modernmonetarytheory
In his podcast addressing the markets today, Louis Navellier offered the following commentary. Cramer PuzzleJim Cramer advised investors to sell stocks this week as earnings season continues. Specifically, Cramer last Friday said “The market’s dominated by the tick, tick, tick of bonds, oil and the dollar. So, remember, if we have a big up day like yesterday, that is a chance to do some (selling) because there probably won’t be any follow-through.” Humm. Q3 2022 hedge fund letters, conferences and more I am puzzled why Cramer did not recommend any oil stocks if he thinks they are so disruptive...
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For weekend reading, Gary Alexander, senior writer at Navellier & Associates, offers the following commentary: Jackson Hole, Wyoming, is a nice fishing spot, and former Fed Chairman Paul Volcker loved to fish. The first Fed conference sponsored by the Kansas City district was held in 1978 and was titled, “World Agricultural Trade,” since Kansas City is situated in America’s breadbasket, with some prime farmland. Q2 2022 hedge fund letters, conferences and more It was a pretty dull affair until 1982, when the market was just beginning to rise after Fed Chair Paul Volcker wrestled hyper-inflatio...
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In hisDaily Market Notes report to investors, while commenting on inflation, Louis Navellier wrote: Q4 2021 hedge fund letters, conferences and more High-Stakes MeetingDespite continuing high inflation numbers, a morning relief rally on hopes for de-escalation on the Ukraine border. Based on the reports that some Russian troops were moving away from the Ukraine border. Other reports saw different military equipment being moved in. No one is really sure what high-stakes game Putin is playing here. Obviously, if you're Vladimir Putin, you want to be nice to Germany because that's going to be you...
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In hisDaily Market Notes report to investors, while commenting on the global bond yields, Louis Navellier wrote: Q2 2021 hedge fund letters, conferences and more Decline In Global Bond Yields And 10-Year Treasury RateThe best news last week was the continuing decline in global bond yields, including the 10-year Treasury rate falling below 1.4% last Tuesday. The European Central Bank (ECB) on Thursday announced that it would tolerate up to 2% annual inflation over the “medium term,” in an attempt to rekindle growth there. Essentially, the ECB signaled that easy money will continue to be availab...
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MMT or Modern Monetary Theory is the new orthodoxy embraced by all the major central banks. The idea is that governments that can borrow in their own fiat currency do not need to rely on tax revenues or debt to fund their spending. They can just print as much as they want. Q4 2020 hedge fund letters, conferences and more While this sounds great, ultra-easy money has been creating some unpleasant distortions. In response, central bankers have simply buried their heads in the sand, arguing the medicine their prescribing (zero interest rates and endless QE) is less bad than the disease. However, ...
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Crescat Capital commentary for the fourth quarter ended December 31, 2020, discussing that gold and silver mining companies now trade with a higher free cash flow yield than tech stocks. Q4 2020 hedge fund letters, conferences and more Dear Investors: Crescat finished strong in 2020 to capture the top three spots in the Bloomberg News US hedge fund performance table for December. All three Crescat funds made it into Bloomberg’s top 10 for the full year with the Crescat Precious Metals Fund taking the #1 spot. We are working as hard as ever to continue to deliver in 2021. We see an incredible m...
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