In 2018, a year in which the S&P 500 declined 6.4%, Crispin Odey's flagship hedge fund, Odey European, reported a return of 53%, making it the best performing hedge... read more

Border Taxes Now that President Trump’s inauguration has taken place, the debate has returned to his potential policies and what they could mean for the US economy, as well... read more

ECB - If You Buy It, They Will Build It by Cook & Bynum The European Central Bank seems eager to buy debt almost without discretion – or at least... read more

J.C. Penney Company, Inc. (NYSE:JCP) is instituting a new plan to block takeover bids for the next year. The plan, which was revealed in a statement released earlier today,... read more

Guangdong: The Epicenter Of China's Rebalancing by Dan Steinbock China’s southern province, Guangdong, is emerging as a globally important innovation zone and consumer market. It moves into the future as... read more

A research note by Citi analysts Rohit Thapliyal, Haein Choi and Robert Rowe examines the impact of GSE related headlines on agency debt, MBS, preferred stock and equity markets... read more

The equity markets have remained strong since the beginning of the year, but every so often, we catch a glimpse that this could soon change. Major stock indices like... read more

Brent crude prices have been on an upswing in recent months, and most people assume this is because of rising tensions in Libya and continuing problems in Nigeria. However,... read more

Fannie Mae / Federal National Mortgage Association (OTCBB:FNMA) and Freddie Mac / Federal Home Loan Mortgage Corp (OTCBB:FMCC) are probably not long for this world, having taken a lot of the... read more

Last week's issue of Grant's Interest Rate Observer took aim at Elon Musk's SolarCity Corp., America’s largest solar power provider. At first glance, without digging into the company's accounts, SolarCity is one... read more