Authored by Mihir Worah via PIMCO, EXECUTIVE SUMMARY At this stage in the cycle, investors should consider inflation risk, market dispersion, recession risk and other key factors we discuss in our midyear update. We identify five opportunities for the near term as well as provide…
Update: While it seems American (dollar) investors see no value in the barbarous relic, Bloomberg reports that Gold futures volumes have surged on the Borsa Istanbul as the volatile currency attracts speculation and after the lira’s plunge boosted the local price of metal. The 90-day…
While US investors are fighting each other off to buy stocks (well FANG stocks), Chinese and European equity markets have suffered in recent months amid growth concerns and trade war fears. One might not know it looking at the Euro Stoxx 50 Volatility Index hovering…
Authored by Michael Lebowitz via RealInvestmentAdvice.com, “See no evil, hear no evil, speak no evil” Currently, investors appear to be covering their eyes, ears, and mouths and ignoring the Federal Reserve’s (Fed) determination to increase interest rates. This divergence of outlooks between investors and the…
Investors were tazed and confused by Facebook’s honesty… Of course, all eyes were on FANGs and specifically Facebook… (GOOGL and NFLX managed to get back to even) Even AMZN was down (-3% ahead of its earnings – worst day since April 24th – day before…
While the FAANG stocks remain a favorite group for both institutional and retail investors, having been responsible for all the market gains in the first half of 2018, a new round of warnings about their future performance has emerged in recent days. On Wednesday, during…
Last weekend we reported that as part of the failure of a Chinese investor’s inability to make a €32 million debt owed to Paul Singer’s Elliott Management, the legendary investor and hedge fund billionaire was set to take control over the legendary Italian soccer club,…
Investors chose to ‘barbell’ their portfolios today (if you want to believe that such a thing as ‘investors’ exist) – seeking protection from trade wars by buying bonds and buying the biggest cap, highest valuation, tech behemoths – makes perfect sense really… Chinese stocks were…
Public and private investors can learn a lot from SpaceX. Basic caution, to start. VISIT THE SOURCE ARTICLE Elon Musk and SpaceX: Wearing out their welcome?
Investor’s Business Daily has a good editorial calling these stuffy, arrogant NeverTrumps onto the carpet. VISIT THE SOURCE ARTICLE With the string of Supreme Court victories, will the NeverTrumps now apologize?
