With the month of August come the dog days on Wall Street, which traditionally means low volume and sluggish markets.…
Continue ReadingAugust 2 COVID-19 Test Results
The US is now reporting over 700,000 tests per day. Based on the experience of other countries, the percent positive…
Continue ReadingState and Local Government Education Employment will Increase Sharply in July, Seasonally Adjusted
Previously I wrote: Will State and Local Governments Hire 1 Million Teachers in June and July? No, but … There…
Continue ReadingDo Technology Stocks Dominate?
Hendrik Bessembinder, author of the widely cited “Do Stocks Outperform Treasury Bills?”, just published new research. In this four-part series,…
Continue ReadingA Solid Month For Most Hedge Funds
June was another good month for hedge funds, although not as good as May. The Eurekahedge Hedge Fund Index gained…
Continue ReadingCoronavirus stimulus checks: Negotiators finally report progress
Its been almost a week since Senate Republicans introduced the HEALS Act. The negotiations are still ongoing to come up…
Continue ReadingAugust 1 COVID-19 Test Results
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…
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