Today's topics include portfolio trading, valuation fears, central banks are not about to exit the markets, growth stocks continue pummeling value stocks, yesterday's PMI releases, the stats on day traders, the generational effect, negotiating additional stimulus, leveraged loan relief, Austria's 100-year bond, and more on Buffett's struggles.
While the polls are still looking unfavorable for Trump, his odds of winning the election according to the betting markets have stabilized.
Today's topics include what a difference tech stocks make, Jay Powell is the new bond market king, weighing the costs of an expanding balance sheet, dissecting the equity rally, money market fund assets remain high, more on this recession's wealth divide, using Mr. Spock to explain the stock market vs. the economy, and household debt.
As the economy re-opens, infection counts keep spiking. What should be expected next?
Today's topics include gold and negative rates, rising uncertainty, central bank balance sheets, market breadth, comparing market bubbles, cash is king, retail traders, and globalization.
Today's topics include the 90% recovery, the low cost of hedging against inflation, market support vs. economic support, questioning the Fed's corporate bond purchases, notable names predicting subpar stock returns over next decade, production vs. consumption in the U.S., commercial real estate, and peak oil.
Polls and betting markets continue to show Democrats increasing their lead over Republicans.
Today's topics include updating jobless claims, increasing Treasury supply, ECB subsidizing European banks with negative rate loans, the world's reliance on the dollar, spending habits by wealth profile, Hertz hits pause on stock sale, Moneyball for bond traders, deferred loan payments, and currencies unhinge from fundamentals amidst stimulus.