As of Monday, February 8, 292 S&P 500 companies have reported (56%). Q4 2020 earnings growth has turned positive, with analysts expecting 3.6% growth. The beat rate is still well above average at 81%.
Today's topics include what's working in 2021?, issuing ultra-long debt, inflation breakevens hit highest level since 2014, betting on the most shorted stocks, low corporate rates, Yellen vs. Summers, Tesla gives bitcoin nod of approval, testing OPEC's resolve, the long-term significance of Gamestop, more hedge fund woes, and jubilee
There are still almost 10 million fewer jobs in the U.S. than there were prior to the pandemic. As might be expected, a large chunk of these lost jobs are in the leisure and hospitality industry.
Today's topics include the real wall street revolution, loan funds find inflows, Robinhood scraps trading restrictions, COVID updates, stimulus next steps, struggling to find solid ground, buying order flows, who is trading bitcoin, modern central banking, bond market showing weak equity signs
A look at the relationship between short interest and returns in 2021
Q4 GDP rose 4% on an annualized basis, largely on the back of private business investments and inventory rebuilds.
Although silver ETFs have seen massive inflows the past couple weeks, the futures market appears to be remaining calm.
Over the past three months, small caps stocks have outperformed large cap stocks by their widest margin since March 2000.
Although house prices have risen markedly in the past six months, a few cities across the U.S. have yet to regain their pre-2006 levels in home prices.
Updating the growth in central bank balance sheets
A look at year-over-year CPI since 1800