Most people can be forgiven for suffering the misimpression. Some of it is intentional, as reflation – and those selling it – absolutely require a healthy...
Insights into the market and economic conditions from the wealth advisors and portfolio managers at Bel Air Investment Advisors, an investment firm that focuses on overseeing and managing the over $8 billion...
Roubaix Fund Composite commentary for the fourth quarter ended December 31, 2020. Q3 2020 hedge fund letters, conferences and more Dear Partners, During the fourth quarter...
The Canadian dollar is struggling for direction against its US counterpart on Tuesday, with the loonie finding support from a rebound in crude oil prices after enduring disappointing manufacturing numbers. The Canadian dollar...
Peter Schiff: Economic "Rescue" Plan Like Throwing A Drowning Man An Anchor Via SchiffGold.com, President-elect Joe Biden unveiled his massive stimulus plan last week touted as...
Can investors expect more of the same from equities after a bumper 2020? The pandemic and its effects will still pervade every pore of the economy...
Key Events This Busy Week: Biden, Central Banks, PMIs And Earnings With the US closed for MLK day, it will be a quiet start to the...
The Chinese yuan weakened against its US currency rival to start the trading week as economic growth fell below market expectations. Despite the gross domestic product (GDP) falling short of fourth-quarter estimates,...
From Reuters today: “The value of the U.S. dollar and other currencies should be determined by markets. Markets adjust to reflect variations in economic performance and...
Using the three pillars of knowledge, quality and scarcity, Richard Rooney reflects on the lessons that can be gleaned from an unprecedented year, and how Burgundy...
Hurray! The disastrous year of 2020, which brought about the COVID-19 pandemic , the Great Lockdown , and the economic crisis , is over! Now, the...
One Of The Greatest Economic Blunders In History Authored by James Rickards via The Daily Reckoning, The U.S. economy lost 140,000 jobs in December. Only about...
It has been a relatively quiet week for the euro. Currently, EUR/USD is trading at 1.2124, down 0.25% on the day. ECB notes low inflation, high...
The Chinese yuan is trading relatively flat against its US peer to close out the trading week. China cheered the news that exports popped in December, but all eyes will be...
The Great Rotation Authored by Kevin Smith and Tavi Costa via Crescat Capital, Dear Investors, It is time to gird for full Modern Monetary Theory. With...
Commodities Signal Stagflation Risk Authored by Daniel Lacalle, The Bloomberg Commodity Index has bounced more than 2% in the first week of January. At the close...
The Chinese yuan is adding to its strong start to 2021 against the US dollar on Tuesday. The yuan, which has been one of the top-performing currencies in foreign exchange markets over the last eight months,...
The Japanese yen was weak today, trading either flat or lower versus its most-traded counterparts. The trading session was rather uneventful, with no major news to drive the market. There were...
Rickards: Biden Will Face New Depression Authored by James Rickards via The Daily Reckoning, Economic growth or decline is the result of factors that are larger...
This is a talk I gave for IGIER at Bocconi (zoom, sadly) Jan 11 2021. Olivier Blanchard also gave a talk and a good discussion followed....
Key Events This Busy Week: Trump Impeachment #2, Powell Speaks; Inflation Data, Earnings Season Starts In another week which will likely be dominated by political events...
"A Huge Reversal" - Louis Gave Warns "Inflation Will Come Back With A Vengeance" Authored by Mark Dittli via TheMarket.ch, Louis-Vincent Gave, CEO and co-founder of...
Attention slowly shifting from US politics What an extraordinary start to the year. While next week should be much quieter, it won’t be without action. US...
Was the past year good for the yellow metal? What happened in 2020 and what will 2021 be like for the gold market? Q3 2020 hedge...
The 2021 Reflation Trade In 6 Charts In case you needed further convincing that the reflation trade is still on (other than this morning's futures rally...
In 2019, I discussed the disconnect between the markets and the economy. After years of Central Bank interventions, stock markets have soared to record highs, while...
2021 started off well for gold. It’s not surprising, as January is usually positive for the yellow metal, but the Georgia runoff results may constitute an...
Three Records Broken In 2020 That Were Less Than Ideal Authored by Michael Maharrey via SchiffGold.com, With the coronavirus pandemic serving as a backdrop, 2020 was...
Today, we are pleased to present a guest contribution written by Daniel Soques (University of North Carolina Wilmington). The views presented represent those of the authors alone...
How The Fed Juices Stocks Authored by Michael Lebowitz via RealInvestmentAdvice.com, We came across the following bullet points from a Seeking Alpha article titled- The Fed is...