By Tyler Durden, Authored by Alasdair Macleod via GoldMoney.com, There is an established theoretical relationship between bonds and equities which provides a framework for the future performance of financial assets. It would be a mistake to ignore it, ahead of the forthcoming rise in global interest rates. Price inflation is roaring, and so far, central […]

By Tyler Durden, Authored by Lance Roberts via RealInvestmentAdvice.com, There are many individuals in the market today who have never been through an actual “bear market.” These events, while painful, are necessary to “reset the table” for outsized market returns in the future. Without such an event, it is highly likely the next decade will foil most financial plans. […]

By Tyler Durden, One of the bedrocks of modern US capitalism – which is now mutating by the day if not hour as the Fed scrambles to preserve at any cost its the towering edifice after decades of malinvestment, even the nationalziation of the very capital markets that made America great – and one of […]

By Tyler Durden, In a world flooded with liquidity, where the backlog to get a new supercar is sometimes measured in years, one would think that ultra luxury carmakers would be soaring. Alas, that’s not the case for Ferrari (RACE) today, whose stock plunged more than 8% in Milan trading, the biggest drop since March […]

By Tyler Durden, As the broader US index futures point lower, it looks like the “Wall Street Bets” army is back on the offensive, as some of the big-name  “Reddit” stocks – as Bloomberg calls them – are back in rally mode. Gamestop, is up a ‘healthy’ 80% this morning.. But it is Siebert Financial that […]

By Tyler Durden, “There is a huge disconnect between markets and the economic reality, and it’s fundamentally based on the view that 2020 is a lost year and therefore what investors need to think about is 2021 is a recovery year. It looks a very dangerous bet to me because if there’s anything that we have learned […]

By Tyler Durden, Authored by Bill Blain via MorningPorridge.com, “The evil that men do lives after them; the good is oft interred with their bones; so be it with Caesar.” What Inflation? “Oh, that’s nothing to worry about, the central banks have no choice but to keep juicing markets”… The market is so focused on […]

By Tyler Durden, Submitted by 19FortyFive via Harry J. Kazianis, Senior Director, Korean Studies at the Center for the National Interest; Authored by Ethen Kim Lieser is a Minneapolis-based Science and Tech Editor who has held posts at Google, The Korea Herald, Lincoln Journal Star, AsianWeek, and Arirang TV. Follow or contact him on LinkedIn. Coronavirus Medical Bills […]

By Tyler Durden, Authored by Joe Carson via TheCarsonReport.com, Actual economic outcomes and not forecasted ones are the new policy of the Federal Reserve. Yet, this strategy’s flaw is that it is limited to economic outcomes and overlooks or ignores financial ones. It is not a coincidence that the last two recessions resulted from asset price imbalances rather […]

By Tyler Durden, In what some have dubbed a repeat of Greenspan’s “irrational exuberance” description of the dot-com bubble in the 1990s, this morning the ECB warned in its Financial Stability Review (in which it used the word “exuberance” at least 8 times), that the euro-area faces “elevated” risks to financial stability as it emerges from the […]