by confoundedinterest17 Amazingly, The Federal Reserve keeps stoking the asset bubble with near zero interest rates. Despite the fact that the Taylor Rule (Rudebusch specification) is calling for a Fed Funds target rate of 2.66%. Uber-dove Charles Evans, President of the …
New Post – Important – The Deal that Broke the Bank – It is time to Connect the Dots. What is with Risk Divergence between banks in the USA vs. Europe and Japan?https://t.co/R6YsBBQuIv via @BearTrapsReport pic.twitter.com/3qQNLrq5qL — Lawrence McDonald (@Convertbond) …
When stock market fear is nearly absent and investors are frantically pushing the “buy” button, watch out. Here’s what’s going in 2021 versus the start of 2020 – right before “the fastest 30% sell-off ever.”
by Ted Dabrowski via Zero Hedge You can’t help but call it a Ponzi scheme. Not if you look at Chicago’s collapsing demographics and consider how they’re threatening the solvency of the city’s government-run pensions. Chicago households are on the hook …
As equities surge to all-time highs, volatility has all but vanished. Hedge funds are betting the calm will last, shorting the Cboe Volatility Index, or VIX, at rates not seen in at least 15 years. https://www.bloomberg.com/news/articles/2019-04-26/hedge-funds-are-shorting-the-vix-at-a-rate-never-seen-before?srnd=premium
Will Lehr interviewed on Reluctant Preppers “Safe as Money in the Bank?” Thanks to the carefully managed facade of solidity and stability, you are likely to believe that what you deposited into your bank account or safe deposit box belongs to …
by Ted Dabrowski and John Klingner of WirePoints You can’t help but call it a Ponzi scheme. Not if you look at Chicago’s collapsing demographics and consider how they’re threatening the solvency of the city’s government-run pensions. Chicago households are on …
Trump to Enforce Housing Aid Ban for Illegal Immigrants . By Philip Wegmann – RCP StaffApril 17, 2019 Trump to Enforce Housing Aid Ban for Illegal ImmigrantsAP Photo/Jacquelyn Martin, File The Trump administration will soon release new regulatory changes aimed …
Grant’s Interest Rate Observer Podcast, Released on 4/8/19 Barclay Leib (@btl0823) founder and principal of Sand Spring Advisors, LLC, comes by the office to discuss asset allocation, forensic accounting and Wall Street history. 1:44 Rules for selecting fund managers 5:40 …
via CNBC: Short sellers have borrowed $455 million worth of Lyft shares, or 6.61 million shares, according to IHS Markit. The cost to borrow Lyft shares rose to more than 100 percent or about 27 basis points a day, the …
via @TaviCosta: One can only imagine the level of risk retirement assets are exposed to these days.
via neonnettle: Quote:NYC officials announced this week they have added an extra $1.6m in funding to pay for the attorneys on top of the $10 million the city already allocates to cover legal costs for illegal aliens. On Thursday, New York …
By Irina Slav Hedge funds are buying oil once again after a pause earlier in March, signaling returning optimism about U.S. – China relations and subsiding concern about the global economy, Reuters’ John Kemp said in his latest column on hedge funds …
via Zerohedge: Over the past year, one of the key concerns to emerge in the $6.4 trillion investment grade corporate bond market is when and how will BBB-rated bonds, which now comprise 60% of all outstanding IG names in the …
via upfina: Index fund investing has become very popular in the past few years as investors love their low fees and hate how most fund managers underperform the market. There is a huge incentive for fund managers to spread negative information …
Grab a listen, its what I have known but others need to see for themselves. https://www.youtube.com/watch?v=wO4hP3y0Ovo Ken
by kiwimancy Last year Vanguard Quantitative Equity Group launched their set of factor funds VFVA, VFMO, VFQY, VFMV, VFLQ (13bps) and multifactor fund VFMF/VFMFX (18bps, doesn’t include low-liquidity) in the US. They decided to take a rules-based but unindexed approach …
Update: In an interesting twist, it looks like Trump has decided on a middle path that will allow him to keep the government open while getting more of his border wall built than Congress had initially authorized. According to WaPo, …
Two pension plans in Fairfax County, Virginia are anchor investors in a new $40 million venture-capital fund, according to a statement from the company. Other investors include an insurance company, a university endowment and a private foundation, said Morgan Creek …
Wolf Richter wolfstreet.com, www.amazon.com/author/wolfrichter “Liquidity issues at bond mutual funds could result in wider contagion and affect other parts of the financial system and the macro economy.” Bond investors go for different risks and returns. There is buy-low-sell-high, unless things …
While Congress use Billions of Tax Payers Dollars to fund Sanctuary Cities which aids and abets Illegal Aliens, Americans live on the streets in Tent Cities with no electricity or running water. California, Detroit, Chicago, Baltimore and many many more …
via sacbee: Nobody is happy about PG&E’s bankruptcy filing, but California’s two biggest public pension systems are positioned to absorb losses on the utility’s stock without major repercussions. That’s because the pension funds’ multi-million dollar investments in PG&E are tiny fractions of …
by DCG I wouldn’t expect anything less from sanctuary California. From SF Gate: California Governor Gavin Newsom wants to use $20 million of state funds to create an “Immigration Rapid Response Program” that provides aid to migrants who arrive at California’s border. In …
By Tsvetana Paraskova Last year’s heightened volatility in energy markets—typically a welcome background for fund managers to make profitable trades—proved to be less than stellar news for energy-focused funds. Energy-exposed funds have been suffering since 2016—first because of subdued volatility, …
All in time for National Popcorn Day! https://twitter.com/LadyQanuck/status/1085429184124604416?s=09 https://www.uscourts.gov/news/2019/01/07/judiciary-operating-limited-funds-during-shutdown From article: During the partial shutdown of the federal government, which began Dec. 22, 2018, the Judiciary has continued to operate by using court fee balances and other “no-year” funds. The …
via newsweek: Where the Money came From Federal Reserve $8.2 trillion; included bank loans and asset guarantees. Treasury Dept. $6.8 trillion; included TARP funds, stimulus spending, and tax benefits. Other $654 billion; included $134 billion from FHA to guarantee residential mortgages. …
via visualcapitalist: For the vast majority of investors, it makes sense to hold a diverse portfolio of investments. But, unless you are willing to go out and individually pick 20 different securities yourself, it’s likely you will be relying on financial …
Recession, 10% High Yield Spreads and aKey Points 1½% Fed Funds Rate – Prelude to a Storm?Tough it was that dawn to be an investor, but to be in Treasuries was very heaven…’ (after Wordsworth) ask act@liquidity.com for reports ! …
by Jesse Interestingly the recent trends have reversed. Physical silver is now flowing out of the trusts and funds, while gold is coming back in, and rather quickly.
by Jon Rappoport Alert to pension fund managers all over the planet—and to everyone else— “If 1,000 US and global pension fund managers start asking questions it could change everything – like stopping a nuclear war.” That’s a statement from …