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The Shortest Recession … Ever
The Uneven Jobs Recovery
Buckle Up… Volatility Is Back
What Spooked Wall Street?
Inflation: Where Does It Come From?
Small Caps… Big Gains
Is The Reflation Trade Over?
A Chat with Stanley Druckenmiller
Stanley Druckenmiller sat down to discuss the parallels between recent rally and the Dotcom bubble the biggest risk to the equity market, and more!
The Capex Tsunami
Inflation: Coming to a Store Near You
Anyone Watching Oil?
How to Trade Geopolitical Risk
Follow the Money Trail
Banking on It
Money for Nothing … And Checks for Free
Deja-vu All Over Again
Reflation is Nigh
Why Crude Oil Is Slipping
The Big Long
The Big (Equity) Splurge
Recessions Are Cancelled!
Business cycle has long been at the very core of a widely accepted understanding of how modern economies operate. The cycle of expansion and recession is the closest macroeconomics gets to its version of the laws of planetary motion.
We Are Winning!
In anticipation of a vaccination-led recovery, and fueled by additional fiscal stimulus, the IMF is now expecting the US growth to reach 5.1% in 2021, an entire 2 percentage points higher than its October prediction. That would be the strongest performance since 1984, based on the data.
The Emerging (Money) Spillover
As investors watch (no doubt with some schadenfreude) masters of the universe battling a crowd of retail investors in The GameStop war, it’s worth asking where else unprecedented liquidity is likely to go.
Small Caps, Large Moves
It hasn’t gone unnoticed that the Russell 2000 index – a proxy for small cap performance – just turned in its best quarter since 1979. This is not entirely surprising because small caps typically do better as you pull out of a recession.
The $900 Billion Trade
Over the past decade, the Fed has wired a scarcely believable $838 billion in such profits to the Treasury.
Why Are Oil Prices Rising?
Crude oil, along with copper, is one of those commodities experienced investors pay attention to because of their extreme sensitivity to the economic cycle.