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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
by xxyoungmoneyxx69 This is a summary of an excerpt of some firm-wide DD sent out last week from Morgan Stanley. Thought this would be useful for you guys but let … Read more
Exodus from funds with illiquid assets forces more funds to block redemptions. By Nick Corbishley, for WOLF STREET: Equity and property funds in the UK saw withdrawals of £2.5 billion in July, … Read more
by Tom McClellan The stock market selloff since the last new all-time high on July 26 has brought the bears out, and they have been trading a lot of put … Read more
Authored by Michael Lebowitz via RealInvestmentAdvice.com, “All assets are priced where they are today because of central banks. That’s modern finance — it’s not about psychology or flows anymore, it’s … Read more
via @RVAnalysis: •If recession is coming, sell equity. •If recession is coming, there’ll be QE4. •US equities rise during balance sheet expansion (Fed, BoJ, PBoC, ECB, BoE below). •If recession is … Read more
$30 trillion of assets globally are held by similar open-ended funds. By Nick Corbishley, for WOLF STREET: The Bank of England warned on Thursday that “financial stability risks are increasing” from giant … Read more