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Category Archives: Uncategorized
Did He Really Say That?
Geeezo Christopher Columbus! What a bitch slap directly to the face of “the deplorables.” The tax reform bill is rapidly setting up the potential for some major political blowback. Vive les élites! I think not having the estate tax … Continue reading
Global Risk Monitor – December 1
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
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Wall Street’s year-ahead forecasts have a familiar ring – FT
Wall Street strategists have unveiled their 2018 forecasts — and many look similar to the wrong bets of previous years, says US markets editor Robin Wigglesworth. ► Subscribe to FT.com here: http://bit.ly/2r8RJzM
Posted in Equity, Hedge Funds, Uncategorized
Tagged 2018 Forecasts, FT, Robin Wigglesworth, Wall Street
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Global Risk Monitor – November 24
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
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Cryptocurrencies, investing or gambling? – FT
Our FT Alphaville editor explains why she thinks buying cryptocurrencies is more similar to gambling than to investing. She also explores how regulators and tax authorities around the world are slowly catching up with this technology. ► Subscribe to FT.com … Continue reading
Supply (lack of ) Driven Bull Market
I had an interesting conversation with an economist friend this morning about inflation and excess capacity. He sees no evidence of excess capacity in the U.S. economy, including the service sector, where he cannot find, say, a plumber for hire … Continue reading
Posted in Charts, Equities, Inflation/Deflation, Uncategorized
Tagged Asset Markets, Buybacks, IPOs, Stocks, Wages
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Ten Year Expected Returns
Ten Year Expected Returns. Nominal returns expected for the next decade, based on valuations model, see best opportunities in the depressed $EEM stock space with an 8% return.$SPY stocks are priced at 2.6% for the next 10 years while $EFA … Continue reading
Posted in Bonds, Economics, Equities, Uncategorized
Tagged Ten Year Expected Returns, Valuation
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Party Like It’s 1999: U.S. – German 2-year Yield Divergence
What does this mean for capital flows? Euro should weaken, but it ain’t! ECB timid and waaaay behind the curve. The policy divergence between the U.S. & Germany is widening. The gap between U.S. & German 2-year yields is at … Continue reading
Posted in Bonds, German Bund, Germany, Uncategorized
Tagged 2-year yields, Germany, U.S.
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Bond Yields and Equity Prices
Interesting chart which reflects what we have been preaching for years. Central bank distorted and repressed bond yields result in a mispricing of all other assets. This chart goes a step further and quantifies it, though it assumes “all other … Continue reading
Posted in Equities, Interest Rates, Uncategorized
Tagged Bond Yields, Distortion, Equity Prices
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Global Macro Monitor 