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Newsclips
Quick Comments/What We’re Reading
January 26, 2021
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
Newsclips
Cartoons
January 26, 2021
Conference Calls
Are Markets Acting Rationally?
January 25, 2021
A replay of our January 28, 2021 conference call
Newsclips
Squeeze!
January 25, 2021
Retail investors continue to set new options volume records and many stocks are undergoing a short squeeze.
Newsclips
Q4 Earnings Update: The Fast Start Continues
January 25, 2021
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%.
Newsclips
Quick Comments/What We’re Reading
January 25, 2021
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
Newsclips
Cartoons
January 25, 2021
Newsclips
Quick Comments/What We’re Reading
January 22, 2021
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
Charts of the Week
The Fed’s Remittances to the Treasury Jumped Higher in 2020
January 22, 2021
Lower interest rates helped increase the Fed's remittances to the Treasury in 2020.
Charts of the Week
Global Money Supply Growth
January 22, 2021
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.
Charts of the Week
Rising Shipping Costs From China to Europe
January 22, 2021
Those wanting to ship goods from China to Europe are facing massive cost increases.