Independent thinking for complex markets and current events
Michael Burry’s Scion Asset Management dumped positions in Alphabet Inc. and Amazon.com Inc. during the first quarter while buying shares of an exchange-traded fund that invests in physical gold, according to a filing with the Securities and Exchange Commission released Wednesday. Burry rose to fame after his bet against mortgage bonds in the run-up to …
via Zerohedge: Billionaire Barry Sternlicht, Founder, Chairman and CEO of Starwood Capital Group has issued an ominous warning about America’s regional banks, which he says will fail at a rate of ‘one or two’ per week. Speaking with CNBC on Tuesday, Sternlicht says he thinks that primary real estate lenders – community and regional banks – are …
Investor euphoria persists despite recent market drops, raising concerns about the absence of hard lessons since 2009. Glenn Kelman’s insights resonate deeply with real estate professionals, highlighting a housing recession amid a booming economy. As monetary policy falters and debt cycles override business cycles, the strain on households becomes palpable, reflected in record-high credit card …
Traders build largest short position on Emerging Market Dollar Bonds in more than a decade pic.twitter.com/U9o9M39LYF — Win Smart, CFA (@WinfieldSmart) April 10, 2024 The recent financial tremors emanating from China have sent shockwaves through global markets. Traders are exhibiting unprecedented caution, as evidenced by the largest short position on Emerging Market Dollar Bonds in …
NEW: Gold hits new record high on Fed rate cut bets https://t.co/gHbUVRlwig — Insider Paper (@TheInsiderPaper) April 1, 2024 🟡 GOLD 🟡 pic.twitter.com/QLS9PG7BBg — Win Smart, CFA (@WinfieldSmart) April 1, 2024 GOLD 🟡 & SILVER ⚪️ 🔥🔥🔥🔥🔥🔥🔥🔥🔥 pic.twitter.com/xJRymPgsCq — Win Smart, CFA (@WinfieldSmart) April 1, 2024 https://www.marketwatch.com/investing/future/gc00 World Gold Council: Why Are Gold Prices Rising? …
Stock valuations mirror the extremes of 1929 and the market is at risk of a steep crash, investor John Hussman has said per BI. "Investors are presently enjoying the double-top of the most extreme speculative bubble in US financial history," Hussman wrote. — unusual_whales (@unusual_whales) March 28, 2024 Stocks look like they’re in the most …
It‘s official now, Magnificent 7 is history, $TSLA didn’t make it. Who is next to drop out and Mag 6 becomes Mag 5? pic.twitter.com/1SZUDfXqRb — Michael A. Arouet (@MichaelAArouet) March 15, 2024 The once-revered Magnificent 7 is unraveling, with Tesla ($TSLA) becoming the latest casualty. As the tech landscape shifts, speculation mounts on who will …
Maverick Kyle Bass has divulged his latest real estate conquests, shedding light on where the smart money is flowing these days. The famed investor, renowned for his audacious bet against the housing market in 2008, is once again lending his advice to Wall Street. In a sit-down with Clay Fink on The Investor’s Podcast, Bass …
This has come about as a result.of the John O’Looney banning for what appears to be related for whistleblowing on what he was seeing in his funeral parlor, to which his account is shutdown. Free speech advocates are asking why Elon has allowed such a move: John O' Looney @JohnOlooney the funeral director exposing & …
Amidst widespread disillusionment with stocks, property, and various domestic assets, Chinese mom-and-pop investors are left poorer and angrier. Gold emerges as the only resilient asset amidst the financial turbulence. As investors lose faith in traditional avenues, gold gains favor as a safe haven. However, discontent looms as stock investments falter and property values decline, leaving …
Welcome to an insightful discussion on the stock market and precious metals. Join us as we explore the S&P 500 chart, dating back to 1925, and uncover potential trends and risks. Discover the impact of the Federal Reserve’s manipulation on the market and gain valuable insights into historical patterns. Brace yourself for an engaging analysis …
Chinese regulators face challenges in invigorating local stock markets amid investors’ reluctance to embrace higher risks. Reports from Yicai suggest that fund managers are struggling to launch new public equity funds due to this cautious investor sentiment. Despite rumors of regulatory efforts to encourage fund managers to issue more equity funds and revive the sluggish …
Amid an acute housing shortage, soaring prices, and sky-high rents, a groundbreaking 28% of single-family homes in the United States were snapped up by investors in 2022. The surge in investment has led to growing concerns about affordability, prompting the introduction of a bill aimed at restricting hedge funds from dominating the single-family home market. …
The looming threat of Evergrande’s tumultuous collapse raises significant apprehension among global investors amid China’s economic challenges. In a bid to avert imminent liquidation, the world’s most indebted property developer, China Evergrande Group, is urgently presenting a last-minute debt restructuring proposal before a crucial Hong Kong court hearing on Monday. The defaulted company faces mounting …
Charlie Munger was a pal of Warren Buffet. A legendary investor. May he RIP.🙏 Charlie Munger, the outspoken business partner and sounding board of CEO Warren Buffett for more than 50 years, died at age 99 in Los Angeles, about a month before he would have turned 100 on Jan. 1,… — floridanow1 (@floridanow1) November …
As investor purchases in the housing market plummet at an unprecedented rate, dropping 29.7% year over year to 48,667 in Q3 2023—the lowest third-quarter level since 2016—the broader US real estate landscape faces a significant slowdown. Investors are scaling back on their purchases in the housing market at a record pace. Investor purchases dropped 29.7% …
Investor sentiment surveys are expressing overwhelming positivity, suggesting a rosy outlook, while economic surveys paint a contrasting picture, indicating a deteriorating situation. This stark dichotomy between investor optimism and the grim economic reality underscores a perplexing divergence in current perceptions. "Basically investor sentiment surveys are saying everything is awesome again, while economic surveys are saying …
BofA’s latest survey signals a worrying trend as 76% believe the hiking cycle is over, 80% expect lower short rates, and a record 61% foresee lower yields. Investors are shifting to bonds at the highest rate since 2009. Notably, the big change isn’t just the macro outlook, but the widespread expectation of lower inflation and …
Janet Yellen is behind the “biggest blunder” in the history of America’s Treasury, according to billionaire hedge funder Stanley Druckenmiller. Druckenmiller—whose decades-long career has seen him build a net worth of more than $6 billion—slammed the Treasury Secretary during an on-stage discussion at last week’s Robin Hood Investors Conference, arguing that Yellen had failed to …
Real estate speculation is a national sport in Canada, but it may have gone over the line. The Statistics Canada (Stat Can) Canadian Housing Statistics Program (CHSP) released data showing the share of newly constructed condos owned by investors in 2021. The data reveals that most units are investor owned, amplifying concerns of financialization and …
by EasternLanguage205 Here are 84 famous Charlie Munger quotes in honor of his birthday: It takes character to sit with all that cash and to do nothing. I didn’t get to the top where I am by going after mediocre opportunities. To get what you want, you have to deserve what you want. That …
AI: “Profiting from a bond market collapse, which often implies rising interest rates and falling bond prices, can be challenging and risky for retail investors. Here are some strategies to consider, but keep in mind that these carry inherent risks, and it’s essential to consult with a financial advisor before making investment decisions: Short Selling …
📌Flow Emerging market assets experienced significant outflows, reflecting a notable decrease in investor confidence and a shift towards safer investment options👉 https://t.co/JKtv1wBK8o ht @BoFAML #markets #emergingmarkets#emergingmarket #debt #stockmarket #equity #equities pic.twitter.com/tnS8ympaOu — ISABELNET (@ISABELNET_SA) October 16, 2023
by TonyLiberty Billionaire investor Bill Ackman believes that interest rates are going to continue to rise, especially long-term rates. He says that the world is in a different place now and that investors are underestimating the impact of factors such as the skyrocketing national debt, the flood of government bonds in the market, and the …
by Dismal-Jellyfish Source: https://www.sec.gov/news/speech/gensler-prepared-remarks-iac-06222023 Highlights: The use of predictive data analytics, however, also can lead to potential conflicts. Conflicts may arise to the extent that advisers or brokers are optimizing for their own interests as well as others. I have asked the staff to make recommendations to the Commission for potential rulemaking on these matters, …
by Dismal-Jellyfish More money printing for old friends in new clothes. Reverse Repo Update! Reverse Repo counterparties list updated: Goldman Sachs Investor Money Market Fund, JNL Government Money Market Fund and JNL/WMC Government Money Market Fund have been added to the list of reverse repo counterparties, effective June 2, 2023. https://www.newyorkfed.org/markets/rrp_counterparties#additions-and-removals