This market is reminiscent of the days leading up to Christmas Eve 2018. For those who don’t remember, it was a pretty dark day for those...
The markets are trading in the red due to doubts generated by doubts of the Biden economic plan. Will they close the week negative?
What drives the performance of equity multifactor funds? While the value, quality, low risk and momentum factor styles have outperformed over the long term, there have...
Pfizer Announces COVID-19 Vaccines Shipment Delays
Chip Stocks Soar To Record After Taiwan Semi Unveils $28BN Spending Blitz
The coronavirus pandemic accelerated the transition to the cloud as enterprises across the world adopted remote working trends. Gartner estimates that global end-user spending on public...
Futures Slide On Doubt Biden Can Pass $1.9 Trillion Stimulus; Reflation Trade Fizzles US equity futures and global shares slumped on Friday after Joe Biden unveiled...
Analysts highlight Sorrento’s "burgeoning portfolio of assets spanning three distinct therapeutic areas (non-opioid pain management, oncology and COVID-19).”
Joe Biden Unveils $1.9 Trillion COVID Stimulus Plan Biden unveiled his 2-step plan of "rescue and recovery" in a 30 minute presentation, which was just as...
Silver Ring Value Partners letter to investors for the fourth quarter ended December 31, 2020. Q3 2020 hedge fund letters, conferences and more Dear Partners: Happy...
Sage Advisory Services market review for the fourth quarter ended December 2020, discussing what contributed to and detracted from performance for the Sage Tactical ETF Strategies....
Biden Stimulus Plan Leaks: Will Total $1.9 Trillion, Includes $1,400 Stimmy Check It may not be quite $2 trillion as CNN leaked last night, quoting "one...
On Wednesday, GameStop (GME) stock recorded its largest ever one day share haul, surging by a massive 57% in the session. This was followed by today's...
On Wednesday, GameStop (GME) stock recorded its largest ever one day share haul, surging by a massive 57% in the session. This was followed by today's...
European stock markets remain positive, but without much conviction as they await news from the Fed and details of Biden's stimulus plan.
The COVID-19 pandemic made 2020 quite an eventful year for supermarkets and grocery chains...
OPEC Monthly Report Signals Demand Optimism, On Track To Drain Oil Inventories OPEC, which earlier this month stunned markets with the unilateral Saudi decision to cut...
Stocks, Yields Rise On Expectations Of "Biden's Trillions"
Vaccine Stocks and the emergence of a vaccine glut
Looking for robust diversification opportunities in equity risk factors has turned up modest and sometimes disappointing results in recent years in broad-brush terms and it’s only...
Yields Surge As Stunned Traders Learn Biden To Propose Massive $2 Trillion Stimulus Last week, Goldman sparked a buying frenzy in the market (and selling in...
We are living in extraordinary times. As if a global pandemic wasn’t enough to deal with, last week’s deadly storming of the Capitol set the stage...
Whatever your opinion on fuboTV (FUBO), you certainly can’t describe the stock as boring. In its short life span as a publicly traded entity, shares have...
US stocks are modestly higher as investors await details of President-elect Biden’s multi-trillion-dollar stimulus package, further clues if some Fed members are becoming a little bit...
Apis Capital Flagship Fund commentary for the fourth quarter and the year ended December 31, 2020. Q3 2020 hedge fund letters, conferences and more Dear Partners,...
Apis Capital Global Discovery Fund commentary for the fourth quarter and year ended December 31, 2020. Q3 2020 hedge fund letters, conferences and more Dear Partners,...
Why Nvidia Is My “Slam Dunk” Investment for the Decade by Stephen McBride What was the most important financial event of 2020? Most folks would tell...
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...
Following the year-end rally, valuations of risk assets are marking a pause in the face of a number of headwinds. While in our view, valuations remain...
Oil Algos Confused By Crude Draw, Major Product Build, Weak Demand After ramping notably overnight (after API reported a big surprise crude draw), WTI tumbled back...