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...
In 2019, we wrote about how corporate share repurchases, or "stock buybacks," had accounted for nearly all buying in the market. A year later, that significant...
Goldman's European Traders Summarize The "Unforgettable" 2020 In 10 Charts Tyler Durden Fri, 12/18/2020 - 12:05 In its final report for the year, Goldman's European Weekly...
Recently, President-Elect Joe Biden named Janet Yellen to be his administration's Treasury Secretary. Yellen quickly proclaimed the reason "I became an economist was because I was...
The Australian dollar has posted strong gains in the Thursday session. AUD/USD is currently trading at 0.7629, up 0.67% on the day. The Aussie remains red-hot,...
For several decades U.S. policy has been gradually “tilting” toward Asia. With a population of 650 million and an average economic growth rate of 5 percent,...
If you're worried about taxes (and who isn't?), consider these ideas for 2020 and beyond. Daily, I communicate with professionals, mentors, and people who inspire me....
Markets are torn between short-term concerns and medium-term hopes, moving in narrow ranges. Equities have been range-bound as the year-end, and with it slower trading, approaches. The...
The COVID-19 pandemic has substantially reduced cross-border travel as countries place restrictions on movement to manage the health crisis. However, the costs of these restrictions are...
Can We Trust Mr. Market's Booming Economic Outlook? Tyler Durden Wed, 12/16/2020 - 09:05 Authored by Michael Lebowitz via RealInvestmentAdvice.com, The Sopranos- Season 1 Episode 5...
We find low taxes on the rich bring economies little benefit, this suggests there is a strong economic case for raising taxes on the rich to...
Can We Trust Mr. Market’s Booming Economic Outlook? The Sopranos- Season 1 Episode 5 “College” Meadow Soprano speaking to her father Tony: “Are you in the...
In the year before COVID-19 swept the country, a smaller share of Americans changed residence than in any year since 1947, when the Census Bureau first...
On My Radar: Minus 43.8% Correction To Fair Value by Stephen Blumenthal “Rule #3: There are no new eras – excesses are never permanent.” – Bob...
Yields of sovereign developed market debt have fallen to record lows in 2020. Daniel Morris, chief market strategist, and Olivier De Larouzière (OL), head of multi-strategy...
In a recent interview, Dr. Robert Shiller justified "sky-high" stock prices by using a measure called the "Earnings CAPE yield" or ECY. To wit: "There has...
It's that time of year when Wall Street analysts started trotting out the predictions for earnings growth and stock market targets for the coming year. Unfortunately,...
Earnings Growth Will Disappoint In 2021 Tyler Durden Sat, 12/12/2020 - 11:25 Authored by Lance Roberts via RealInvestmentAdvice.com, It’s that time of year when Wall Street...
What If All Americans Exercised Regularly? Tyler Durden Fri, 12/11/2020 - 21:40 Authored by Ross Pomeroy via RealClearScience.com, Fewer than one in four Americans get enough physical...
New technology is needed for our failing food systems; but anticipating trade-offs is crucial to making sure fixes do not create unmanageable new problems Credit: Neil...
By Tahsin Saadi Sedik and Rui Xu In the months and years following previous pandemics, the countries most affected saw a rise in social unrest. Based...
It’s been clear for weeks that economic growth is slowing due to the resurgent coronavirus. A clear sign of the change in the macro trend emerged...