Logos LP commentary for the month of December 2020, titled, “The Myth of Icarus.” They discuss cycles vs. bubbles, the next COVID-19, bitcoin could replace gold,...
Futures Slide On Fresh Brexit Turmoil, US-China Tensions Tyler Durden Mon, 12/07/2020 - 08:01 After opening at a new all time high on Sunday evening following...
The recent bull run in the major asset classes continued last week as foreign high-yield bonds and US real estate investment trusts (REITs) shared first place...
On Friday, US employment data seemed to confirm the worst for the US, that the rampaging Covid-19 pandemic was holing the US recovery far too close...
JPMorgan Warns Crowded Trades And Euphoric Consensus Are The Biggest Threats For Markets Tyler Durden Sun, 12/06/2020 - 09:55 Last month, during our 13-F postmortem, we...
Bank of America Issues A "Code Red" For Stocks Tyler Durden Fri, 12/04/2020 - 15:40 We already discussed how current market euphoria has surpassed dot com...
Uranium Stocks Soar: Is This The Beginning Of The Next ESG Craze Tyler Durden Fri, 12/04/2020 - 18:40 Uranium stocks soared on Friday after House and...
With markets generally rising for now – the S&P is up over 9% in the past 30 days – investors are taking a close look at...
In November, global equities saw their biggest ever monthly rise: +12.2% for the MSCI AC World index in US dollars (dataset since 1988). Encouraging news on...
Futures Rebound To Record High As Crude Spikes Ahead Of Jobs Report Tyler Durden Fri, 12/04/2020 - 08:05 Another day, another record high in the S&P,...
Futures Rebound To Record High As Crudes Spikes Ahead Of Jobs Report Tyler Durden Fri, 12/04/2020 - 08:05 Another day, another record high in the S&P,...
Stocks Are "Overbought And Frothy" Warns Wall Street's Most Accurate Analyst Tyler Durden Thu, 12/03/2020 - 12:01 Two weeks ago we dubbed Morgan Stanley's Michael Wilson,...
Investors know that the key to profits is in the return – and that means, a willingness to shoulder risk. Risk is relative, of course, and...
The US dollar maintained its bearish pattern on Thursday after the US government reported a new coronavirus pandemic-era low for the number of Americans filing for first-time unemployment benefits. The greenback has had a roller coaster...
Futures Stuck At All Time High As Dollar Slide Continues Tyler Durden Thu, 12/03/2020 - 08:06 That "gamma gravity" at 3,650 we have been discussing for...
Creator Of The Bond VIX: It All Comes Crashing Down After 2025 Tyler Durden Wed, 12/02/2020 - 18:26 By Harley Bassman, creator of the MOVE index,...
Are share markets cheap or expensive right now? Well, it depends who you ask. And there are plenty of people happy to offer their opinion. But...
This is the time of year when firms trot out their annual Year in Preview outlooks. These are counter-productive exercises for investors. First off, most...
A rising tide lifts all boats, as President John Kennedy said, and we’re seeing it now on Wall Street, as both the S&P 500 and the...
December 2, 2020 Update: One of the big news items for Tesla stock has been its addition to the S&P 500. There has been speculation about...
Futures Fall From Record As Traders Ignore Latest Vaccine News, Seek New Catalysts Tyler Durden Wed, 12/02/2020 - 07:58 US index futures dropped and European shares...
A "Titanic Taper Tantrum"? JPMorgan Expects Bond Demand To Tumble By $600BN In 2021 Tyler Durden Tue, 12/01/2020 - 19:45 Two weeks we showed a concerning...
"A Recordbreaking Month": These Were The Best And Worst Performing Assets In November And YTD Tyler Durden Tue, 12/01/2020 - 16:46 With stocks posting record returns...
Bulls Are Readying Shopping List Beyond Christmas Tyler Durden Tue, 12/01/2020 - 15:25 By Jan-Patrick Barnert and Michael Msika, macro commentators at Bloomberg As investors enter...
Market Euphoria Surpasses Dot Com Levels: What's An Investor To Do? Tyler Durden Tue, 12/01/2020 - 14:25 As Knowledge Leaders Capital poetically puts it, there couldn’t...
Over the past two weeks, my team has gotten many questions about the impact that a Biden administration could have on various areas of the stock...
By Philip Lawlor, Head of Global Investment Research, FTSE Russell. Vaccine-lifted hopes of a quicker return to economic normalcy have triggered dramatic reversals across global financial...
In our outlook, we seek to help investors navigate the next phases of the pandemic, its legacy, and the ensuing economic recovery. We also consider how...
The end of the annus horribilis is at hand, and despite the hard winter ahead for the northern hemisphere, there is a sense of optimism for...
Is The Narrative All "Priced In"? Tyler Durden Tue, 12/01/2020 - 09:25 Authored by Lance Roberts via RealInvestmentAdvice.com, Is the narrative all “priced in?” As discussed...