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Page 517 of 3385Conference Calls
Two Powerful Market Forces
July 9, 2020
A replay of our July 9, 2020 conference call.
Newsclips
Quick Comments/What We’re Reading
July 9, 2020
Today's topics include Fed speech, A Good Metric of The Gambling Mentality In Markets, The Trouble Measuring The Unemployed, Will schools open?, Gold rush, United warning, Housing payments, Is China moving higher again?, NY subways, Chinese market frenzy, and US China tensions.
Newsclips
Cartoons
July 9, 2020
Newsclips
ETF Flows, Co-invest With The Fed
July 8, 2020
Investors that use funds are not flowing into the equity market as the historic market gyrations of the last several months have not changed their patterns. They are, however, flying into ETF that the Fed is purchasing, preferring to co-invest with the Fed. Stock flows are now the domain of short-term retail traders.
Newsclips
Quick Comments/What We’re Reading
July 8, 2020
Today's topics include Shiller's thoughts, More stimulus talk, New sustainable economy, More job opportunities, VIX remains elevated, More testing capabilities, Hedge fund exodus, Back to school, China decoupling, NYC rental markets
Newsclips
Cartoons
July 8, 2020
Newsclips
Election Update – How Solid Is Biden’s Lead?
July 7, 2020
Lately, the news for Trump's re-election has not been good. Wall Street is now thinking Biden will win. The data indeed shows that Trump is behind. But his deficit is not as much as generally perceived, and nascent signs are showing Trump might be bottoming.
Newsclips
Quick Comments/What We’re Reading
July 7, 2020
Today's topics include PPP program, Gen Z, Is there immunity?, Retail retreats, VIX caution, Crude lifts higher, Reliving the 90's, 'V' or 'W'?, Commercial mortgages, College admission challenges, and Increasing targets but reiterating risk
Newsclips
Cartoons
July 7, 2020
Newsclips
Q2 2020 Earnings And Why They Matter
July 6, 2020
Q2 2020 Earnings season starts next week. Estimates are looking for a record decline of 43% so many have dismissed this quarter as a "bad" outlier and devoid of information. We disagree.
Newsclips
Quick Comments/What We’re Reading
July 6, 2020
Today's topics include China's Stock Market Rockets Ahead, COVID-19 Update. the Fed's warchest, Hedge fund starts, The Future of malls, Economy v. Market...again, Resurgence of Brexit, Buffett's gas purchase, Uber expands its domain, and Demand for oil