Yesterday, we said “The circle red area is where the TICK and TRIN reached extreme panic levels, which are where…
Continue ReadingWorld Bank-Cambridge Study Reveals The Impact Of Covid-19 On Financial Regulators
World Bank and University of Cambridge report highlights increasing digitalisation of financial services has accelerated the pace of regulatory innovation…
Continue ReadingSector Spotlight: Asset Rotation on Same 2016 Track
In this edition of Sector Spotlight, I review asset and sector rotations of the last week, then move on to my…
Continue ReadingToday’s Technical Pattern Says it All
Today the market was indecisive. The four major indices closed with an inside day pattern. An inside day is a…
Continue ReadingBearish Billionaires
“I’m certainly in the camp that we are not out of the woods. I think a retest of the low…
Continue ReadingOctober 27 COVID-19 Test Results
The US is now averaging close to 1 million tests per day. Based on the experience of other countries, the…
Continue ReadingDow, S&P Slide While Nasdaq Rises
Following yesterday’s sharp drop, both the Dow and S&P 500 continued to tumble today while Nasdaq futures rose nearly a…
Continue ReadingCrescat Capital 3Q20 Commentary: Global Synchronized Debasement
Crescat Capital commentary for the third quarter ended September 2020, in which they discuss buying undervalued gold and silver mining…
Continue ReadingChoice Equities Fund 3Q20 Commentary
Choice Equities Fund commentary for the third quarter ended September 2020, highlighting multiple multi-baggers from each of their themes of…
Continue ReadingDan Loeb’s Mickey Mouse Activism At Disney
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Dan Loeb’s Mickey Mouse Activism…
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