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COVID Records and the Economy
November 11, 2020
As COVID cases continue to spike, lockdowns are being instituted and the economy is struggling. But, for now, all that is being overlooked because a vaccine is coming.
Newsclips
Quick Comments/What We’re Reading
November 11, 2020
Today's topics include inflation & stocks, the future of the Fed, active management's struggles, timing the economic impact of a vaccine, Ackman's equity hedge, more on this week's stock market rotation, and the Fed's emergency lending facilities.
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Cartoons
November 11, 2020
Newsclips
Updating the Macro Nature of Credit Trading
November 10, 2020
Since the Fed began buying corporate bonds and bond ETFs, this sector trades more like an index and less like a market of bonds.
Newsclips
Quick Comments/What We’re Reading
November 10, 2020
Today's topics include rising yields & reflation, yesterday's stock rotation, a different way to view value stocks, manufacturing vs. service economies, checking in on the world's richest people, the jobs market, weather's effect on COVID, a central bank makeover, and negative-yielding bonds.
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Cartoons
November 10, 2020
Newsclips
A Booming Re-Opening Rally
November 9, 2020
Good news on the vaccine front has ignited a powerful rally and a violent reversal away from work-from-home stocks. This is all good news. However, inflation and much higher interest rates now become a bigger risk worth monitoring.
Newsclips
Earnings Update: Record Beat Rates and High Valuations Continue
November 9, 2020
To-date, 434 S&P 500 companies (87%) have reported earnings. 86% beat estimates, a record pace. Stock valuations remain very high.
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Quick Comments/What We’re Reading
November 9, 2020
Today's topics include junk bonds for the long run?, quantifying the long-term effects of QE on stocks, more on stocks during divided government, funds hold smallest cash positions in at least 13 years, prime money market funds, fraud in the paycheck protection program, import substituting industrialization, and more on the 60/40 portfolio
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Cartoons
November 9, 2020
Charts of the Week
Updating Economic Activity via Alternative Data
November 6, 2020
Emerging countries' activity continues to improve, but advanced economies' activity peaked in early October.