SAGA Partners commentary for the second quuarter ended June 2020, discussing the theory for market outperformance and the biology of investing.…
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Lawmakers may be making a little progress on the debate over a package that includes a second coronavirus stimulus check.…
Continue ReadingJuly 2020: Unofficial Problem Bank list Increased to 65 Institutions
The FDIC’s official problem bank list is comprised of banks with a CAMELS rating of 4 or 5, and the…
Continue ReadingWhere’d All the Stocks Go?
Fewer, but bigger. This describes the transformation that the U.S. stock market has undergone over the last few decades. There…
Continue ReadingArena Investors 2Q20 Commentary: Lenders Are Getting Coerced By Equity Sponsors
Dan Zwirn, CEO and CIO of Arena Investor, in his letter for the second quarter commentary discusses the current and…
Continue ReadingEconomic Normality: When? Sooner? Never?
In the time since COVID-19 hit the economy and stock market, there has been three phases. First, the question was…
Continue ReadingWatching Rotations into Real Estate and Technology (again)…
At the start of the week, two tails on the Relative Rotation Graph for US sectors are showing interesting rotations.…
Continue ReadingWhite House’s fight against TikTok highlights China’s tech dominance
The tech industry is what truly drives the global economy today. Every sector is now supported by digital technology, innovation,…
Continue ReadingCoronavirus Stimulus Talks May Move The Markets
Commenting on coronavirus stimulus talks in Washington and today’s trading, Gorilla Trades strategist Ken Berman said: Get The Full Series…
Continue Reading9 Quiet Materials Science Start-Ups Ready to Change Metal Additive Manufacturing
The metal additive manufacturing market will be negatively impacted by the 2020 coronavirus pandemic. Despite this short-to-mid-term setback, the industry…
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