Globally, we’ve been seeing a rotation between cyclicals vs. defensives, but there’s one market where we’ve yet to see this play out. For America, cyclicals have been a major source of strength, and that may not necessarily be a good thing as we discuss in this article… Read More…
This is an interesting, if obscure, indicator (at least not many people talk about it)... particularly so with the latest results. The indicator provides a view on institutional investor... read more
Commodity Futures Trading Commission (CFTC) Commissioner Bart Chilton spoke with FOX Business Network (FBN) about the CFTC suing Jon Corzine over MF Global Holdings Ltd (OTCMKTS:MFGLQ)’s collapse. Chilton said, that... read more
Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the S&P 500 to... read more
The next step in the global populism trend could be felt December 4. This is when the Italian referendum to change the constitution, a measure supported by the political... read more
Stanley Druckenmiller called out Google as a good long position in November 2013 at the Robin Hood conference, but it seems he missed out on the big win that... read more
Space is once again the new frontier, according to a research report Goldman Sachs sent out to clients this week. Private sector investment is reigniting the space race. Industry barriers... read more
During his recent interview with Tobias, Jack Forehand, Partner at Validea Capital Management, discusses whether big data leads to more value traps. Here’s an excerpt from the interview: Q3 2019... read more
The Brain Gain Of Corporate Boards: Evidence From China by SSRN Mariassunta Giannetti Stockholm School of Economics; Centre for Economic Policy Research (CEPR); European Corporate Governance Institute (ECGI); Swedish House... read more
Since 2018, Trump's trade wars have made US trade deficit only worse, while hurting the poorest economies the most and penalizing global prospects. Q3 2019 hedge fund letters, conferences and... read more
Last week, the Bank of England threw the kitchen sink at the UK financial system in an attempt to stave off any Brexit related economic turbulence by cutting the... read more
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