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Conference Calls
How Big a Correction?
September 14, 2020
A replay of our September 17, 2020 conference call.
Newsclips
More on Rampant Options Trading
September 14, 2020
Evidence continues to mount that speculators have piled into the options market.
Newsclips
Quick Comments/What We’re Reading
September 14, 2020
Today's topics include using currency markets as trading alternative to dead bond markets, another look at inflation, the Fed's quest for inflation, zombie companies approaching same level as 2000 peak, how would the Fed handle fiscal policy?, the tech bubble, the U.S. government to support domestic rare earth mining, and global trade during the pandemic
Newsclips
Cartoons
September 14, 2020
Newsclips
Inflation Watch – Used Cars Accounted for 40% of Core CPI’s Gain
September 11, 2020
Used car prices rose 5.4% in August, the largest monthly increase since March 1969.
Newsclips
Quick Comments/What We’re Reading
September 11, 2020
Today's topics include the fragile recovery, prime money market funds, the cost of servicing debt, Lagarde talks about the Euro's appreciation, the Fed, Europe passes U.S. in infection cases, companies issuing debt before the election, no luck on stimulus, sell them all?, critiques on Shelton, and ETF milestone
Newsclips
Cartoons
September 11, 2020
Newsclips
A Political Update
September 10, 2020
Bettors still see Biden and the Democrats having a slight edge in the upcoming election.
Newsclips
Quick Comments/What We’re Reading
September 10, 2020
Today's topics include more on retail's effect on the options market, jobless claims, consumer spending, previewing next week's FOMC meeting, disappearing dividends, volatility in the oil market, exchange traded notes' slow death, and an ETF for CLOs.
Newsclips
Cartoons
September 10, 2020
Charts of the Week
Gold in a 60/40 Portfolio?
September 9, 2020
The 60/40 portfolio has come under fire lately, prompting some managers to question if gold can act as a hedge to stocks.