#Equities

Julien Bittel, CFA

A rise in the US UR of >0.5% off 24M rolling lows has been the 100% threshold for recession. This has historically corresponded w/ deep equity bear mkts. In ‘01/‘08,

Carl Quintanilla

carlquintanilla

JPMORGAN: “We believe we’ve seen a peak in new case growth in the US 3-4 days ago,.. deaths will peak in about a week, so we look for a limited

LynAldenContact

Proof-of-Stake is legacy tech. It's what corporations and banks have run on for centuries. It's outdated and oligopolistic. And yet, still useful for centralized systems.Proof-of-Work is the new innovation, especially

Osaretin Victor Asemota

My best man is practical.A friend was about to put all his money into buying a house for cash and he asked him - ”If you lose your source of

TrimTabs Asset Management

trimtabsadvisor

A note from our CEO/Co-CIO Bob SheaEverything that has happened since Feb 2020 argues in favor of high-quality equities and our strategies… In late March for only the 6th time

DisciplenedInvesting

DisciplenedDivs

An important aspect of Portfolio Construction is Strategic Asset Allocation(SAA):What is it?- The set of exposures to asset classes that is expected to achieve the investor's objectives given the investor's

Syed Jaymal Zahiid

SyedJymalZahiid

Pro-rakyat economists have called for urgent scrutiny of the proposed UEM Sunrise-Eco World merger. The main concern is, according to them, is the deal a way to bail out a

Auren 📚 𝐇𝐨𝐟𝐟𝐦𝐚𝐧

experts keep saying the U.S. has not had high inflation in the last 40 years ... but they are wronginflation is not about a basket of eggs and milk.inflation is

sukhoiConvexity

An undergrad asked me the difference between different trading desks during his summer internship placement a couple of week ago. I gave the answer in pictures Rates Linear Rates Non-Linear

I love people who Schiff on Gold as part of a balanced investment strategy. If you bought Gold in 1980 and sold in 2000 you’d feel like an idiot. If

1. Equities have been buoyed by blind enthusiasm and hope of a V recovery.As companies fail due to insolvency, the equity markets will crumble. Millennials and zoomers are about to

Thread on portfolio flows & ‘hot money’:As per @StateBank_Pak’s update from 7/04/20 Pak’s flows since July’19 were as per below:Equity inflow: $647m Equity outflow: $847mNet *out*flow: -$200m Debt inflow:$3,492mDebt outflow:

Boris really boxing himself in with no wiggle room to avoid a red-faced climbdown or no deal, ‘Albanian’ style. The background : a long term productivity crisis that goes back

Why the $USD is a poor asset to sit on, the purchasing power of USD vs other assets will continue to drop. This is a transfer of wealth from the

Credible Crypto

THREAD: (1/6) Two days after posting this, the US stimulus package was passed, and it may have changed the game imo. I made this video for my Discord group on

jagmohan prasad

sensex zooms in octoberA thread http://prasadj.in/2020/10/26/sensex-zooms-in-october/ the month of october has seen records being set in equities market the ipos have seen unprecedented response the bse sensex crossed 41000