By Tobias Adrian and Fabio Natalucci “The vaccines are here!”—the cry heard and welcomed the world over—has boosted hopes of a global economic recovery in 2021....
Futures Tumble Ahead Of The Fed Amid Growing Hedge Fund Forced Liquidation Fears US equity futures tumbled and European share indexes fell on Wednesday as investors...
Sorfis Investment’s annual letter to clients for the year ended December 31, 2020, discussing the unpredictable aspect of the markets. Q4 2020 hedge fund letters, conferences...
BofA Warns "Take Profits" Ahead Of Coming Correction We shared a note on Sunday from Morgan Stanley asking "What To Do About All This Optimism" the...
Commenting on 3M and Raytheon’s earnings report and today’s trading so far, Gorilla Trades strategist Ken Berman said: Q4 2020 hedge fund letters, conferences and more...
Equity markets drop over stimulus rumblings If financial markets needed any further confirmation that the US fiscal stimulus was the only game in town, the buy-everything...
Nasdaq Futures Surge On Wave Of Upgrades Ahead Of Crazy Earnings Week; EMini Flat Stocks fluctuated in early Monday trading, with US equity futures and global...
US dollar rises, equities ease Whether the end of last week was a bit slow news-wise, an inauguration comedown, or just investors reducing risk exposure in...
Goldman's Clients Are Freaking Out About A Stock Bubble: Here Is The Bank's Response One doesn't have to be a "legendary" investor to call out bubbles,...
Big tech in focus Earnings season is up and running and next week will see some huge names reporting on the fourth quarter including Facebook, Apple...
Futures Slide As Euphoria Fizzles On Renewed Lockdown Fears Global shares slid from record highs, and US equity futures stumbled on Friday, halting a rally fuelled...
Wall Street positive but Asia cautious Wall Street had another positive session overnight, but a few swirling doubts have crept into Asian markets, with equities across...
JPMorgan Tries To Slam Bitcoin Again, Fails Spectacularly In its third attempt to talk down bitcoin in the past two months (see here for attempt #1,...
The Harbinger? Authored by Sven Henrich via NorthmanTrader.com, Record market prices again on Inauguration day as equities continue on the Stretched path. In a world that is uniformly...
It’s too early in the new year to draw conclusions, but the initial results for 2021 look promising for equity markets in Asia outside of Japan,...
US stocks roared higher on strong tech earnings and as President Biden was sworn in and is widely expected to unleash several well-telegraphed executive orders. Risk...
Evermore Global Advisor commentary for the month of October 2020, discussing the EU recovery plan. Q4 2020 hedge fund letters, conferences and more Opportunity Highlights We...
Recent news about the COVID-19 pandemic has been worrying, with more contagious strains of the virus spreading internationally, rising contamination rates, and healthcare systems on the...
Value stocks and high-risk stocks are the most likely to outperform in the coming months: Q4 2020 hedge fund letters, conferences and more Certainty in US...
Futures Trade Near Record As Nasdaq Jumps On Netflix Blowout Quarter S&P futures rose with European stocks on Wednesday, buoyed by earnings and hopes for more...
Five Drivers of Markets in a Biden Administration The reasons to be bullish on stocks continue to mount. Bloomberg, January 20, 2021 Government spending...
Yellen says more stimulus on its way Wall Street got back to business as usual overnight, buying equities and selling the US dollar as Janet Yellen,...
Asian equities edge higher on stimulus story Incoming Treasury Secretary Janet Yellen made all the right noises as far as Wall Street was concerned at her...
Insights into the market and economic conditions from the wealth advisors and portfolio managers at Bel Air Investment Advisors, an investment firm that focuses on overseeing and managing the over $8 billion...
Signs Of Exuberance Warn Of Correction Authored by Lance Roberts via RealInvestmentAdvice.com, During the past couple of weeks, I have discussed the rising levels of exuberance in the...
High market values normally lead to lower dividend yields - 2 Big Dividend Stocks Yielding at Least 10%
Crude prices rally Crude prices are rallying following a weaker dollar but are nothing to brag about considering the slide seen at the end of last...
Roubaix Fund Composite commentary for the fourth quarter ended December 31, 2020. Q3 2020 hedge fund letters, conferences and more Dear Partners, During the fourth quarter...
Goldman Smashes Revenue, Profit Expectations As Loss Provisions Slide
Overview: The animal spirits are on the march today. Equities are mostly higher, peripheral European bonds are firm, and the dollar is mostly softer. After posting...