Beyond Meat (BYND) was one of last year’s hottest stocks. Shares of the plant-based meat company exploded 859% during its first…
Continue ReadingLeaving LIBOR: The Long Road to Choice of Interest Rate Benchmarks
As the 2021 deadline for replacing LIBOR approaches, the conversation among policy makers and market participants has shifted from which…
Continue ReadingCleveland Fed: Key Measures Show Inflation increased Year-over-year in August
The Cleveland Fed released the median CPI and the trimmed-mean CPI this morning: According to the Federal Reserve Bank of…
Continue ReadingCoronavirus stimulus checks: Why is September 14 the next crucial date?
Until late last month and early this month, the next crucial date for the stimulus checks was believed to be…
Continue ReadingGlobal Return Asset Management August 2020 Commentary: Long FAANG+TSLA
Global Return Value Investments commentary for the month ended August 30, 2020. Get The Full Seth Klarman Series in PDF…
Continue ReadingRocky S&P 500 Recovery from the Sharp Correction Goes On
Rocky, as in Rocky Balboa. Even if knocked down, rising to settle the score. Yeah, the bulls are made of…
Continue ReadingTrading Is Easy? Billionaire Loses $41 Million Trading Stocks
You could repeat it a thousand times, like a mantra or a prayer … Trading is easy … Trading is…
Continue ReadingHopes of coronavirus relief package before election fading fast
Hopes of another stimulus check may not be dead yet, but they are fading fast. On Thursday, Democrats blocked the…
Continue ReadingBLS: CPI increased 0.4% in August, Core CPI increased 0.4%
From the BLS: The Consumer Price Index for All Urban Consumers (CPI-U) increased 0.4 percent in August on a seasonally…
Continue ReadingCircling Back to a Recent Non-Divergence
Back on June 4, I wrote about how “Non-Divergences Are Better Than Divergences” in terms of seeing confirmation that there…
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