"A chart like this is nonsense, and the analysis behind it is lacking any sort of empirical anchor and is otherwise hopelessly confused. It's amazing that they shared it with a reporter because they thought it would make them look smart."
How is it that the real economy can be so weak while the asset markets continue to fly? Real Vision managing editor Ed Harrison explores this and more with…
The panic buying we’re seeing in TSLA and APPL today, following the historic runs into the stock splits effective today, firms my view that we are setting up for something sinister in markets...
"A decision to tighten monetary policy based solely on a model without any other evidence of excessive cost-push pressure that puts the price-stability mandate at risk is difficult to justify"
former Tesla employee-turned-whistleblower Karl Hansen makes shocking allegations about what transpired at Tesla’s Nevada Gigafactory in the spring and summer of 2018.
The crowded trades – growth vs. value, large vs. small, US vs. EAFE, market cap vs. equal-weight, USD vs. EM FX, Treasury bonds – stay crowded because there is no alternative in a world of shrinking returns on capital
Buffett is transitioning out of US money-center banks and into Japanese traders at a time when the BOJ dominates most capital markets and just as Abe announced his resignation, putting the future of the entire Abenomics platform in question.
