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...
A momentary peak may succumb to a slow recovery
Why The Second Stimulus Won't Have Much Economic Impact Authored by Lance Roberts via RealInvestmentAdvice.com, In October, I discuss how the “2nd Derivative Effect” would mute the impact...
Small "Santa Rally" As Futures Rebound After Traders Shrug Off Trump Veto Threat After initially tumbling after President Trump shocked the establishment and traders with a...
In October, I discuss how the "2nd Derivative Effect" would mute the impact of future stimulus programs. With the passage of the $900 billion stimulus package,...
In Historic Reversal, China's Credit Impulse Just Peaked: What This Means For Global Markets Back in June 2017, we wrote that if one had to follow...
Commenting on the impact of the coronavirus stimulus package on the markets and today’s trading, Gorilla Trades strategist Ken Berman said: Q3 2020 hedge fund letters, conferences...
US stocks are entering holiday mode as concerns over a virus variant temper a humble rebound that stemmed from the approval of a fiscal relief bill....
The British pound has lost more ground in the Tuesday session. GBP/USD is currently trading at 1.3356, down 0.79% on the day. Brexit takes sterling on a...
Commenting on the deadline of Brexit talks and today’s trading Gorilla Trades strategist Ken Berman said: Q3 2020 hedge fund letters, conferences and more Morning Selloff...
Air pollution in India contributed to 1.67 million deaths, loss of 1.36 percent of GDP, finds new report led by US and Indian researchers Credit: Mark...
Furtures Rebound As Stimulus Optimism Trumps Mutant Virus Gloom S&P futures erases their drop to trade 0.3% higher as of 730 a.m. ET, tracking gains for...
OIL The oil price was hit by the risk off seen on markets in the last 36 hours. Growing fears... The post Daily market commentary: The...
Investor jitters over UK Covid mutation boosts US dollar Asia managed to dodge the worst of the risk-off move overnight, heading home before the panic set...
As we prepare to wrap up the year, 2020 will go down in the record books as a year of the "unexpected." While no one expected the...
The foreign exchange market sees an average daily turnover of around something on the magnitude of $6.6 trillion a day.
Lockdowns Do Not Control The Coronavirus: The Evidence Via The American Institute for Economic Research, The use of universal lockdowns in the event of the appearance...
If the past year was dominated by the huge human costs of COVID-19, the next few years will be about its economic aftermath, including the alarming...