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View all articlesThe outlook for Bank of America continues to deteriorate (from JustDario via X)…
Read articleWhy the BRICS currencies are not an imminent threat to the U.S. dollar (from the American Institute for Economic Research)…
Read articleCorporate insiders appear quite nervous (from The Daily Shot)…
Read articleA global easing cycle is expected to begin this year (from Game of Trades via X)…
Read articleThe New York Fed’s manufacturing index collapsed this month (from ZeroHedge)…
Read articleThe Fed’s media “mouthpiece” hints that the end of quantitative tightening (QT) is near (from ZeroHedge)…
Read articleJavier Milei – the newly elected libertarian president of Argentina – gave a jaw-dropping speech at the annual meeting of the World Economic Forum in Davos, Switzerland, earlier this month. Here are the highlights (from Milei Explains via X)…
Read articleBullish investors may face a “reality check” this year (from Morgan Stanley Wealth Management)…
Read articleThe Philadelphia Fed manufacturing index also showed significant unexpected weakness this month (from JaguarAnalytics via X)…
Read articleU.S. regulators are preparing a new rule to force healthy banks to borrow from the Fed’s discount window (from The Bitcoin Layer)…
Read articleThis little-known seasonal indicator is sending a relatively bullish message for 2024 (from Wayne Whaley via X)…
Read articleThe Fed and U.S. Treasury “blinked” last fall (from Lawrence Lepard/Equity Management Associates’ Q4 2023 Letter)…
Read articleThe largest U.S. public pensions are increasingly turning to leverage to boost returns and liquidity. What could go wrong? (from The Financial Times)…
Read articleHistory shows the stock market tends to do well in U.S. presidential election years like this one (from Barchart via X)…
Read articleThe S&P 500 is making new highs, but market “breadth” is not confirming so far (from Hi Mount Research)…
Read articleNo, “taxing the rich” won’t solve the U.S. government’s debt problem (from The Wall Street Journal)…
Read articleReminder: Recession risks remain (from Albert Edwards via X)…
Read articleSpeculators are rushing back into the riskiest options again (from MarketWatch)…
Read articleFifteen top lessons from Warren Buffett’s annual shareholder letters (from The Value Investor)…
Read articleDistressed-investing legend Howard Marks’ latest memo on “easy money” is a must read (from OakTree Capital Management)…
Read articleWhat every investor can learn from legendary gold miner John Mackay (from Ian Cassel via MicroCapClub)…
Read articleTerry Smith is known as “the Warren Buffett of Britain.” Here are some highlights of his 2023 annual letter to shareholders (from Fundsmith)…
Read articleAn investment framework from Amazon founder Jeff Bezos (from Kevin Gee via X)…
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