Logos LP commentary for the month of November 2020, titled, “A Crisis Of Intelligence”, discussing the intangibles, big ideas, the…
Continue ReadingU.S. Election 2020 Investable Theme for Trump: Pipelines
In the weeks since the first U.S. presidential debate, we’ve covered some of the investable themes for both campaigns, including:…
Continue ReadingMarkets Have A Disinflationary No-Stimulus Chasm
Stanphyl Capital’s commentary for the month of October 2020, discussing that markets have a disinflationary no-stimulus chasm. Get The Full…
Continue ReadingOffense Continues To Lead Defense, But High Volatility Remains The “New Normal” | Your Daily Five (11.02.20)
So I’m the lucky guy who gets to host “Your Daily Five” the day before election night. What a time…
Continue ReadingTerror in Vienna: At Least Two Dead, Several Injured in Shooting Near Austria Synagogue
Shots were reported in downtown Vienna, Austria at 8 p.m. local time. There are multiple casualties, as many as seven…
Continue ReadingThe So-Called “Great Reset Of Capitalism” Is Socialism
The World Economic Forum is calling on every nation in the world to participate in what it calls “the Great…
Continue ReadingLate Attempt to Clean Up Its PPP PR Mess
The Trump Admin’s Attempt to Clean Up Its PPP PR Mess Is Too Little, Too Late Know more about Russia…
Continue ReadingUniversities Prepare For Election Day: Play Dough and Stockpiles
Universities Prepare For Election: Play Dough and Stockpiles; GWU May Again Face Bizarre Requests, Depending on Outcome Get The Full…
Continue ReadingMBA Survey: “Share of Mortgage Loans in Forbearance Decreases to 5.83%”
Note: This is as of October 25th. From the MBA: Share of Mortgage Loans in Forbearance Decreases to 5.83% The…
Continue ReadingTrade the Election in Real Time with Futures
With near 24-hour access, 6 days a week, futures are a preferred vehicle for trading potentially opportunistic news & events.…
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