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by Fair_Criticism Joel Tillinghast, a once-legendary portfolio fund manager and former colleague at Fidelity, sometimes describes retail apparel investing as “momentum-based”. After all, when it works, you look like a … Read more
the only problem: if growth doesn't turn up – fed lets off on monetary accelerator in early 2020 – and equity prices remain at lofty levels – the market will … Read more
Goldman Sachs’ private equity clients are not feeling good about the global economy. According to the bank’s chairman of investment banking, “Every one of our clients is focused on being … Read more
Equity Risk Indicator/S&P 500 – @SoberLook @ISABELNET_SA @MorganStanley pic.twitter.com/SvmEcnnxUF — Rob Hager (@Rob_Hager) December 3, 2019
by confoundedinterest Another consequence of Central Banks pushing interest rates extremely low … and ever negative. (Bloomberg) — Investors plowing cash into private assets may recall the words of Wall Street legend Barton … Read more
by Jesse “Whoever commits a fraud is guilty not only of the particular injury to him who he deceives, but of the diminution of that confidence which constitutes not only … Read more
JPMorgan’s Warning: Lower Equity Returns Are on the Way Nov.06 — Kerry Craig, global market strategist at JPMorgan Asset Management, talks about the outlook for corporate earnings and stock markets. … Read more
In funds with a liquidity mismatch, the First-Mover Advantage is huge, as Woodford’s investors found out. By Nick Corbishley, for WOLF STREET: On Oct 15., it was announced that Neil Woodford’s flagship … Read more
by Lance Roberts In last week’s update, I discussed the case of why it was “now or never” for the bulls to take control of the market. To wit: The ECB announced … Read more
by Jesse “Life is a school of probability.” Walter Bagehot Obviously while they are some similarities, it will take a high volume break to the downside to make a predictive … Read more
'There are signs that US equity outperformance may be running out of steam.' t.co/lnG8d7k4I2 by @louis_gave pic.twitter.com/SHooLcD4WS — Jesse Felder (@jessefelder) October 18, 2019 The End Of The Trend? — … Read more
by Frank Holmes, CEO, U.S. Global Investors The rich are getting richer and the poor are getting poorer, and for that we can largely blame policies of envy that increasingly … Read more
Investor confidence in equities is nearing 2008 lows Aggregate HFs’ exposure to DM equity and DM govt bonds [Nomura estiamtes] pic.twitter.com/i8bFewHXCa — 𝕮𝖍𝖎 🛢️ (@chigrl) October 13, 2019
by SpontaneousDisorder Got the title from this tweet twitter.com/lisaabramowicz1/status/1177029332608409600 And if you’re paywalled…………… The emergence of racier high-yield bond deals in Europe may be pointing to a market that’s reaching … Read more
Precious metals offer tremendous value for investors today.
🇺🇸 Can someone remind me what happened with the equity market the last time the trend in (fictional?) operating EPS diverged massively from earnings from a true national income perspective? … Read more