The US is now reporting over 700,000 tests per day. Based on the experience of other countries, the percent positive…
Continue ReadingA Summer Road Trip with the Economic Modern Family
Last week, Max Wiethe from Real Vision and I sat down for about an hour to discuss a myriad of…
Continue ReadingBronte Amalthea Fund 2Q20 Commentary: WIrecard Stock
Bronte Capital’s Amalthea Fund commentary for the second quarter ended June 2020, discussing their previously largest shorted stock, Wirecard and…
Continue ReadingBuilding Our 6 Pillars (ChartLists) Of Trading
First, welcome to August! It’s hard to believe that we’re into our 8th month of 2020. It’s been a very…
Continue ReadingWe’ve Seen This Movie Before
Ben wrote: Tech stocks are going crazy? Check IPOs are on fire? Check Retail day-trading is going bananas? Check People…
Continue ReadingAvenir Capital 2Q20 Commentary: Vail Resorts
Avenir Capital commentary for the second quarter ended June 2020, discussing their positions in Vail Resorts, Sony and CBRE Group.…
Continue ReadingForecasts for the July Employment Report: A Stall, but Watch State and Local Hiring
The July employment report will be released on Friday, August 7th, at 8:30 AM ET. The consensus is for 1.36…
Continue ReadingWhite House open to strike coronavirus stimulus deal without liability shield
The federal unemployment benefit of $600 per week officially expired on July 31. With coronavirus cases spiking again and unemployment…
Continue ReadingSchedule for Week of August 2, 2020
The key report this week is the July employment report. Other key reports include ISM manufacturing and non-manufacturing indexes, July…
Continue ReadingWeek Ahead: NIFTY Makes Some Room for Consolidation at Higher Levels; Expect RRG Leadership From These Sectors
After testing a couple of important levels in the week before this one, the NIFTY took a breather and consolidated…
Continue Reading