation Print On Impeachment Wednesday The dollar rebounded from Tuesday's selloff, as global markets dropped with S&P futures down 8 points,...
Blain On QE's Consequences For Bitcoin, Bonds, & Bullion Authored by Bill Blain via MorningPorridge.com, “Weebols wobble but they don’t fall down..” This morning’s comment is...
"Aqualung": Jeff Gundlach Webcast Live Feed The start of a new year, means it is time for the bond king Jeff Gundlach, CEO and CIO of...
The Canadian dollar has settled down after getting whipped by the greenback on Monday. Currently, USD/CAD is trading at 1.2766, down 0.14% on the day. US...
New research reveals how talk of a K-shaped recovery misses the point.
The Japanese yen is flat in the Tuesday session. Currently, USD/JPY is trading at 104.22, down 0.04% on the day. Dollar rally sends yen above 104...
The Chinese yuan is adding to its strong start to 2021 against the US dollar on Tuesday. The yuan, which has been one of the top-performing currencies in foreign exchange markets over the last eight months,...
S&P Futures Rebound Even As Treasury Yields Blow Out Into "CTA Redline" Territory Global stocks and US equity futures rebounded from the recent selloff as investors...
The Japanese yen is flat in the Tuesday session. Currently, USD/JPY is trading at 104.22, down 0.04% on the day. Dollar rally sends yen above 104...
The world is still battling a pandemic, the US government is in turmoil and there’s no shortage of other events lurking on the global stage that...
New research reveals how talk of a K-shaped recovery misses the point.
Overview: The capital markets were stabilizing today after dramatic moves yesterday. Equity markets are recovering, and the dollar is paring yesterday's gains. Most equity markets in...
Italian Government On Verge Of Collapse Amid Battle Over EU COVID Relief Under the leadership of Premier Giuseppe Conte, Italy's government has enjoyed a degree of...
New research reveals how talk of a K-shaped recovery misses the point.
The Perfidious Effects Of Money Printing Via SchiffGold.com, There were a number of inauspicious records set in 2020 and the impacts will continue to reverberate through the economy...
Logos LP commentary for the month of January 2021, titled, “Amor Fati.” They discuss Trump mobs, Buffett’s battles, Joe Biden and the Dems, bubbles, plagues, lockdowns,...
This is a talk I gave for IGIER at Bocconi (zoom, sadly) Jan 11 2021. Olivier Blanchard also gave a talk and a good discussion followed....
Howard Marks memo to Oaktree clients for the month of January 2021, titled, “Something of Value.” Q3 2020 hedge fund letters, conferences and more If asked...
New research reveals how talk of a K-shaped recovery misses the point.
Futures, Bitcoin Slide As Buying Frenzy Fizzles; Dollar Jumps US equity futures and world stocks dropped from Friday's record highs on Monday as a mood of...
"A Huge Reversal" - Louis Gave Warns "Inflation Will Come Back With A Vengeance" Authored by Mark Dittli via TheMarket.ch, Louis-Vincent Gave, CEO and co-founder of...
Fed-Driven Bubble Destined To End Badly Authored by Bruce Wilds via Advancing Time blog, Reassurance from central banks is only emboldening investors to add to their...
The US election in early November was an inflection point. Stocks have rallied. The dollar has been sold. The rise in US yields has dragged up...
Five Forces Driving the 2021 Economy Social, cultural, and behavioral patterns create economic forces evident in the buying and selling of goods and services. The pandemic...