| SEG-1: Markets Prepare for Correction SEG-2: Why No One Wants the Fed’s Money SEG-3: Economic Expectations & Velocity of Money SEG-4: Why The Fed is Playing with Fire ——– Chief Investment Strategist Lance Roberts w Portfolio Manager, Michael Lebowitz, CFA ——– Articles Mentioned in this show:
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Weekly SNB Sight Deposits and Speculative Positions: SNB buying euros at high prices
2021-02-22
Update February 22 2021: SNB intervening. Sight Deposits have risen by +0.1 bn CHF, this means that the SNB is intervening and buying Euros and Dollars: The change is +0.1 bn. compared to last week.
A Major Support For Asset Prices Has Reversed
2020-12-24
In 2019, we wrote about how corporate share repurchases, or “stock buybacks,” had accounted for nearly all buying in the market. A year later, that significant support for asset prices has reversed.
Dollar Weakness Resumes as Markets Start Another Week in Risk-On Mode
2020-11-25
Covid vaccine results from AstraZeneca and Oxford University brought another wave of optimism; dollar weakness has resumed; that said, we will refrain from making any longer-term calls for the demise of the dollar. Reports suggest President-elect Biden is pushing House Democrats to reduce the size of their fiscal package demands to unlock negotiations; Republicans have an interest in compromising.
EM Preview for the Week Ahead
2020-11-23
Most EM currencies were up last week, once again taking advantage of broad dollar weakness. In addition, EM equities also performed well, with MSCI EM up for the third week in a row and for seven of the past eight. We expect EM assets to continue benefiting from the global liquidity story as well as the weak dollar trend.
Seth Levine: How I Process Ideas Into Investments
2020-11-20
Investing is incredibly hard. Mapping observations to security price movements are complex. Often, the relationships governing these moves are unknown. Yet, this is the investor’s task. I’ve used this blog as a tool for exploring some of these connections. It’s been incredibly rewarding.
Retirement Income Planning Truth with Jim Otar. Part 1.
2020-10-11
Income is the lifeblood of retirement. In Part 1, wisdom from the early chapters of Jim Otar’s new book about retiree income challenges is explored. A one-person revolutionary.
Consumer Mood Darkens On Employment Prospects
2020-09-27
A Fed survey of expectations shows that the consumer mood darkens on employment and job prospects. This chart shows the changes in employment status of respondents who were employed four months ago. The Fed survey asks individuals currently employed (excluding self-employment) whether they are working in the same job as when they submitted their last survey.
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