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...
Wells Fargo: These 2 Stocks Could Climb at Least 30%...
Horos Asset Management commentary for the fourth quarter ended December 31, 2020 discussing an approach to the Austrian Business Cycle Theory. Q4 2020 hedge fund letters,...
Creator Of The Bond VIX: The Coming "Monetary Hurricane" Is A White Swan By Harley Bassman, creator of the MOVE index, aka the "VIX for bonds"...
Dollar Rises After Yellen Warns "Job Market Is Stalling" In Defense Of Biden Stimulus After Summers Slam The USDollar rose in early Asian trading against most...
Dollar Rises After Yellen Warns "Job Market Is Stalling" In Defense Of Biden's Massive Stimulus The USDollar rose in early Asian trading against most G-20 peers...
Technocrats Everywhere: Central Bankers As Political Saviors Authored by Robert Aro via The Mises Institute, The word “technocrat” is seldom used by the liberty crowd. It...
The Rapidly Failing EU Authored by Alasdair Macleod via GoldMoney.com, It is not widely realised that the EU concept is on its last legs. The bureaucratic...
Blain: "Everything Makes Sense, But Nothing Is Logical" Authored by Bill Blain via MorningPorridge.com, "'Til The Pips Squeak" “Here’s to the founding fathers – slave-owning British...
Joe Biden’s election as president and his first economic proposal proved negative for gold prices, but the presidency might yet turn positive. Q4 2020 hedge fund...