OIL Oil is continuing its recovery, with WTI getting closer to $53. The modest decline seen in early trading yesterday... The post Daily market commentary: The...
Except for currency markets, most other major asset classes had a profit-taking look about them overnight. Equities, precious metals and energy all beat a gentle retreat...
Howard Marks memo to Oaktree clients for the month of January 2021, titled, “Something of Value.” Q3 2020 hedge fund letters, conferences and more If asked...
What Is The Yield On The 10Y That Will Burst The Stock Bubble? Here Is The Answer Now that the deflation narrative which marked most of...
Futures, Bitcoin Slide As Buying Frenzy Fizzles; Dollar Jumps US equity futures and world stocks dropped from Friday's record highs on Monday as a mood of...
"A Huge Reversal" - Louis Gave Warns "Inflation Will Come Back With A Vengeance" Authored by Mark Dittli via TheMarket.ch, Louis-Vincent Gave, CEO and co-founder of...
Attention slowly shifting from US politics What an extraordinary start to the year. While next week should be much quieter, it won’t be without action. US...
S&P Futures Hit Record High Above 3,800 Ahead Of Dismal Payrolls Report While there is broad consensus that today's payrolls report will be ugly, with economists...
Commenting on Nasdaq blasting higher and Congress confirms Biden’s victory and today’s trading Gorilla Trades strategist Ken Berman said: Q3 2020 hedge fund letters, conferences and...
After setting record highs in early December, global equities vacillated on market concerns over the resurgence of COVID-19 to end the month with a rebound to...
Democrat blue wave boosts equity markets With the Democrat clean sweep confirmed, financial markets hitched themselves onto the last stimulus train out of town overnight, helped...
The Most Important Numbers Of 2020 & The Golden Future Of 2021 Authored by Matthew Piepenburg via GoldSwitzerland.com, Below, we take another deep dive into the...
US equity markets hit record highs US stocks are rising to fresh records as the focus switches from the US Capitol mayhem to fresh economic stimulus. ...
2021 started off well for gold. It’s not surprising, as January is usually positive for the yellow metal, but the Georgia runoff results may constitute an...
Stocks Grind Higher As Focus Turns From Capitol Chaos To Coming Stimulus Bonds erased early losses and stocks give back opening gains, drifting back within Wednesday’s...
Asia equities power higher on Democrat win After the Democrats won both Georgia Senate seats overnight, fiscal stimulus frenzy swept US markets, with cyclicals powering higher...
Whatever investors have peeped about Gary Glick and Keith Flaherty’s game plan to bring about Precision Oncology 2.0, it’s good enough for a $162 million infusion...
By Karen Schenone, Head of US iShares Fixed Income Strategy at BlackRock. Learn how iShares high yield bond ETFs can help generate income in a low...
Rates Are Blowing Out: A 1% Increase In 10Y Yields Will Slash P/E Multiples By 18% As Bloomberg macro technician William Maloney writes this morning, after...
Why The 2020s Won't Be Like The Roaring '20s Authored by Brendan Brown via The Mises Institute, Reincarnation of the Roaring Twenties - one century on...
How The Fed Juices Stocks Authored by Michael Lebowitz via RealInvestmentAdvice.com, We came across the following bullet points from a Seeking Alpha article titled- The Fed is...
Treasury Yields, Bitcoin And Small Caps Soar; Tech And Dollar Tumble On Possible Georgia Blue Sweep Bond yields, bitcoin and small cap stocks surged while tech...
Use Of Digital Technology To Build Resilient Portfolios. Going Beyond 60/40 Traditional Asset Allocation. Q3 2020 hedge fund letters, conferences and more 60/40 Portfolios have been...
"Risk-On" Or "Risk-Off" - In 2020, It Didn't Matter!? Authored by John Authers via Bloomberg.com, Fortune favors the bold. And blessed are the meek for they...
There’s a strong feeling growing among investors – of relief – that the new year will feature lower volatility than 2020. That along would be enough...
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...
US Equity Futures Fail To Rebound Ahead Of Crucial Georgia Vote US equity futures and global stocks tried and failed to rebound from Monday's rout which...
NYSE announcement lifts China markets The NYSE announcement this morning reversing its decision to delist three Chinese telcos has had an immediate impact in Asia. China...
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...
Morgan Stanley Warns "Market Ripe For A Drawdown" As "Risk/Reward Has Deteriorated Materially" For much of November and early December (recall "Stocks are Overbought And Frothy"...