The Truth Behind The Stock, Currency and Bond Markets’ Move
04/02/2020 7:10 AMForget the politics - there will be plenty of time for the trivial later. We have a major liquidity and credit problem that has been exacerbated by COVID-19 but not caused by...
read more
Today’s Best Money Making Ideas
Oil Market Chaos Has Created The Greatest Trade In Decades
04/02/2020 10:08 AMOver the past week, I have taken my bullishness on tankers from level 10 to 11. It started with the Saudis busting out of the cartel formerly known as OPEC+ in order to dump oil and crush US shale, but it has progressed far beyond that as various US cities went into...
read more
The Federal Reserve’s One Last Hail Mary
04/02/2020 10:04 AMOver the last few weeks, the Federal Reserve has been in utter desperation mode to try to revive and keep the American economy on life support. What many in the mainstream media have failed to include in this recent coronavirus economic narrative is that the virus was...
read more
MKM Has ‘More Comfort’ In Pizza Chains, Upgrades Papa John’s
04/01/2020 10:18 AMPizza delivery chains are "better positioned" compared to other restaurant chains to navigate through the coronavirus pandemic, including Papa John's Int'l, Inc. according to MKM Partners. Brett Levy upgraded Papa John's from Neutral to Buy with a price target lowered...
read more
Is A Global Currency Necessary?
04/01/2020 10:13 AMMajor economies should pursue currency agreements to stabilize the US dollar, especially during the COVID-19 crisis, preventing a rapid rise against other currencies that is sure to trigger calls for protectionist measures. There is historical precedent. In 1985, the...
read more
Mark Leibovit on Optimism – Feb 8th @ World Outlook Financial Conference
04/01/2020 9:33 AMMark Leibovit on Optimism - Feb 8th from MoneyTalks on...
read more
Long Before COVID-19, Canada’s Economy Was Sputtering
04/01/2020 7:03 AMJanuary marked another dismal month for economic growth. And it was a self inflicted wound led by the uncertainty caused by blockades and higher...
read more
Many Brick & Mortar Stores Will Not Reopen, CMBS will Default, Mess to Ensue
03/31/2020 10:13 AMMacy’s announced today that it would lay off “the majority” of its 123,000 employees after it had closed all its Macy’s, Bloomingdale’s and Bluemercury stores on March 18. Even before the lockdowns, its headcount was already down 17% from four years ago, in line with...
read more
5-Questions Bulls Need To Answer Now
03/31/2020 10:06 AM“From a purely technical basis, the extreme downside extension, and potential selling exhaustion, has set the markets up for a fairly strong reflexive bounce. This is where fun with math comes in. As shown in the chart below, after a 35% decline in the markets from...
read more
