#Yields

Danny Baldus-Strauss

BackpackerFI

1) My 2021 bull thesisFed has said they see zero rates through 2023M1 money supply is at all-time highs; however, the velocity of M1 money is near all-time lows, declining

Meb Faber

MebFaber

As my southern grandmother would have said, "What in tarnation?!"Below is a list of my favorite charts demonstrating the US stock market is bubbly, bubbly, bubbly...You may not agree, but

Brendan Thompson, PT, DPT

BrendanThompsn

When it comes to training, we need to understand that everything we choose to do induces compounding stresses to the athlete (musculoskeletal, neuromuscular, cardiopulmonary, etc.). No matter what the stimulus

Vincent Deluard

VincentDeluard

The GME insanity has made me reconsider my view on big tech monopolies and fix common issues in traditional discounted cash flow models1 -Capital structure and cost of capitalBecause big

Toby Nangle

toby_n

US equity outperformance (yellow) over the past 10yrs is quite something (white=EURxUK; green=UK; purple=Japan; red=EM). Lots of folks scream that this is evidence of richness. Difference largely accounted for by

A.S.P.

spfootballindex

Thoughts: I'm happiest with the attitude of the first couple of announcements from the new CEO which seems purposeful and signifies an understanding of the issues and a desire to

Lucas 🔥_🔥

0x_Lucas

BTC crossed ATHs last weekYet ETH still sitting -50% below its previous recordIf that has you down, I got you coveredHere are 10 Ethereum charts that already hit ATHs in

Charles Fain Lehman

CharlesFLehman

New from @ajc730, Hansen, Weisburst, and Williams: added police cut major crimes, including homicides, with blacks seeing larger effects. They also lead to an increase in the number of "quality

Kevin C. Smith, CFA

crescatkevin

Thread:Markets are cyclical. Today, stocks trade at record high valuations while commodities are historically cheap in relation. Comparable conditions were present with the 1972 Nifty Fifty and 2000 Dotcom bubbles.

Dave

djr8519

Reuters reported o/n that the BoJ is set to loosen its grip on YCC to allow long term yields to rise. JGB futures gapped lower on this.If true, then the

Zafar Shaikh

InvesysCapital

Perfect #StormWhat Happened In 2002-04 & What Is Happening in 2020? Is There Any Hint For #Equities?1. Dollar Index #DXYIn Dec 2002, DXY Broke Multiyear Support Line & Went Into

Tiho Brkan

TihoBrkan

What happens to real estate from here if we get inflation or deflation?If inflation raises, the Fed will stay really lose making real rates negative. Meanwhile rents, cost of construction,

Zo 🇧🇮🇹🇿

ZorayaBlack_

Being logical and being practical are two different things. Earth signs aren’t logical, they’re practical. Their actions are often planned based on what is the most effective course of action.

IZ

siddiqui71

1/n@EffMktHype thank you (I'm a fan of your work)All the instances I've quoted have involved bear steepening (not bull i.e. not rate cut driven). Also, the bull market resumed following

Vitor Constâncio

VMRConstancio

As a package of measures had been promised, markets were able to anticipate the ECB´s decisions ± correctly. The longer horizon for the TLTROs was perhaps a bit of a

Lyn Alden

LynAldenContact

It'll be interesting to see who has the balance sheet capacity to absorb the Treasury issuance in the second half of 2021, and at what price. 1H2021 won't have much

By continuing to use the site, you are consenting to the use of cookies as explained in our Cookie Policy to improve your experience.