...the path will be volatile but selloffs are indeed dip-buying opportunities. It will end in tears at some point, maybe through political revolution or perhaps the collapse of fiat currency...
The shallow and fleeting spike in U.S. and German yields yesterday shows that these haven bond markets are more concerned about near-term pandemic challenges than the putative economic boost from a potential vaccine.
"The euphoria created by the presidential election result and the vaccine announcement will give way to a more sober analysis of how long and smooth the road to recovery will be."
If you don’t believe US corporate earnings can show dramatic operating leverage in 2021 then now is the time to consider lightening up on risk exposure.
WMT US comps nearly doubled estimates, jumping by 6.4%, even as the number of transactions tumbled 14.2% Y/Y, offset by a 24% surge in average ticket which means shoppers are consistently buying more every time they place an order.
While a snapshot of the top Robinhood holdings would have far more informational value, we will have to make do with a glimpse into what the increasingly useless hedge funds did in the third quarter...
Real Vision managing editor, Ed Harrison, and senior editor, Ash Bennington, discuss the all-time highs being set in the S&P 500 and the Dow Jones Industrial…
Buffett's infatuation with the banks is official over (with the exception of Bank of America) and it has been replaced with a new love affair with pharma companies.
Tesla Inc. will be added to the S&P 500 effective prior to the open of trading on Monday, December 21 to coincide with the December quarterly rebalance...
