Why There Is Literally No "Cash On The Sidelines" Authored by Lance Roberts via RealInvestmentAdvice.com, In the later stages of a bull market advance, the financial...
When politicians from completely opposite sides of the ideological spectrum agree on something, it’s usually a really good idea—or a really bad one. The latest example...
In the later stages of a bull market advance, the financial media and Wall Street analysts start seeking out rationalizations to support their bullish views. One...
Stephen Moore Breaks With White House, Calls Trump's $2,000 Stimulus Push "Absurd" Economist and President Trump's economic adviser Stephen Moore dismissed the need for a "massive...
The EU Is At Risk Of Becoming Subservient To China Authored by Bruce Wilds via Advancing Time blog, The EU is taking the path of strengthening...
2020 was a year of extremes. U.S. stocks closed at record highs on Thursday, before an extended holiday weekend. Utility stocks led the way higher this...
Illustrated (red squares): Figure 1: GDP as reported (black), Administration current forecast (red squares), and WSJ December survey mean (blue). Trough assumed to be 2020Q2. Source:...
Investing in a state of fear is to buy likely winners and hedge away the fear.
In this issue of "So Far, The Bulls Are Disappointed In Santa." An Administrative Note Only Two-Days Left For Santa To Deliver Portfolio Positioning Update MacroView:...
2020: The Year Things Started Going Badly Wrong Authored by Gail Tverberg via Our Finite World blog, How today’s energy problem is different from peak oil...
Charting 2020 – A Year Of Speculative Mania Authored by Lance Roberts via RealInvestmentAdvice.com, As we prepare to wrap up the year, 2020 will go down...
Each week, the Brookings Africa Growth Initiative team highlights figures related to African economic growth and development. These so-called “Figures of the Week” include visuals from...
This Fed Policy Is "Scandalous" Via SchiffGold.com, Peter Schiff has been saying that all of the “help” the US government and the Federal Reserve have offered up...
Futures Hit New Record High After House Approves $2,000 Stimulus Checks US index futures and global stocks rose for a fourth straight day, hitting new all...
China To Overtake US By 2028; Ushering In Dollar's Demise? Americans must wake up to the ugly reality that China will overtake the U.S. to become the world's...
This year has been a slow-motion train wreck on many levels. Americans have understandably been so preoccupied with the election and the unprecedented violations of individual...
The End Game Authored by Kevin Smith and Tavi Costa via Crescat Capital, Dear Investors: Markets are cyclical. Today, stocks trade at record high valuations while...
How Real-Time Data Changed Everything Submitted by Nick Colas of DataTrek To set the stage for this discussion, I’ll start with the story of when I...
The 10 Most Important Changes Of The Past Year Authored by Louis-Vincent Gave via Evergreen Gavekal blog, "Time changes everything except something within us which is...
Investors AlleyThe Fed Doesn’t Have A Problem With Fake Money – America Does! I chuckled when I read the Wall Street On Parade (WSOP) article, “Congresswoman...
Emerging Market Vulnerability Heatmap By Wouter van Eijkelenburg of Rabobank Summary We have updated our emerging markets heatmap which provides a comprehensive overview of the relative...
Why The Second Stimulus Won't Have Much Economic Impact Authored by Lance Roberts via RealInvestmentAdvice.com, In October, I discuss how the “2nd Derivative Effect” would mute the impact...
In October, I discuss how the "2nd Derivative Effect" would mute the impact of future stimulus programs. With the passage of the $900 billion stimulus package,...
In Historic Reversal, China's Credit Impulse Just Peaked: What This Means For Global Markets Back in June 2017, we wrote that if one had to follow...
2021 Sustainable Finance Predictions from Refinitiv’s Elena Philipova Q3 2020 hedge fund letters, conferences and more This year has been unprecedented, with the pandemic, changes in...
Rabo: The Second Largest Chunk In The Covid Bill Is Helicopter Money By Philip Marey, senior US strategist at Rabobank The Strain The highly contagious new...
Air pollution in India contributed to 1.67 million deaths, loss of 1.36 percent of GDP, finds new report led by US and Indian researchers Credit: Mark...
As we prepare to wrap up the year, 2020 will go down in the record books as a year of the "unexpected." While no one expected the...
Eurizon Asset Management’s investment view and risk scenarios for 2021. Q3 2020 hedge fund letters, conferences and more Scenario 2021 In 2021, the global economy should...
Morgan Stanley Warns "Recent Outperformance And Extended Valuations" Will Limit Upside In Semiconductor Stocks Given that valuations of the US stock market have risen to record...