Quick Update In a quick update to kick off 2021, I wanted to summarize my correct calls, and what I profited on since beginning to publish...
In the first of a two part series, IQVIA’s Sarah Rickwood covers nine key trends and events that The post Nine for 2021: The COVID-19 legacy...
Here Are The Top 5 Consensus Trades As We Enter 2021 At the start of every year, the Wall Street consensus is infatuated with a set...
World Out Of Whack: Global Market Commentary And Outlook Submitted by Ritesh Jain of World Out Of Whack Today, much like in the past, it is...
Bitcoin & Bullion Bounce, Stocks Slammed As "Everything Rally" Fades Early In 2021 Update (1020ET): The Wall Street Journal's 'speculation' that the euphoria will continue in...
Quick Update As a quick update to kick off today’s newsletter, I would like to summarize my correct calls and what I profited on since beginning...
Designing and managing portfolios that maximize diversification is challenging in the best of circumstances. In the wake of this year’s coronavirus pandemic, the task has become...
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...
The S&P 500 closed down for the third consecutive day (Dec. 22), despite Congress’s long-overdue approval of an economic stimulus package. Q3 2020 hedge fund letters,...
By Annamaria De Crescenzio, Annamaria Kokenyne, Dennis Reinhart, and Julia Schmidt The COVID-19 health and economic crisis has once again focused attention on the fickleness of...
HeidelbergCement is reportedly exploring the potential divestment of some of its U.S. assets as the company looks to streamline its operations. Bloomberg has reported that people...
Saxo: Equity Trends In 2020 & What To Expect Next Year Authored by Peter Garnry, Head of Equity Strategy at Saxo Bank, Summary: This year has...
There is always a lot of interest in predicting the future, especially at this time of year when experts telling us what to expect over the...
Investors AlleyMake Bond Buying More Lucrative For You There have been periods in the past during which investing in bonds was interesting. Some of the best...
The foreign exchange market sees an average daily turnover of around something on the magnitude of $6.6 trillion a day.
Markets ended 2020 in a buoyant mood, with emerging market spreads tightening in the final quarter as the US election result and positive vaccine news provided...
Shares of American companies rebounded last week, forging into record territory before edging back by the close of the trading week on Friday, Dec. 18. When...
Domestic demand growth, import substitution and technological self-sufficiency will be key drivers for investment decisions and opportunities in the coming year. Policy will focus on industrial...
This Week in Apps, the weekly TechCrunch series that recaps the latest in mobile OS news, mobile applications and the overall app economy.
A holiday-shortened week will see dwindling participation. The lighter activity could make for either subdued price action or volatile activity. Brexit is a gift that keeps...
UBS Chief Economist: There Is No Inflation, Consumers Are Just Imagining It Tyler Durden Fri, 12/18/2020 - 15:11 Yesterday we asked if it was time to...
FEMSA – Is “The Most Interesting Company In Mexico” Interesting Enough? by memyselfandi007, Value And Opportunity Q3 2020 hedge fund letters, conferences and more Background: Whenever...
Three quarters of the year with many economies in one form of lockdown or another has left investors with many questions. How will the recovery proceed?...
Why Albert Edwards Is Starting To Panic About Soaring Food Prices Tyler Durden Thu, 12/17/2020 - 16:41 Is it time to worry about food inflation? The...
US monetary policymakers have left key interest rates in the world’s largest economy at rock-bottom levels and indicated higher policy rates are still several years away....
The Covid-19 pandemic has led to a major upswing in virtual learning — where some schools have gone (and stayed) remote, and others have incorporated significantly...
There Are Three Things That Can Kill The "Perfect Reflation Trade": Lessons From Two World Wars Tyler Durden Wed, 12/16/2020 - 21:10 By Michael Every of...
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...
In the midst of a major second wave of coronavirus infections across Europe, an Estonian startup that’s building an on-demand network to move food and people...
Investors betting on ‘trends’ have been disappointed over the last four years. After rallying by 30% between mid-July 2014 and December 2016, the US dollar has...