Investment Watch Blog

https://twitter.com/NorthmanTrader/status/1197503255376302081 Central banks policies enabled dual global Debt+Asset Bubbles. (330% global debt-to-GDP – IIF). B/C of it, the world can't grow w/o fake ultra-low rates, which destroy every citizens calculus to retire (live on savings income). The world grew at much higher rates historically👇🤔 pic.twitter.com/fhk8AyFN4J — M/1_LP (@MI_Investments) November 21, 2019 From our latest Global … Read more

Louis Bacon’s Moore Leon Cooperman‘s Omega Michael Platt’s BlueCrest Philippe Jabre’s Jabre Capital Jon Jacobson’s Highfields Richard Perry’s namesake fund Eric Mindich’s Eton Park John Griffin’s Blue Ridge Did modern AI do them all in?   Recent hedge fund heavyweight closures- Louis Bacon's MooreLeon Cooperman‘s OmegaMichael Platt’s BlueCrestPhilippe Jabre's Jabre CapitalJon Jacobson’s HighfieldsRichard Perry’s namesake … Read more

By Jared Dillian When I was a trader at Lehman Brothers, I was told not to talk to the media under any circumstances. If a reporter calls and says, “I’m so-and-so, and I’m from The Wall Street Journal,” you hang up. Click. There doesn’t seem to be a good relationship between the traders and the reporters who … Read more

by Puzzleheaded_Match Some of the world’s top investment bankers gathered at a Riyadh palace on Saturday to deliver their final recommendations on a project that had consumed the government of Saudi Arabia for the past few years: the initial public offering of Saudi Aramco. The financiers were there to meet Yasir al-Rumayyan, the state oil … Read more

The Chinese government has issued vague but stern-sounding warnings that it will retaliate for a bill passed by Congress that would require the White House to protect human rights and ensure the territory’s autonomy. But China’s options for economic retaliation are limited. And most of these options have already been exercised amid President Donald Trump’s trade war. China’s … Read more

Frankfurt am Main, November 21, 2019 — The outlook for Germany’s banking system has changed to negative from stable Moody’s expects the banks’ profitability and overall creditworthiness to weaken in a low interest rate environment The outlook for Germany’s banking system has changed to negative from stable as the profitability and overall creditworthiness of the … Read more

Topics That Will Be Considered: 1. Recession Odds, 2. Recession Triggers, 3.Road to Recession, 4. Policy Response, 5. How Severe a Downturn https://www.moodysanalytics.com/-/media/presentation/2019/mas-gs1-the-next-recession-zandi.pdf    

Wolf Richter wolfstreet.com, http://www.amazon.com/author/wolfrichter A serious rejection in its first major discussion of negative interest rates recounted in the FOMC minutes. The minutes for the FOMC meeting on October 29-30, released today, shed some light on the laundry list of discussions arising out of the Fed’s current review of monetary policy strategy, where it tries … Read more

pic.twitter.com/osezECwPO1 — Donald J. Trump (@realDonaldTrump) November 21, 2019   h/t dr0id

Kim Foxx @KimFoxxforSA I ran for Cook County State’s Attorney four years ago because we needed to change criminal justice in our county. Today, I’m officially announcing that I’m running for re- election. We’ve gotten a lot done, and we can’t go back now. There are many options running against you in both parties. Your … Read more