The year 2020 was a roller-coaster ride for the financial markets. The markets around the globe tumbled in the first half of the year following the...
Crescat Capital commentary for the fourth quarter ended December 31, 2020, discussing that gold and silver mining companies now trade with a higher free cash flow...
Treasury Yields, Bitcoin And Small Caps Soar; Tech And Dollar Tumble On Possible Georgia Blue Sweep Bond yields, bitcoin and small cap stocks surged while tech...
Futures Flat In Quiet, Holiday-Shortened Session Global stocks rallied and the British pound gained as Britain and the European Union closed in on a free-trade deal...
Crescat Capital‘s research letter for the month of November, titled, “A Vicious Debt Spiral.” Q3 2020 hedge fund letters, conferences and more The structure of the...
A Pop In "Value", But Still Not A Sustainable "Value" Rotation
Small Cap Equity Factor Gaining On Large Caps And Growth
Tactical Update: Uncertainty Abounds
Three Market “Anomalies” Test Contrarian Strategies
SAGA Partners 2Q20 Commentary: The Theory of Market Outperformance
Bronte Amalthea Fund 2Q20 Commentary: WIrecard Stock
S&P Stalls At Critical Resistance Again Despite Massive Short-Squeeze
US Open – Rally mode continues, Oil dips on easing cut outlook, Gold drops, Bitcoin bounces
Daily Market News: Powell gives depression era unemployment rate warning
Choice Equities 1Q20 Commentary