Rates Are Blowing Out: A 1% Increase In 10Y Yields Will Slash P/E Multiples By 18% As Bloomberg macro technician William Maloney writes this morning, after...
FOMC Minutes Show Fed Discussing 2013-Like Taper To Bond-Purchases Two days after Atlanta Fed President Raphael Bostic says the central bank might taper its bond purchases later this...
Equity markets have started the New Year hesitantly. The base case that the pandemic’s end is in sight, with life more or less back to normal...
It’s a new year, and a good time to choose new stock to line the portfolio. Investment banking giant Goldman Sachs has been watching the markets...
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...
Car Companies Expected To Post Lowest Sales In A Decade As Focus Turns To 2021 Recovery Auto sales numbers for the end of 2020 could be...
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...
For outdoor recreation stocks, 2020 was a good year. Many Americans have increasingly shown interest in outdoor recreation activities like hiking, camping, biking, hunting and fishing...
2020 was shaped by unprecedented global events, but for avid market watchers it was also characterized by blockbuster IPOs. You can certainly put DoorDash (DASH) on...
Commenting on the ‘buy-the-dippers’ returning back in full force and today’s trading Gorilla Trades strategist Ken Berman said: Q3 2020 hedge fund letters, conferences and more Buy-The-Dippers...
Breakevens Soar To 2-Year High As Inflation Expectations Spike, Real Rates Crater The breatheless rally in the 10Y Breakeven rate since the March lockdown lows has...
Value investing has always traditionally relied on an analysis of company fundamentals, however, adding news sentiment into the mix can potentially improve timing and increase returns....
Use Of Digital Technology To Build Resilient Portfolios. Going Beyond 60/40 Traditional Asset Allocation. Q3 2020 hedge fund letters, conferences and more 60/40 Portfolios have been...
"Risk-On" Or "Risk-Off" - In 2020, It Didn't Matter!? Authored by John Authers via Bloomberg.com, Fortune favors the bold. And blessed are the meek for they...
There’s a strong feeling growing among investors – of relief – that the new year will feature lower volatility than 2020. That along would be enough...
Quick Update In a quick update to kick off 2021, I wanted to summarize my correct calls, and what I profited on since beginning to publish...
The tourism sector is once again hit by the pandemic due to the new lockdowns ordered in England and Scotland.
Here Are The Top 5 Consensus Trades As We Enter 2021 At the start of every year, the Wall Street consensus is infatuated with a set...
US Equity Futures Fail To Rebound Ahead Of Crucial Georgia Vote US equity futures and global stocks tried and failed to rebound from Monday's rout which...
Investors AlleyWill Market Volatility Return This Year? 2020 is in the rearview mirror, and I think we can all agree that it’s a good thing. While...
The accelerated shift to e-commerce amid the COVID-19 pandemic not only benefited online retailers but also worked well for logistics and transportation companies like FedEx, UPS...
Snyder: The United States Has Become A Banana Republic Authored by Michael Snyder via TheMostImportantNews.com, If we continue destroying the U.S. dollar at our current pace,...
Commenting on the risks of tomorrow’s runoff elections and today’s trading Gorilla Trades strategist Ken Berman said: Q3 2020 hedge fund letters, conferences and more The...
By Carol K. Happy New Year, everyone! I hope everyone had a happy and relaxing holiday season – or as happy as can be in the...
Stocks Suffer Worst Start To A Year Since The Dot-Com Crash The re-awakening of "Blue Wave" risk... Source: Bloomberg ...along with escalating pandemic-related lockdowns/restrictions (worse than...
Wireless has changed our lives, and now it's changing. It’s in the nature of human ingenuity to constantly adapt technology, improve functionality and enhance its usefulness...
Big Questions Hang Over Tech By Kriti Gupta and Heather Burke, writers at Bloomberg's Market Live blog Expect the S&P 500 to continue rallying in 2021,...
"Look Out Below": Carl Icahn Issues Major Warning On Markets, Warns Rally Will End In "Painful Correction" It has been a difficult year - and decade...
Why There Is Literally No "Cash On The Sidelines" Authored by Lance Roberts via RealInvestmentAdvice.com, In the later stages of a bull market advance, the financial...
Whitney Tilson’s email to investors discussing Jack Ma suspected to be missing; 2020 in 12 stunning charts; Enrique Abeyta‘s bullish outlook; great news quiz of 2020....