Large Bankruptcies pic.twitter.com/nrQVucmKgd
— Win Smart, CFA (@WinfieldSmart) September 8, 2020
Permanent layoffs in the US keep climbing.
— Win Smart, CFA (@WinfieldSmart) September 10, 2020
'The 65% of owners who believe their business will survive is the lowest percentage recorded in the survey thus far, down from 73% in July and 68% in April.' https://t.co/RcjRwfSqyG
— Jesse Felder (@jessefelder) September 10, 2020
M2 & M2 VELOCITY pic.twitter.com/W4DlOnfswr
— Win Smart, CFA (@WinfieldSmart) September 8, 2020
📌Investors Intelligence Survey: Managers remain too optimistic, less than previous week.
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Bulls> 59.0
Bears> 16.4
Spread> 42.6 from 45.1 (Past week)> very Bullish pic.twitter.com/HPJC2XzAo0— Antonio Pérez-Algás (@apanalis) September 10, 2020
√ Always interesting to see how #ZIRP & #QE have profoundly changed some long-term relationships between nominal GDP & monetary aggregates as #US money multiplier & velocity have both collapsed pic.twitter.com/SOaX5xTHu1
— Patrick Zweifel (@PkZweifel) September 3, 2020
JPMorgan’s Strategic Income Opportunities Fund is now more than 40% invested in cash, "probably the most conservative" it's been positioned since the 2008 crisis: JPMorgan's Oksana Aronov via @Ruth_Liew10 @theterminal She calls bonds "an incredibly rich asset class."
— Lisa Abramowicz (@lisaabramowicz1) September 8, 2020