By MSCI. Inflows into environmental, social, and governance (ESG) funds have soared in recent years and months, in part motivated by outperformance since the COVID-19 pandemic...
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...
The Renminbi Will Gain Wider Use Globally, Gavekal's CEO Says Tyler Durden Sun, 12/13/2020 - 20:35 Authored by Resham Kapadia via Barrons.com, Louis-Vincent Gave, CEO of...
Is Oil Still The Cheapest 'Reflation' Asset? Tyler Durden Sun, 12/13/2020 - 17:40 “Oil is the cheapest of all reflation assets,” said Amrita Sen, co-founder of London-based...
Here Is The Little-Known Provision In The CARES Act That Could Trigger A Year-End "Selling Deluge" Tyler Durden Sun, 12/13/2020 - 18:30 One week before the...
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,...
Irrational Exuberance – The Bulls Remain In Control Tyler Durden Sun, 12/13/2020 - 11:25 Authored by Lance Roberts via RealInvestmentAdvice.com, Bullish Bias Continues Over the past...
Ultra-High-End Shopping Explodes As Wealthy Splurge On Luxury Goods Tyler Durden Sun, 12/13/2020 - 08:45 Online luxury sales at auction houses and other resellers are booming...
Prospects For The UK & The Pound Tyler Durden Sun, 12/13/2020 - 07:00 Authored by Alasdair Macleod via GoldMoney.com, This article assesses the likelihood of the...
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...
In this issue of "Irrational Exuberance - The Bulls Remain In Control." Bullish Bias Continues The Disposition Of Risk And Control Portfolio Positioning Update MacroView: The...
Crescat Capital commentary for the month of December 2020, titled, “A Golden Opportunity”, discussing that we are still early in a new secular bull market for...
Two down, two to go The month of compromise has delivered two so far. OPEC+ agreed on output targets for next year while the EU27 gave...
Futures Tumble On Stalled Stimulus Talks, Brexit Chaos Tyler Durden Fri, 12/11/2020 - 07:41 Global markets dropped on Friday as Brexit negotiations appeared on the verge...
The COVID-19 pandemic has revealed systemic weaknesses and technological strengths and could speed the kind of progress and change needed for better quality, more accessible and...
It’s been up, up, and away for the markets since the end of September. Both the NASDAQ and S&P 500 are trading within 3% of their...
IPO sends AirBnB skyward Another day, another US IPO with 100% gains. Following DoorDash on Wednesday, yesterday it was AirBnB’s turn, its shares doubling on the...
US stocks are struggling for direction as investor skepticism over a holiday stimulus deal grows, jobless claims are starting to trend higher, and as the red-hot...
Logica Capital commentary for the month ended November 2020, discussing inflation breakevens. Q3 2020 hedge fund letters, conferences and more Logica Absolute Return – Up/Down Convexity...
Investing is all about profits, and part of generating profits is knowing when to start the game. The old adage says to buy low and sell...
"Tails Are Getting Crazy" - Nomura Warns Pullback-Risks Remain Due To 'Sentiment & Positioning' Overshoots Tyler Durden Thu, 12/10/2020 - 10:10 There are three main dynamics...
US equities fall as stimulus talks stall Despite the Door Dash IPO euphoria overnight, New York’s major indexes all closed lower, with the Nasdaq underperforming as...
The markets have been on a tear of late despite the headwinds presented by the novel coronavirus pandemic. The question is how long this will last?...
The outperformance of growth stocks over value stocks since the Great Recession1 has been widely discussed, and many investors are questioning if it is now value’s...
US equities in choppy waters The New York session started with fresh record highs as investors initially focused on the resumption of the cyclical rotation trade,...
Gundlach Asks "Why All The BLM Protests Disappeared One Week Before The Election" Tyler Durden Wed, 12/09/2020 - 11:55 In his latest, roughly 80 minute DoubleLine...
Futures Hit New All Time High As Manic Melt Up Won't Stop Tyler Durden Wed, 12/09/2020 - 08:04 The market meltup just won't let up, with...
Talks continue on US stimulus, Brexit In Asia, equity markets are off to a modestly positive start today, helped along by a new US916 billion stimulus...
Are We In A "New Normal"? Tyler Durden Tue, 12/08/2020 - 16:27 Authored by Tuomas Malinen via GnSEconomics.com, The past two years have been especially brutal...
The “peak of uncertainty” has reached the whole of Europe as the most regulatory and financial authorities rush to save the harshest effects of the UK...