When Up is Down
Gold Still Attractive as the Bond Selloff Looks Overdone
The Green Metals Focus Could Be Here to Stay
A Bull vs. Bear Debate on Bitcoin
A recent Behind the Markets podcast featured a debate on the merits of Bitcoin with Alex Pickard, VP of Research at Research Affiliates, and Jason Guthrie, Head of Capital Markets and Digital Assets for WisdomTree Europe.
Why Crude Oil Is Slipping
Coinbase IPO: Here’s What Investors Need To Know
Coinbase takes cryptocurrency to Wall Street and investors just can’t get enough of it. It’s no secret that cryptocurrency exchange Coinbase has filed for a direct listing (not an initial public offering) to bring shares to the public market.
Fiscal Spending Could Cause a U.S. Growth Spike – Compounding Investors’ Concerns on Inflation
While a period of above-target inflation has become more likely, in our view, the likelihood of a self-reinforcing inflationary process similar to what happened in the 1970s is still relatively low.
Jobs on the Mind as Rates Creep Back Up
Monday’s strength, as glorious as it was, clearly got a little ahead of itself. U.S. benchmarks struggled to hold gains at key technical levels Tuesday before slipping into settlement.
The Fed Mutes The Messenger
Market Outlook: Mar. 3, 2021
Following a bounce to “lower highs” overnight in stocks, we’re right back down where we closed yesterday. US ADP Employment was released this morning printing 117K vs 200K exp private payrolls released.
Chart Advisor: Inflation Rotation
The Only Thing We Have to Fear…
Can Bitcoin Go Mainstreet?
Beta or Quality?
Vaccines Pave the Way For ‘Normal Life’ to Re-Emerge in Israel
As Israel leads the way in COVID-19 vaccinations, events such as concerts and theater performances return after an 11-month ban.
Ag Markets, At an Inflection Ahead of Planting
Yesterday’s weekly export inspections came in at 1.636mmt, a marketing year high. Planting is getting underway in the U.S., Texas is estimated to be 3% planted, 4% behind the five-year average pace.
Some Practical Ways to Look at Blending Factors
This post discusses some basic principles that they think can possibly achieve success when building multi-factor models.
Berkshire Hathaway reported its fourth-quarter earnings over the weekend, and it looks like Warren Buffett’s investment conglomerate is its own biggest fan…
Feeling A Little Sheepish — But Only A Little
It will be interesting to see if yesterday was the high watermark for the week for the major indices. It’s possible given how strong the gains were.
March 2, 2021