In this issue of "Speculative Mania Continues As It 'Goes Up In Smoke.'" Market Review And Update Speculative Mania Continues Two Important Threats Portfolio Positioning #MacroView:...
There is a growing consensus in Washington the only way to fix the worst economic downturn in more than 70 years is by giving out more...
The Canadian dollar has posted considerable losses in the Friday session. Currently, USD/CAD is trading at 1.2746, up 0.34% on the day. US dollar flexes muscles...
House Panel Advances Stimulus: Approves $1,400 Payments, Personal Tax Credits, Loans For Insolvent Pensions On Thursday we noted that the biggest winners from the upcoming $1.9...
Rickards: The Only Way Out Of The Death Trap Authored by James Rickards via The Daily Reckoning, I’ve said the U.S. is caught in a debt...
A look ahead to FTSE 350 companies reporting from 15 to 19 February from Hargreaves Lansdown Glencore will reveal how higher commodity prices helped the second...
Every year, the real estate market changes. That includes things like mortgage restrictions, qualifying criteria, interest rates, and of course, a fluctuating inventory. Sometimes, there’s an...
The US dollar added to its weekly decline on Thursday after initial jobless claims came in higher than market forecasts. With nearly 800,000 people applying for unemployment benefits, the American labor market...
The coronavirus crisis worsens the situation for banks after a complicated decade due to central bank policies and other crises.
Equity investors, quite rightly, remain resolutely focused on the positive, medium-term outlook for corporate profits rather than the near-term economic challenges. In our view, the economic...
A Third Of All US Homeowners Own Property Worth Double The Underlying Mortgage In the midst of a virus pandemic, with millions of Americans out of...
Manhattan Luxury Real Estate Market Records Best Week Since 2019 Manhattan's high-end real estate market recorded an unseasonably strong performance last week (Feb. 1-7), with the...
Will The Fed's "Feelgood" Medicine Cause An Economic Collapse? Authored by Barry Brownstein via The American Institute for Economic Research, Dr. Max Jacobson became known as...
15 Hedge Fund Managers Made $23 Billion In 2020 Some time in late 2020, a sellside analyst penned the term "K-shaped recovery" meant to describe a...
Japan is just the name of a group of large islands on the far side of the Pacific from the United States. For most people, there’s...
Dan Loeb: "We Are Looking To Identify A Rapid Rise In Rates" - Full Q4 Letter After a disappointing start to the year, Third Point's Dan...
Dan Loeb’s letter to Third Point investors for the fourth quarter ended December 2020, discussing that the Reddit bubble is no different than the Tulip mania....
Whitney Tilson’s email to investors discussing the decline in GameStop‘s stock and naming it GameStink; the odds of a hard economic landing in the U.S. by...
The New Zealand dollar has reversed directions on Wednesday. Currently, NZD/USD is trading at 0.7219, down o.28% on the day. New Zealand can consider itself very...
Since the beginning of the year, 10-year US Treasury yields have risen to an almost 11-month high as markets anticipate a normalizing economy and further, massive...
First Eagle Investment Management’s market overview for the fourth quarter ended December 2020, discussing gold as a potential hedge. Q4 2020 hedge fund letters, conferences and...
A new independent survey of more than 900 UK-based investors has uncovered which assets they will be buying and selling in the coming 12 months. It...
The impact from COVID-19 on Emerging Markets has, in many ways, been even more severe than the developed world. Many middle and low income countries have...
Investors AlleyThe Options Trade If You Think Interest Rates Are Going Up For the moment, short-term craziness in the market has evaporated. Volatility is returning to...
$250BN Fund Manager Fears "Fed Will Go On Feeding The Beast" Until Dollar Loses Reserve Status Authored by Tad Rivelle, CIO of TCW Investments, Upon his...
One of the key challenges and priorities for policymakers in 2021 will undoubtedly be sovereign debt sustainability and the broader issue of financing for development. To...
The New Zealand dollar is almost unchanged in Tuesday trade. Currently, NZD/USD is trading at 0.7228, up o.08% on the day. New Zealand Inflation Expectations accelerates...
Investing in private debt and real assets can offer investors benefits such as attractive risk-adjusted return potential and real diversification, setting these “alternative” markets apart from...
Will Surging 10Y Yields Crash Stocks: A Q&A From Goldman Gradually over the past few weeks, as yields have risen, TINA has mutated into TIAN -...
A recession is a period marked by a decline in the overall economic activity. Generally, a country is said to be facing a recession if its...