Newsclips
Interest Rates and Nominal Growth
December 9, 2020
Are interest rates heading higher on real growth or higher inflation expectations? Risk markets would respond very differently depending on the reason.
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Quick Comments/What We’re Reading
December 9, 2020
Today's topics include yet another new stimulus bill proposal, throwing some cold water on the SPAC craze, JPMorgan looks at the equity supply/demand picture for 2021, the potential for productivity gains, the COVID pension squeeze, betting on metals, pushback on the idea of ECB debt forgiveness, and gauging institutions' opinions on the upcoming year
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Cartoons
December 9, 2020
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Quick Comments/What We’re Reading
December 8, 2020
Today's topics include yield curve control, calls for ECB debt forgiveness, negotiations continue on stimulus bill, timing the markets is difficult, money supply and inflation, quantifying COVID's effect on the markets, and management fees continue lower
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Cartoons
December 8, 2020
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Options Mania Makes New Highs
December 7, 2020
The public's shift from mutual funds and ETFs towards speculating in individual stocks and options continues without pause. Last week's options volume boomed to a new record. All signs suggest the mania is making new peaks.
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Quick Comments/What We’re Reading
December 7, 2020
Today's topics include bonds' waning effectiveness as a hedge, an inflation mirage?, comparing historical stock market returns, the ECB's bond buying, betting on small hedge funds, more on the bipartisan stimulus bill, diving into sentiment indicators, a look at Japanese stocks, using AI to scour companies' earnings reports, and understanding low interest rates
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Cartoons
December 7, 2020
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Georgia Senate Update
December 4, 2020
Collectively the Georgia Senate runoffs are tightening according to a recent poll. The next few days will see some important milestones.
Newsclips
What Should The Fed Do?
December 4, 2020
Jim was on Bloomberg TV this morning talking about the Fed and what they should do at the December FOMC meeting.
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Employment in Pictures
December 4, 2020
With the November payroll report, the economy has still lost 9.83 million jobs to the pandemic. Wall Street economist forecasts have that number at 5.42 million at the end of 2021.
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Quick Comments/What We’re Reading
December 4, 2020
Today's topics include crude oil's breakeven, the downtown/suburb divide, Dudley offers five reasons to worry about inflation, inflows into TIPS funds, a different take on valuations, the death of globalization?, quantifying a vaccine's effect on stock sectors, and record low mortgage rates