Today's topics include retail and non-profitable tech, exuberance in the market, the IMF updates its world economic outlook, more on the idea of a savings glut, a housing shortage, capital fundraising off to fast start in 2021, ranking presidents by real stock returns, an update on the logistical logjam in global shipping, and maybe money can buy happiness
A replay of our January 28, 2021 conference call
Retail investors continue to set new options volume records and many stocks are undergoing a short squeeze.
As of Monday, January 25, 2021, 62 companies have reported earnings. 87% have reported an earnings beat, much higher than the overall average of 71%.
Today's topics include a look at stretched valuations, Stephen Roach thinks the dollar will continue to fall, looking for signs of bubbles, market timing increases volatility, 2020's top hedge funds by total profit, oil supply/demand, more on the move away from LIBOR, value investing, and working from home
Today's topics include talking inflation, guessing when the Fed might taper, SPACs help wall street's bottom line, hedge fund returns all over the map in 2020, a look at the stocks with the highest PE ratios, a note of caution for those piling into thematic funds, and a different take on global income equality
Lower interest rates helped increase the Fed's remittances to the Treasury in 2020.
As countries try to keep their economies afloat during the pandemic, global money supply growth has marched higher. M2 growth in the U.S. is at its highest level on record.
Those wanting to ship goods from China to Europe are facing massive cost increases.
Traders have become pessimistic on the dollar to a level rarely seen.