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Newsclips
A Poor Outlook and Expensive Markets
November 24, 2020
Despite the markets "living in the second half of 2021," signs are emerging that the next few quarters will be a struggle. Analysts are not as optimistic about the return to normal.
Newsclips
Quick Comments/What We’re Reading
November 24, 2020
Today's topics include Treasury Secretary Janet Yellen, the ECB's labor market support, odds of eviction on the rise, Japanification, Bloomberg's covid resilience rankings, more on zombie companies, and Elon Musk's great week
Newsclips
Cartoons
November 24, 2020
Newsclips
Today’s Vaccine Announcement
November 23, 2020
AstraZeneca's sold off on news of a new vaccine with 70% efficacy. However, this new vaccine has a couple advantages to those offered by Pfizer and Moderna in recent weeks.
Newsclips
Quick Comments/What We’re Reading
November 23, 2020
Today's topics include business activity heads lower, inflation forecasts, studying low rates, outperforming the index, loose financial conditions, corporate debt binge, the Fed's corporate bond purchases, more on Mnuchin vs. Powell, checking in on the 60/40 portfolio, and more on the logistic issues for shipping industry
Newsclips
Cartoons
November 23, 2020
Newsclips
A Dark Winter Coming?
November 20, 2020
While vaccine news has provided a positive breath recently, infection counts continue to climb across the world. The response between now and the time the vaccine is widely distributed will be critical.
Newsclips
Quick Comments/What We’re Reading
November 20, 2020
Today's topics include Mnuchin pulls the plug on the Fed, quantifying the effect of Tesla's inclusion in S&P 500, bitcoin valuation, more on pandemic savings rates, FHA looks to make Fannie/Freddie private again before Trump leaves White House, positive seasonal trend for momentum stocks, and the problems with backstopping money market funds
Charts of the Week
Updating Countries’ Responses to the Second Wave
November 20, 2020
Western Europe has become more stringent in lockdown policies as virus counts rise, but North America has yet to follow suit.
Charts of the Week
Speculators Making Extreme Bets on Grains
November 20, 2020
By at least one measure, speculators have not been this bullish on grains since January 2004.
Charts of the Week
Rising Shipping Costs From China to L.A.
November 20, 2020
Rising demand for Chinese goods in the U.S. has created a logistical imbalance in the shipping industry.