Investment Watch Blog

by mikebcity If you use 13F filing data in your investing research then please take a few minutes to read this important message. You may have already seen the SEC proposal https://www.sec.gov/rules/proposed.shtml?__s=cvwgmhfkxsnsnrbvs6py to dramatically raise the required reporting threshold for 13F filings. This proposal would change the AUM threshold that investment managers must meet every quarter from $100 … Read more

by uvontheterrible A growing list of states and cities are currently attempting to impeach or recall governors, mayors and other officials who have abused their power – Full list in post – Get out there and do your part! These are real recall petitions going through the proper channels to recall the governors in these states. … Read more

https://www.cnbc.com/2020/07/16/bank-of-america-bac-earnings-q2-2020.html The bank said it generated earnings of $3.5 billion, or 37 cents a share, exceeding the 27 cents a share expected by analysts surveyed by Refinitiv. However, revenue of $22.5 billion barely edged out analysts’ estimate of $22 billion. Shares of the Charlotte, North Carolina-based bank dipped 2.4 percent in premarket trading. Bank of … Read more

With questions continuing to swirl about his mental health, a new Rasmussen poll has found that only 54 per cent of Americans believe Joe Biden is capable of debating President Trump. The national telephone survey found that just over half of likely voters thought Biden could take part in a debate with Trump while 36 per cent … Read more

by AC Critical race theory is spreading rapidly through the federal government. Last week, a whistleblower sent me a trove of documents about a divisive "diversity training" at the Treasury Department. What I discovered is deeply disturbing—and an affront to equality. Buckle up. 🧵 — Christopher F. Rufo ⚔️ (@christopherrufo) July 15, 2020 Here’s a … Read more

ZIRP4LIFE https://t.co/xdT9ov6QKe — Liberty Street News (@LbrtyStreetNews) July 15, 2020 https://twitter.com/NorthmanTrader/status/1283447342029508611 A hedge fund manager who returned 47% this year by betting on gold and Treasuries says the next decade is going to be marked by inflation that central banks are powerless to control https://t.co/Jsj1X6Le43 — Bloomberg Markets (@markets) July 15, 2020 A hedge fund … Read more

if the market ever does sell off again I expect it to look like a series of V-shaped recoveries all the way down — . (@StockCats_2009) July 15, 2020 Options traders are pricing in higher volatility despite record highs for the Nasdaq, and that is one of the reasons to be cautious at the moment. … Read more

It Starts: Mortgage Delinquencies Suddenly Soar at Record Pace And this is just for April, the very beginning of the Pandemic’s impact on housing. OK, it’s actually worse. Mortgages that are in forbearance and have not missed a payment before going into forbearance don’t count as delinquent. They’re reported as “current.” And 8.2% of all … Read more

By Tsvetana Paraskova Travis County in Texas voted on Tuesday to give Tesla at least US$14.7 million in tax breaks if it chooses to build its new Gigafactory near Austin, taking another step toward luring the EV maker to Texas. The Travis County Commissioners Court voted 4-0 on the deal, with one abstention, The Street reported. Earlier … Read more