Ritesh Jain – ValueWalk Premium

Institutions Prediction for 2020

The following is a synopsis of what the larger professional institutions and their research departments are expecting for 2020; via Market Cycle Wealth Management. Q3 2019 hedge fund letters, conferences and more GOLDMAN SACHS: U.S. recession risk is limited to a 20% chance in 2020 Federal Reserve to remain on hold,...

David Hume & The PBOC: He who laughs last – Russell Napier

Russell is my all time favourite strategist and this article https://www.eri-c.com/news/303 on the dilemma facing the People Bank of China is a must read. Q3 2019 hedge fund letters, conferences and more I have take screen shot of some interesting paragraph which will tell you that china is in serious trouble. China...

US headed for 0% GDP growth in Q4 and Q1

Asset price is a simple case of demand and supply. The following words from Agnico eagle CEO ( one of the largest gold miner in the world) will tell you the supply situation. Smart investors already know about the demand picture. Q3 2019 hedge fund letters, conferences and more There is...

Saxo Bank Outrageous Predictions For 2020

This makes for an interesting reading: Continuing almost two decades of tradition, our experts have made 10 Outrageous Predictions for the year ahead. Their consensus-smashing forecasts would send shockwaves through the markets, if they come to pass. So will they prove pure fantasy or visions of reality? Rirriz / Pixabay Chips go...

Debt owed by governments, businesses and households around the globe is up nearly 50% since before the financial crisis

Q2 hedge fund letters, conference, scoops etc “Debt owed by governments, businesses and households around the globe is up nearly 50% since before the financial crisis to $246.6 trillion at the beginning of March” .The only way out is default through Devaluation Capex investments, a key driver of future growth expectations...

Deutsche bank is the biggest systemic risk today

Something is seriously rotten in European banking and Deutsche bank is the biggest systemic risk today. Q2 hedge fund letters, conference, scoops etc European bank and financial services stocks just closed below their lows of 2011, 2012 and 2016. The entire economy is Fyre festival The day that this chart, showing positive and...

Whenever CNY has depreciated it always means deflation in the world

Whenever CNY has depreciated it always means deflation in the world because weak Chinese currency makes Chinese exports cheaper and hence falling CNY means falling GOLD prices…. Q2 hedge fund letters, conference, scoops etc More important than “currency wars”, file this one away in the something-big-changed-recently drawer Page Industries (India franchise of...

Negative yielding crosses $15 trillion

Nomura on US equities “We would expect any near-term rally to be no more than a head fake, and think that any such rally would be best treated as an opportunity to sell in preparation for the second wave of volatility that we expect will arrive in late Aug or...

The Longest expansion just got longer

IMF growth estimates US growth estimate for 2019 revised up by 0.3% to 2.9%. Q2 hedge fund letters, conference, scoops etc FED does not need to cut but a rate cut will stimulate the economy. If that were not enough President trump can now increase fiscal spending heading into election in 2020...

Macroeconomic Overview A Misdiagnosed U.S. Economy – Guggenheim

Consumers, businesses, and investors confronted a meaningful headwind in the second quarter of 2019—the risk of escalating trade tensions and their unintended consequences. This came to fruition when China was perceived to backtrack on agreements regarding changes it would make to its trade and domestic policies, bringing negotiations to...

We are on the verge of a currency war

Pick and choose your poison. An economy which is growing at 3% and an unemployment rate of less than 4% will see rate cuts in next week Fed meeting. We are truly on the verge of a currency war. Q2 hedge fund letters, conference, scoops etc Small business selling prices suggest...

Europe & EM in particular remain potential value traps

Prerequisite Capital writes in their newsletter: Q2 hedge fund letters, conference, scoops etc Perspective around World & US Equity markets, before launching into an expanded discussion of the required Portfolio Strategy elements that are likely to be well suited to the next 25 years Global Equities: the USA vs. the World Here...

The Chinese economy is deteriorating fast [Charts]

The EM-DM growth differential is depressed in a historical context Q2 hedge fund letters, conference, scoops etc The GDP growth differential between EM and DM has collapsed since 2010. While it appears to be stabilizing most recently, escalation of the trade war puts this at risk.The growth differential between EM and...

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