The end of the party looms for markets high on stimulus. An economic boom could make last year’s gains go flat for investorst.co/JZOT9Le8mb • #WarrenBuffett warns of ‘bleak future’ for
by Chris Vermeulen of The Technical Traders Falling Bonds and rising yields are creating a condition in the global markets where capital is shifting away from Technology, Communication Services and Discretionary stocks have
by confoundedinterest17 (Bloomberg) — One of the ugliest things about this week’s selloff is that there are so few places to hide, and that’s bad news for a breed of quant which
By Egon von Greyerz Understanding four critical but simple puzzle pieces is all investors will need to take the flood that leads to fortune. Why then will the majority of investors
With Bitcoin surpassing $50,000 for the first time this morning, Business intelligence and mobile software firm MicroStrategy has announced it intends to sell bonds and use the net proceeds to “acquire
The financial system has seen massive inflows of cash, debt, currency, and money into stocks, ETF’s, and passive investments. We are looking at more investors asking which tech stocks to
By Matthew Piepenburg Regardless of one’s views as to the most realistic means of balancing human risk with economic risk, all would agree that COVID has both revealed and accelerated critical
by Chris Vermeulen of The Technical Traders A very interesting setup in both Copper and Bonds seemed to have telegraphed the collapse in the US stock market in early 2020. T-Bonds, which had
Congratulations, #ECB You can buy bonds of almost insolvent countries at negative yields. How a policy designed to buy time for governments to implement structural reforms has become an excuse
And it’s official…….. Corporate bonds now yield less than inflation expectation for the first time in history. BRRRRRRRRRRR……… pic.twitter.com/uuJsrkVSzY — Otavio (Tavi) Costa (@TaviCosta) December 3, 2020
by Jason Burack of Wall St For Main St Wall Street banks say that subzero yields are good for selling even more corporate bonds and corporate credit? WAIT WHAT??? Only a few weeks
Wall St. For Main St., Released on 12/1/20 Wall Street banks say that subzero yields are good for selling even more corporate bonds and corporate credit? www.marketwatch.com/story/neg… WAIT WHAT??? Only a
China’s credit market is plunging. Many reputable names and muni bonds falling 20%+ in a day. A recent near-default event spooked everyone. pic.twitter.com/TteK3U4e1Z — Hao HONG 洪灝, CFA (@HAOHONG_CFA) November
Risk parity exhaustion. Junk bonds and stocks are record overvalued in tandem for the first time in history. Why not buy a cheap asset that truly benefits from artificially low
by Keith Weiner of Monetary-Metals On Monday the dollar had a ferocious rally, moving up from 15.87mg gold to 16.77mg and from 1.21g silver to 1.32g. In mainstream terms, the price of gold
by Jason Burack of Wall St For Main St Britain’s economy has been supported by a surge in debt-fueled spending by the government, and the Bank of England (BOE) is buying up many