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...
BofA: Bitcoin Is Now "The Mother Of All Bubbles"... This Is How It Could Burst Back in late 2017 when bitcoin surged higher to reach what...
Combine years of ludicrous leverage and the pandemic collapse, and many companies are living on borrowed time.
Social bonds could help mitigate the economic damage caused by the COVID-19 pandemic, at least in the short term. While on the surface, most bond issuances...
The US dollar is looking to log a gain in the first trading week of 2021 as investors potentially seek refuge in the conventional safe-haven asset. The US government reported a worse-than-expected jobs report for December, driven by a resurgence...
In 2019, I discussed the disconnect between the markets and the economy. After years of Central Bank interventions, stock markets have soared to record highs, while...
The Most Important Numbers Of 2020 & The Golden Future Of 2021 Authored by Matthew Piepenburg via GoldSwitzerland.com, Below, we take another deep dive into the...
Bitcoin Surges Above $40k As Crypto Assets Top $1 Trillion Update (1230ET): Having broken above $38k and $39k in the last hour, Bitcoin prices have continued...
Vltava Fund’s letter to shareholders for the fourth quarter ended December 2020,discussing the three types of inflation being: monetary inflation, asset price inflation, and consumer price...
The US dollar is extending its winning streak to two sessions toward the end of the first trading week of 2021. The greenback, which has come under pressure over the last nine months, is...
Nostalgia is a powerful emotion, but we shouldn't let it take over our lives.
Crypto Assets Top $1 Trillion Market Cap As Novogratz Sees New Stimulus Checks Funding More Bitcoin Buying Amid the chaotic scenes in DC yesterday, and confirmation...
Stocks Grind Higher As Focus Turns From Capitol Chaos To Coming Stimulus Bonds erased early losses and stocks give back opening gains, drifting back within Wednesday’s...
By Karen Schenone, Head of US iShares Fixed Income Strategy at BlackRock. Learn how iShares high yield bond ETFs can help generate income in a low...
As fake news and propaganda increase, a worthwhile New Year's resolution is getting out of the habit of spreading misinformation. And like any habit, becoming aware...
Rates Are Blowing Out: A 1% Increase In 10Y Yields Will Slash P/E Multiples By 18% As Bloomberg macro technician William Maloney writes this morning, after...
FOMC Minutes Show Fed Discussing 2013-Like Taper To Bond-Purchases Two days after Atlanta Fed President Raphael Bostic says the central bank might taper its bond purchases later this...
Three Records Broken In 2020 That Were Less Than Ideal Authored by Michael Maharrey via SchiffGold.com, With the coronavirus pandemic serving as a backdrop, 2020 was...