We discuss the manner in which central banks have destroyed financial markets, and have set the stage for what I label as the red swan event in this video. When the Swiss National Bank holds risky tech stocks in its
February 5, 2017
President Trump has summoned up ‘animal spirits’ which seem to be taking more and more credit (or blame depending on your market bias), for the bull market. Here’s one way to keep your eye on them, so they don’t catch
If seeing a Super Bowl in person is on your “Bucket List”, this is the year to go. That’s the upshot of ConvergEx’s annual review of prices associated with the event. The get-in price of ticket in Houston is currently $2,019, well less
As political risk continues to dominate the headlines (even as US equities steadfastly refuse to efficiently price it), FX markets will likely remain in the spotlight. The dollar is grappling with an increasingly Draconian stance from the White House regarding
American Funds American Balanced R5 Fund (RLBFX) seeks growth of capital and income for the long run. RLBFX also seeks conservation of capital by maintain a balanced investment approach. RLBFX invests in a wide variety of securities which include investment-grade debt securities and
The Canadian dollar posted gains for a second straight week, gaining 110 points. USD/CAD closed the week at 1.3021, and broke below the 1.30 level for the first time since mid-September. This week’s key event is Employment Change. Here is an outlook
Grant Williams, publisher of the economic blog Things That Make You Go Hmmm and principal of Real Vision TV, returns to the podcast this week to discuss his expectation of a return of volatility to the markets. Grant warns that over the past
EM ended the week on a firm note, with markets digesting what they perceived as a dovish Fed bias. We disagree, and continue to believe that markets are underestimating the Fed’s capacity to tighten this year. EM FX could continue
In their latest quarterly letter, Carlson Capital’s Black Diamond Thematic Fund (which was up 9.27% in Q4 and up net 19% in 2016) portfolio managers Richard Maraviglia and Matt Barkoff, who unlike Carl Icahn, Stanley Druckenmiller, Dan Loeb and most
With very little on the economic calendar to move the markets on Monday, it’s likely that we will see a continuation of overall trends. With the jobs number coming out slightly better than anticipated, the nonfarm payroll aftershock will more
