First on CNBC: CNBC Transcript: Senator Elizabeth Warren (D -Mass.) Speaks with CNBC’s “Closing Bell” today on the recent GameStop stock-trading frenzy. Q4 2020 hedge fund...
The pandemic crisis has created the opportunity for an economic and social reset. The question is whether politicians will grasp it. Are we too focused on...
GME Soars 75% After-Hours, Erases Losses After Liquidity-Constrained Robinhood Lifts Trading Ban Summary of today's trading chaos: GME Stock Rallies After-Hours, Erases Day's Losses. Protesters At...
Sri Lanka's Stock Market Is Up 30% In 2021 And Has Doubled From Its 2020 Lows While attention in the U.S. may be focused on the...
Robinhood Forced To Draw-Down Credit Lines Amid Trading Ban, Bloomberg Reports Summary of today's trading chaos: Robinhood Draws Down On Credit Lines With Banks. Citadel Securities...
US stocks bounced back as investors saw the end approaching of the frenzied Reddit-driven stock market dislocations. Today’s economic data also bolstered the prospects of stimulus...
Investors Shouldn't Confuse Reddit Trader Drama with the fact AMC might be lacking cinema goers
First Cases Of South African COVID Mutant Discovered In The US: Live Updates Summary: South African variant arrives in US NYC vaccine logjam eases AstraZeneca battle...
The Grocery Store Puzzle Authored by Dan Rasmussen via Verdad Capital The 2010s were a difficult decade for US grocery stores. Competition intensified as European discount...
Crypto and other potential risky assets almost took the spotlight from real estate in 2020 The US surprised home owners to the upside in 2021, particularly...
In his latest strategy note, Alastair George, the Chief Investment Strategist for international investment research and consultancy firm Edison Group, gives his outlook on global equity...
'Epic' Gold Market To Follow "Epic Stock Market Bubble" Authored by Egon von Greyerz via GoldSwitzerland.com, Most investors are more interested in getting richer than preserving...
At its January FOMC meeting, the Federal Reserve held interest rates steady – they are near rock-bottom now, and to no one’s surprise, the Fed is...
EU Spat With AstraZeneca Continues As Russia Offers Help With COVID Vaccines
Futures Fall, Europe Tumbles Amid Fears Reflation Trade Is Dead, Short Squeeze Turmoil US equity futures rebounded from an overnight selloff even as European shares wiped...
The VIX index has soared over 30 points while world stocks fall. Recovery is still halted due to the pandemic. Should we buy the falls?
Shares in the energy patch took a beating in 2020, but this slice of US equity sectors has posted a strong rebound so far in 2021,...
Financial markets experienced a minor taper tantrum overnight, although my mother, having endured years of bringing up a highly-strung devil child, would even rate it as...
Meanwhile In China, Giant Liquidity Shortage Pushes Overnight Rates To 5 Year High One day after we reported that China’s overnight money market rate jumped to...
First Eagle Global Value annual letter to investors for the year ended December 31, 2020. Q4 2020 hedge fund letters, conferences and more Those who think...
Black Bear Value Partners LP annual letter to investors for the year ended December 31, 2020. Q4 2020 hedge fund letters, conferences and more “Nothing valuable...
Alimentation Couche-Tard: Cheap Quality Compounder Or Gasoline Dinosaur? by Value And Opportunity Q4 2020 hedge fund letters, conferences and more Management Summary: Alimentation Couche-Tard Inc (TSE:ATD.B)...
The Fed took a backseat to the Reddit traders’ annihilation of short sellers. The GameStop/AMC phenomenon wrote a new chapter today after brokerages were forced to...
AMC Entertainment (AMC) appears to be the latest company to benefit from the speculative retail frenzy driving stocks with a high level of short interest to...
No Bubble Here, Just BTFD, Kolanovic Reassures JPM Clients With bank after bank after bank piling on with warnings that the market is due for a...
FOMC Warns Recovery, Job Market Has "Moderated" Since the last FOMC meeting, on December 16th, stocks are clinging to gains as bonds have lost the most...
In our globalized economy, currency pairs have a negative correlation with gold, so how does the current EUR/USD situation impact the yellow metal? Q4 2020 hedge...
I wrote a column yesterday (out tomorrow) on how to manage your investments when it is late in the market cycle. As these things...
Before the Air Force developed its famous stealth fighters, it built a technology called terrain-following, which allows attack aircraft to fly at a constant low altitude...
Japan, EU Desperate For More COVID Jabs As Global Cases Top 100MM: Live Updates Summary: EU & AstraZeneca fight Japan agrees to make AZ vaccines Biden...