Best practices are meant to be shared. That’s why we observe the market and then share our insights on what’s happening, to give you context. We’ve organized every blog into categories, so it’s easier for you to find the answers that matter most to you.
https://wolfstreet.com/2020/03/29/corruption-in-the-time-of-coronavirus-fed-treasury-corporate/ https://wolfstreet.com/2020/03/26/helicopter-money-for-wall-street-federal-reserve-assets-balance-sheet/ The link above shows the extreme and extensive measures taken by the Fed this week, and the extraordinary acceleration in the Fed balance sheet. There’s much more to
https://www.bloomberg.com/news/articles/2019-12-18/stanley-druckenmiller-is-embracing-risk-again-just-timidly?mc_cid=ae838a4f94&mc_eid=d27ddc011b If there is a better long term record by an investment manager than that of Stan Druckenmiller then I’d like to see it. So we are fortunate whenever we
Central Banks Are Committing To Intervention, As Earnings And GDP Growth Continue To Decline. “Monetary policy can no longer be the main engine of economic growth, and other policy drivers
Q3 2019 Review: Growth Down Interventions Up. I believe that on examining the post 2008 economic data, and comparing this recovery with past recoveries, the constant theme is Growth down
Pay attention to precious metals “If you don’t own gold…there is no sensible reason other than you don’t know history or you don’t know the economics of it…“ Ray Dalio,
https://e-markets.nordea.com/#!/article/49828/week-ahead-all-about-that-fed I believe the relationship between data and the S&P 500 has been unprecedented in 2019. Looking at the chart above you see 2 very significant divergences in this relationship
https://www.zerohedge.com/news/2019-06-05/disconnect-between-economy-stocks-record-highs The disconnect between global data and stocks has never been wider. I believe there is a simple explanation. In my opinion record amounts of dystopian interventions, both in the
Building a tower with blocks of wood can only go so far. It seems to work well in the beginning but at some point you know that every block you
“The number of zombie companies in advanced economies last year stood at 536, or 13% of the total, according to Bank of America Merrill Lynch.” https://www.cnn.com/2019/03/31/investing/stocks-week-ahead-zombie-companies-debt/index.html A September 2018 BIS
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