by jessefelder Despite the stock market rally so far in 2023, the S&P 500 Index has not come close to regaining its all-time high put in early last year. What has soared to new highs, however, is the stock/bond ratio. …
by bitkogan Hedge funds and other large speculators have taken the most skeptical view of stocks since 2012. This fact alone doesn’t imply an inevitable market decline. On the contrary, sentiment could change for any reason, leading to a massive …
Good morning! Shall we speak of good news from Asia? China lop-sided growth (mostly supply & not much demand) finally more balanced! Sadly, we're at a lower equilibrium with supply and demand downward: July retail sales disappointedIP slowedInvestment rather bad!!! …