Markets have an uncanny knack for moving in the direction that hurts the most people. Right now, that direction appears to be higher. Aside from a few minor setbacks, the equity market has marched higher to new record after new record, leaving many investors bewildered over the move. Yet, even after a 23% total return …
Continue reading “Dazed And Confused. Why Do So Many Investors Hate The Stock Market?”
That was a Friday to remember. The day was supposed to be dominated by Jay Powell’s much-anticipated talk in Jackson Hole. Investors were looking for clues on the timing and direction of the next Fed policy move. Powell’s speech ended up satisfying markets, but not the President. Trump wants a 100 bp ease, and he wants it …
No matter your political view, you have to admit President Trump is entertaining. But are his views on monetary policy and interest rates accurate? Click here to read the entire post on Forbes
Well, you can’t say the markets were quiet last week. While the stock market plunge of 3% on Monday may have dominated the news, the big story for bond and credit folks like us was the dramatic drop in rates, especially the 30-year sector. There was too much going on to fit everything into the …
AlphaMind is a podcast on the behavioral, mental and emotional aspects of trading and investing performance. I had the pleasure of being a recent guest. We discussed many issues related to trading, and what it takes to succeed in the long run. I hope you enjoy. http://alphamind.buzzsprout.com/288762/1497682-garth-friesen-a-list-hedge-fund-manager-shares-his-insights-on-trader-mindset
Investing is not that complex. Investors deploy capital in search of returns. While the choices are almost infinite, most alternatives fall into two choices: you can lend money (bonds) or can you can buy something (equities). When you look at financial markets in that context, the recent strength of the stock market is not that surprising. …
Continue reading “Want To Know Why The Stock Market Is At An All-Time High? Look At Bonds”
Legendary steaks, world-class wine, championship polo and tango, scenic Patagonia and, of course, Lionel Messi: Argentina is blessed with the best of the best. Why does a country like Argentina continually experience one economic crisis after another? Click here to read the entire article on Forbes
The next battle in the ongoing trade war between China and the US could be over rare earth metals: 17 elements critical to US manufacturing that are under near monopolistic control by China.
The two countries have roughly the same population, similar average unemployment rates and current GDP growth rates that are among the highest in the world. Yet China’s economy is almost five times larger than India’s. Click here to read the entire article on Forbes
In a world with $7 trillion of government bonds that yield negative interest rates, one question still puzzles investors: who in their right mind is buying them? Why don’t investors buy higher-yielding US government bonds instead? The answer lies in the understanding of the mysterious “basis swap.” Please click here to read the entire article …
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