Newsclips
An Earnings Update
April 20, 2020
Earnings season is about 10% complete and estimates continue to fall dramatically. Market valuations have swung wildly in the past few weeks.
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Quick Comments/What We’re Reading
April 20, 2020
Today's topics include refilling the Paycheck Protection Program's coffers, crude oil contango, zombie shale companies, the long-term economic risks from coronavirus, divvying up the small business loans, who should continue paying dividends?, stock market shorts on the rise, and downgrades test leveraged loans.
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Cartoons
April 20, 2020
Newsclips
Quick Comments/What We’re Reading
April 17, 2020
Today's topics include Chinese GDP down almost 7%, cash is king, Bostic estimates $500 billion a month needed for small businesses, dislocations in gold, Paulson's plea for globalization, Chinese oil refiners getting back to work, a look at oil demand after the crisis, record junk bond inflows, stock market sentiment, and grading Powell throughout the crisis.
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Cartoons
April 17, 2020
Newsclips
Talking Markets and the Economy
April 16, 2020
Jim was recently a panelist for Hedgeye's Investing Summit, talking about the markets and the economy.
Newsclips
TIC Update – Some Perspective on the Fed’s Treasury Holdings
April 16, 2020
The Fed's ownership of Treasury securities has grown astronomically over the past month.
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Quick Comments/What We’re Reading
April 16, 2020
Today's topics include initial claims, crude oil inventories rise, risk-on and risk-off rallying in tandem, small business loan funds almost gone, unusual currency price swings, Kashkari calls for banks to raise capital, Kocherlakota calls for more government support, Main Street vs. Wall Street, and inflation prospects.
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Cartoons
April 16, 2020
Newsclips
A Political Update
April 15, 2020
With Biden consolidating his position as the presumptive nominee, we look at the latest political charts and see a 50/50 election.
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Quick Comments/What We’re Reading
April 15, 2020
Today's topics include crude oil contango, gold's inverse relationship to real yields, more on the IMF's grim outlook, doubting the V-shaped recovery, the problem for pension funds, stock valuations in an uncertain time for earnings, blurred lines between fiscal and monetary policy, and retail sales fall off a cliff.