bullmarket
The crypto market’s roller-coaster journey in recent years has drawn significant attention, from record-breaking highs to sharp retractions. As the crypto market continues to evolve, addressing these volatility issues and implementing robust risk management strategies will be imperative to establish stability and sustainable growth in the future. Delving into the historical patterns of crypto market cycles and examining where we are now can help investors understand where the crypto market might be heading in the coming months and what key drivers could shape its trajectory. Understanding Cryp...
ValueWalk
In hisDaily Market Notes report to investors, Louis Navellier wrote: A New Bull MarketThe market ends the first half on a high. All signals are green. The Bears are in retreat. All the major indexes are going out on the high for the year except the Russell 2000 which had to digest the regional bank pullback, but it’s still up over 8% for the first half, more than double the Dow. It’s increasingly hard to not call this a new Bull market, and as that becomes more accepted a significant amount of the money on the sidelines in money market funds should start bleeding over to further support stocks...
ValueWalk
Newton’s First Law of Motion states that an object in motion tends to stay in motion unless an external force acts upon it. In the year 2022, we have been reminded how efficiently the stock market facilitates moving money from impatient people to patient people. A bull market in stocks tends to stay in motion unless an external force acts upon it. In this case, the external force is the price of money. Two-year Treasury bond rates have soared in the last 18 months as seen below: Q3 2022 hedge fund letters, conferences and more Find A Qualified Financial AdvisorEach advisor has been vetted by S...
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Dear fellow investors, The current stock market circumstances have created an incredible contrast between what investors say they think about the stock market versus what they are doing with their capital. The chart below shows that most investors are heavily committed to stocks even though in sentiment polls, they show themselves to be quite bearish. Q2 2022 hedge fund letters, conferences and more This is a problem because U.S. investors have over-capitalized stocks in the last four years more than we did at the height of the Dotcom bubble of 1999-2000. This matches the confidence seen at ot...
ValueWalk
Dear fellow investors, *To be, or not to be: that is the question:* *Whether ’tis nobler in the mind to suffer* *The slings and arrows of outrageous fortune,* *Or to take arms against a sea of troubles* – William Shakespeare We believe one of the hardest things to do in common stock investing is to hold winners for a long time. This is especially true with what are normally cyclical industries. In our view, we are suffering through the “slings and arrows” of a major price correction in the secular oil bull market that started in the spring of 2020. Is this the end of oil driving the inflation ...
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Ashva Capital’s commentary for the month of May 2022, titled, “When Is The Recession Coming?” The S&P 500 is now down (13.5%) year-to-date. Given the recent volatility we’ve experienced it feels like the market should be much lower. The question that most investors are now asking is whether the current weakness is a short-lived correction or the beginning of a bear market (popularly defined as a decline of 20% or greater). Q1 2022 hedge fund letters, conferences and more When Is The Recession Coming?The answer to that question most likely depends on whether we experience a recession in 2022. S...
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Brandywine Asset Management commentary for the month ended August 2021, titled, “Free Money.” Q2 2021 hedge fund letters, conferences and more How To Ride The Bull Without Stepping In The Bull$#^!The past decade has showered investors with one of history’s greatest liquidity-powered bull markets. Fed and congressionally provided "Free Money" has powered the S&P 500 to quadruple in price from 1,100 in 2010 to more than 4,400 today. Nobel Prize winner and Yale professor Robert Shiller’s Cyclically Adjusted Price Earnings ratio (“CAPE”) has doubled from less than 20 to more than 40 today. It’s lo...
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There is no doubt that stock valuations are sky-high. It’s got some investors worried that we’re at the tail end of an epic bubble. Q1 2021 hedge fund letters, conferences and more So in this week’s video, we’ll look at the evidence. I identify three signs that prove markets are indeed extended beyond any rational level. Then I’ll reveal four potential pins that could burst this bubble. But how likely is it that will happen? I’ll talk about that and more… Keep a Sharp LookoutI’ve been researching the history of asset price bubbles, from tulip bulbs to bitcoin. The No. 1 lesson: The only thing ...
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Is this week, dare I say, the first “normal” week of 2021? Let’s take a look at what has happened in January so far in what is supposed to be a more prosperous year than 2020. Q4 2020 hedge fund letters, conferences and more Bulls On Stock ParadeSix days into 2021, the Capitol saw its first insurrection since 1814. Two weeks later, we inaugurated a new president. A week later, we saw class warfare before our eyes when Redditors from the "WallStreetBets" subreddit took on hedge funds and won. After declining in two of the last four weeks, the indices haven't seen a single down day all week. If ...
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ReviewSource: Messari December 31st, 2020 Q4 2020 hedge fund letters, conferences and more After a massive rally from the beginning of October, Bitcoin almost reached prices around US$20,000 on December 1st. Despite a heavily overbought situation, the bulls only needed a two-week breather. The successful breakout immediately caused a further acceleration, so that bitcoin prices continued to explode until January 8th 2021 and were able to rise to almost US$42,000. Bitcoin had thus increased more than tenfold in less than 10 months since the Corona crash! Looking at 2020 as a whole, Bitcoin pret...
ValueWalk
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