Rethinking 2020: What's Overlooked And What's Overhyped Authored by Damien Ma and Houze Song via MacroPolo.org, In this exceptional year, much of our collective attention span...
The EU Is At Risk Of Becoming Subservient To China Authored by Bruce Wilds via Advancing Time blog, The EU is taking the path of strengthening...
Illustrated (red squares): Figure 1: GDP as reported (black), Administration current forecast (red squares), and WSJ December survey mean (blue). Trough assumed to be 2020Q2. Source:...
Commenting on Tesla’s and Apple’s impact on the market and today’s trading Gorilla Trades strategist Ken Berman said: Q3 2020 hedge fund letters, conferences and more...
Goldman's Top Charts Of 2020 In the year's final report published by Goldman's economists the bank has summarized key global themes that stood out this year...
2020: The Year Things Started Going Badly Wrong Authored by Gail Tverberg via Our Finite World blog, How today’s energy problem is different from peak oil...
Charting 2020 – A Year Of Speculative Mania Authored by Lance Roberts via RealInvestmentAdvice.com, As we prepare to wrap up the year, 2020 will go down...
2020 is dead! Long live 2021! The new year should be positive for gold, but to a lesser extent than the previous year. Q3 2020 hedge...
What the world can learn from Wales, the first place where sustainability is the organising principle of government, as well as what Wales is learning from...
2020 In 12 Stunning Charts With just one day left in what has been a dismal year, we decided to look back at the past 12...
This Fed Policy Is "Scandalous" Via SchiffGold.com, Peter Schiff has been saying that all of the “help” the US government and the Federal Reserve have offered up...
Mnuchin: COVID Relief Checks In The Mail Tomorrow, Direct Deposits Start Tonight Update (1840ET): In a series of tweets tonight, Treasury Secretary Stephen Mnuchin confirmed that...
This Time Is Not Different. More Debt, Less Growth Authored by Daniel Lacalle, I remember that in 2009 three messages were constantly repeated: “In this crisis...
2020: Accelerating Towards The European Superstate Authored by Guillaume Durocher, The year 2020 has seen signification changes and further centralization of power in the European Union....
Trump Warns Senate GOP To Pass $2,000 Payments Unless They Have 'Death Wish' Update (1425ET): President Trump has weighed in following McConnell's block of Senate Democrats'...
McConnell Blocks Schumer Attempt To Fast-Track $2,000 Stimulus Checks Update (1230ET): Senate Majority Leader Mitch McConnell (R-KY) has blocked an attempt by Minority Leader Chuck Schumer...
"We've Got The Votes": Hawley Pushes Senate To Pass $2,000 Checks Update (1150ET): Sen. Josh Hawley (R-MO) is pushing for the Senate to vote on, and...
Source: How Much I am fascinated by the chart above: It is filled with surprises, but also is so revealing about the current state...
Big Tech has been in the news and on our minds as this crazy year 2020 winds toward an end.
Goldman Now Sees Q1 GDP Surging 5% Thanks To $900BN Covid Stimulus It was just one month ago when Wall Street's best and brightest - which...
The End Game Authored by Kevin Smith and Tavi Costa via Crescat Capital, Dear Investors: Markets are cyclical. Today, stocks trade at record high valuations while...
How Real-Time Data Changed Everything Submitted by Nick Colas of DataTrek To set the stage for this discussion, I’ll start with the story of when I...
The 10 Most Important Changes Of The Past Year Authored by Louis-Vincent Gave via Evergreen Gavekal blog, "Time changes everything except something within us which is...
Investors AlleyThe Fed Doesn’t Have A Problem With Fake Money – America Does! I chuckled when I read the Wall Street On Parade (WSOP) article, “Congresswoman...
Goldman's Four Lessons From 2020 In what is likely his last note of the year, Goldman's chief economist Jan Hatzius takes a look at what 2020...
Peter Schiff: Government Sedating The Economy With Stimulus Via SchiffGold.com, President Trump threw a wrench into coronavirus stimulus relief, calling the massive spending bill “a disgrace” and threatening...
It is all falling into place for Magnite (MGNI). The programmatic sell-side advertising platform was badly hit by the pandemic’s impact on ad budgets during the...
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...
January is the time to make your fiscal fitness resolutions for 2021. Most promises we make to ourselves will be a memory by February. Want a...
Pento: "This Is The Most Overvalued Market We Have Ever Had In History" Forget the global recession, the virus pandemic, trade wars, soaring geopolitical tensions, supply chain...