Julie Segal compares the Contrarian Investor or market manager with those who view value stocks management as more of a cyclical dance? She takes Andrew Dyson’s (CEO of quant manager QMA) questions about cycles and does a deeper dive into historical behavior and where...
Simon Black reviews three insights into the 1929 crash in his piece, Three things you didn’t know about the crash of 1929. Is the stock market really worth it? Can the feds print enough money monthly to keep it afloat? Take a deeper dive into Simon’s thoughts...
Tyler Durden of ZeroHedge examines an unusual set of data points for economic comparison — high end Swiss Watch exports — and finds an interesting correlation to the health of the global economy: Year-to-date data is a mirror of other economic indicators: the US is...
In his Opinion piece for Market Watch, Sven Henrich goes in search of the answer to several questions, beginning with, “What stable financial system requires over $100 billion in overnight liquidity injections? The Fed did not see the need for these actions...
According to Matt Philip’s piece in the Times (https://www.nytimes.com/2019/10/24/business/ceo-confidence-buyback-drop.html), the last time CEO’s confidence was this low was during the 2009 recession when the country was still shedding 800,000 jobs a...
Oh to be a Bot on the wall! Amid some on Wall Street who claim there is no proof behind William Cohan’s piece in Vanity Fair titled, “The Fantastically Profitable Mystery of the Trump Chaos Trades”, Cohan remains firmly behind his story and the possibility of insider...
