Logos LP commentary for the month of December 2020, titled, “The Myth of Icarus.” They discuss cycles vs. bubbles, the next COVID-19, bitcoin could replace gold,...
Futures Slide On Fresh Brexit Turmoil, US-China Tensions Tyler Durden Mon, 12/07/2020 - 08:01 After opening at a new all time high on Sunday evening following...
The recent bull run in the major asset classes continued last week as foreign high-yield bonds and US real estate investment trusts (REITs) shared first place...
Stunning to see the weekly monetary aggregates (M2) continue to grow at an unprecedented 25 percent year-on-year rate. Not so stunning to see the stock market...
Morgan Stanley: "The Biggest Debate About 2021 Isn't Where The Market Is Going. It's How It Gets There" Tyler Durden Sun, 12/06/2020 - 18:15 By Andrew...
Why Central Banks Will Double-Down On 'Lending Schemes' Tyler Durden Sun, 12/06/2020 - 09:20 Authored by Huw van Steenis, op-ed via The Financial Times, Of all...
The dollar's decline accelerated and broadened last week. It convincingly broke out of its recent ranges. Tactically, we did not expect the sustained break ahead of...
The broader U.S. market averages rallied about 2% this past week, led by the Energy and Technology sectors. Outside of stock prices, bonds and the U.S....
JPMorgan Warns Crowded Trades And Euphoric Consensus Are The Biggest Threats For Markets Tyler Durden Sun, 12/06/2020 - 09:55 Last month, during our 13-F postmortem, we...
In this issue of "Sign, Sign, Everywhere A Sign. But Investors Disregard." Bullish Bias Continues Into December Sign, Sign, Everywhere A Sign Portfolio Positioning Update...
Europe is center stage in the week ahead. It is not as if there are not other important events or economic data due out. After all,...
Bernie Sanders’ economic advisor Stephanie Kelton, a leading voice behind the push to spend more on progressive priorities, appearing in the Intelligence Squared U.S. debate on...
Commenting on a future Covid-19 stimulus deal today’s trading Gorilla Trades strategist Ken Berman said: Q3 2020 hedge fund letters, conferences and more The steep drop...
Dollar Dump Sparks Bid For Bonds & Bullion; Pfizer Faux-Pas F**ks Stocks Tyler Durden Thu, 12/03/2020 - 16:00 Disappointing Services ISM data today along with over...
Researchers look to animals to find clues in proteins involved in infection Credit: Jaswinder Singh What makes the elderly and people with underlying conditions more vulnerable...
"Zombies" Are For Amateurs: The Negative EBITDA Vampires Are On A Rampage Tyler Durden Thu, 12/03/2020 - 13:45 There are zombie companies - those undead US...
The Australian dollar is in positive territory for a third straight day, as the currency trades above the 0.74 level. Currently, AUD/USD is trading at 0.7429,...
Creator Of The Bond VIX: It All Comes Crashing Down After 2025 Tyler Durden Wed, 12/02/2020 - 18:26 By Harley Bassman, creator of the MOVE index,...
It has become clear by now that central bank digital currencies, or CBDCs, will be in our future and the technology will fundamentally change the use...
Just How Frothy Is The Stock Market? Tyler Durden Wed, 12/02/2020 - 15:10 Authored by Bill Blain via MorningPorridge.com, As 25,000 UK retail workers get set...
Are share markets cheap or expensive right now? Well, it depends who you ask. And there are plenty of people happy to offer their opinion. But...
December 2, 2020 Update: One of the big news items for Tesla stock has been its addition to the S&P 500. There has been speculation about...
Futures Fall From Record As Traders Ignore Latest Vaccine News, Seek New Catalysts Tyler Durden Wed, 12/02/2020 - 07:58 US index futures dropped and European shares...
While many emerging market currencies have posted lackluster returns this year, the Chinese renminbi has been a clear outperformer, having appreciated by 5.9% against the US...
The Australian dollar is trading quietly on Wednesday. Currently, AUD/USD is trading at 0.7378, up 0.09% on the day. The Aussie is closing in on the...
A "Titanic Taper Tantrum"? JPMorgan Expects Bond Demand To Tumble By $600BN In 2021 Tyler Durden Tue, 12/01/2020 - 19:45 Two weeks we showed a concerning...
Mario Draghi’s sunset retirement festivities weren’t supposed to have gone off this way. Celebrated for his July 2012 “promise” to save the euro, he instead spent...
Investors AlleyThis Trade Gives You “Dividends” With GLD There are a few asset types that typically serve as safe-haven investments—assets commonly used by investors when they...
By Philip Lawlor, Head of Global Investment Research, FTSE Russell. Vaccine-lifted hopes of a quicker return to economic normalcy have triggered dramatic reversals across global financial...
A number of local state-owned enterprises (SOEs) defaulted on their debt recently, causing the Chinese fixed income market to sell off and putting upward pressure on...