Rosenberg: Investors should look north (or further) because U.S. stocks are looking more and more overextended.
03/26/2021 6:59 AMIn Canada, our preference is towards financials, energy and communication services. No matter the metric, equity market valuations in the United States remain elevated. It does not matter if investors look at prices relative to earnings (trailing, forward or the...
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And what an interesting week that was…… There are a couple of victims out there.
03/26/2021 6:48 AM“I can only show you the door. You’re the one that has to walk through it.” This morning – As Q1 wends to a close the threat of global recovery and higher rates overhang markets! Meanwhile, the market has spawned a whole new class of stocks: Trend Stocks – based on...
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The Supreme Court Ruled That the Feds Could Implement a Carbon Tax
03/26/2021 6:45 AMBut it said nothing about where the money should go. And it's going to be big money, which every cent should be returned to taxpayers according to 27 Nobel Prize winners and 3300...
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Thirst for Property in the Private Market “Extraordinary”
03/25/2021 1:29 PMThere have been clear success and failures in the real estate market during the pandemic but the general backdrop is good according to Vision Capital CEO Jeff Olin. “Not withstanding the increase in interest rates, the spread between the capital yields in REITs and in...
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Intel to Spend $20 Billion on Two New US Chip Plants
03/25/2021 7:20 AMThe announcement comes as U.S. automakers struggle to source semiconductors for vehicle production. Intel Corp. is making major plays in the field of semiconductor manufacturing. The Santa Clara, California-based technology and electronics company announced it would...
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Nearly $10 billion worth of global shipping traffic per day is being disrupted
03/25/2021 6:44 AMThis morning – Global Supply Chains could be stressed by the boat jammed in the Suez Canal. The lessons from the Pandemic offer an opportunity to rethink Global Infrastructure Spending – and mop up much of the money glut currently funding financial asset inflation!...
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Uber and Wework investor is under investigation
03/25/2021 6:35 AMA response to a Freedom of Information request about Softbank's trading activity has revealed that the Uber and Wework investor is under investigation. On Wednesday, short seller research site PlainSite posted a letter from the Securities and Exchange Commission on...
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Can Central Banks Print Money Forever
03/25/2021 6:03 AMYes, but not without consequences. And we're already starting to see them reflected in the rise of Bitcoin, Non Fungible Tokens, Real Estate and...
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Schachter’s Eye on Energy – March 24th
03/24/2021 8:33 PMEach week Josef Schachter will give you his insights into global events, price forecasts and the fundamentals of the energy sector. Josef offers a twice monthly Black Gold newsletter covering the general energy market and 27 energy and energy service companies with...
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“The market is in a state where they could command strong double-digit billions of dollars.”
03/24/2021 6:40 AMMicrosoft reportedly eyes Discord acquisition. According to GamesBeat, chat service Discord, which is popular in the gaming community, is seeking a sale that could value the company at more than $10 billion. Microsoft is reportedly the lead suitor for the company as...
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