Market Outlook: Mar. 4, 2021
While vol tends to sneak up on most, I can’t say that we weren’t ready for it. Something to consider in regards to commodities, is China looks to be moving into a Scenario 3 set-up.
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.
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.
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.
Reflation, Flation, What’s Your Nation?
In this blog piece, we want to take a deeper look into a theme—reflation.
Full-Filled
According to a report released over the weekend, Goldman Sachs thinks the oil price is going to get a substantial top-up sooner than it previously thought.
USDA Outlook Forum
The USDA outlook forum is officially underway and will garner more attention than usual. The USDA expects 92 million acres of corn to be planted this year.
5 Robotics Ideas from Q4 2020
Understanding durable industry trends and how they affect robotics and automation focused companies is our core competency.