It appears that we are in the midst of a mobile payment revolution.  Just four or five years ago, the concept of making payments with your smartphone was not... Read More

China Local Deficit  a bigger issue? Though China's explicit government debt is only 16% of GDP, its local governments’ deficit was much bigger at 23.6% of GDP at the... Read More

After a relatively slow start to the year, last month Crispin Odey returned to form. During July Odey's OEI Mac strategy, which consists of the OEI, OEI Mac, and... Read More

A high speed trading firm that often accounts for 4 percent to at times as much as 9 percent of overall stock market volume, agreed to pay a $16 million fine... Read More

The equity quantitative team at Bank of America Merrill Lynch thinks this complacent stock market, lulled to sleep by high expectations for growth and central bank stimulus, is “ripe... Read More

Today, more investors are pouring cash into passive strategies as they chase lower fees. In September alone, $12.7 billion went into equity passive funds, up from $8.5 billion the... Read More

The global financial crisis of 2008 has slowly yielded to a global unemployment crisis. This unemployment crisis will, fairly quickly, give way to a political crisis. The crisis involves all... Read More

A significant volatility shake-out in currency markets occurred as a result of the Brexit emotion following Friday's vote. The resulting shock has created investing opportunity. A Barclays report notes... Read More

At this year's annual Robin Hood conference, which was held virtually, the founder of the world's largest hedge fund, Ray Dalio, talked about asset bubbles and how investors could... Read More

The second quarter reporting season is off to a great start, and it looks as if the worst of the profit recession is behind us, that’s the key takeaway... Read More