Monthly Archives: December 2020

Cathie Wood Sees 20 Percent Returns In 2021

Get well, Carol K.. You crushed me on in our bet for the year-end S&P 500 target. This one’s for you.  

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At Least Some Things Never Change

With the markets unmoored from historical reality (along with half the country, by the way) and valuations at historic and unprecedented extremes, it’s refreshing to see some things don’t change, such as the painful short squeeze taking place in the … Continue reading

Posted in Equities, Fed | Tagged , , | 1 Comment

Semiconductor Manufacturing In The U.S.

Source:  SIA 

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China’s Covid-19 epicentre Wuhan now seems lively and relaxed

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Stocks On A Long Monetary Leash

M2 Money Stock – Weekly % Year-on-Year Change  Stunning to see the weekly monetary aggregates (M2) continue to grow at an unprecedented 25 percent year-on-year rate.  Not so stunning to see the stock market mania being led and fueled by … Continue reading

Posted in Coronavirus, Economics, Uncategorized | Tagged , , , , , , | 1 Comment

The Paradox Of Value & The Water-Diamond Paradox

Times they are a changin’. Water is joining gold, oil and other commodities traded on Wall Street, highlighting worries that the life-sustaining natural resource may become scarce across more of the world. Farmers, hedge funds and municipalities alike will be … Continue reading

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Amazon Set To Become The Fastest Growing Healthcare Co

Healthcare will be the most disruptive sector in history, what’s about to happen to healthcare in the next two years in the United States. – Professor Scott Galloway, NYU Stern School of Business Michael Smerconish‘s opening segment in last Saturday’s … Continue reading

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