Newsclips
More on Crude Oil ETPs Causing a Financial Crisis
April 28, 2020
Yesterday Jim talked to Erik Townsend of Macrovoices about a potential black swan event due to negative crude oil prices.
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Quick Comments/What We’re Reading
April 28, 2020
Today's topics include metrics to watch for signs of a rebound, PPP overwhelmed again as round 2 starts, Fed expands scope of muni facility for smaller cities, USO continues tweaking its holdings, comparing the growth in Fed's balance sheet to QE, deflation concerns, the slipping prospect of a V-shaped recovery, and black swan hedge funds.
Newsclips
Cartoons
April 28, 2020
Newsclips
An Earnings Update
April 27, 2020
Q1 2020 was expected to be bad, but the early results are far worse. If this were a normal quarter, the stock market would not take this news well. But because nothing is normal about this quarter, analysts are looking past this data. The problem is 2021 estimates are not great and forward P/E ratios are overvalued.
Newsclips
Quick Comments/What We’re Reading
April 27, 2020
Today's topics include pushing back on the idea of negative rates, more detail on PPP loans, reviewing the rules of the Main Street Lending Program, world GDP guesstimates, all this debt comes with a price tag, the hit to munis, the top heavy stock market, central bank stimulus, and crude oil's storage shortage.
Newsclips
Cartoons
April 27, 2020
Newsclips
Quick Comments/What We’re Reading
April 24, 2020
Today's topics include a bailout for oil companies?, Cushing's storage problem, questioning USO's activity this week, active management: stocks vs. bonds, China comes out of quarantine, a cautionary historical note, betting on falling yields in the U.S., pricing uncertainty, and Kocherlakota calls for a negative funds rate at next FOMC meeting.
Charts of the Week
Breaking Down the Paycheck Protection Program
April 24, 2020
A breakdown of the size of PPP loans and the industries that received them
Charts of the Week
The S&P 500’s Heavyweights
April 24, 2020
The stock market is its most top-heavy in decades.
Charts of the Week
Stock Picking Has Become More Difficult Since Mid-February
April 24, 2020
Since the mid-February high in the S&P 500, individual stocks have become highly correlated to the overall index, providing very little differentiation and opportunity for outperformance.
Charts of the Week
A Review of Foreign Net Purchases of U.S. Securities
April 24, 2020
A look at foreign net sales and purchases of U.S. Treasuries, agencies, corporates and equities through February
Charts of the Week
Tracking the Coronavirus
April 24, 2020
The latest coronavirus charts