Alibaba founder Jack Ma has made his first public appearance since the Chinese government’s crackdown on the company started almost…
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AIA: “Architecture Billings continue to lose ground” in December
Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. From the AIA: Architecture Billings…
Continue ReadingMANGA – Back To Leadership Role
Recently, the big cap tech names have been consolidating. That seems about to change as “MANGA” names are leading today’s…
Continue ReadingThe Ord Oracle January 19, 2021
SPX Monitoring Purposes: Sold long SPX on 12/21/20 at 3694.90 = gain 1.3%; long 12/14/20 at 3647.49. Monitoring Purposes GOLD:…
Continue ReadingEvermore Global Advisor: Opportunity In Europe
Evermore Global Advisor commentary for the month of October 2020, discussing the EU recovery plan. Q4 2020 hedge fund letters,…
Continue ReadingLA Area Port Traffic: Strong Imports, Weak Exports in December
Note: The expansion to the Panama Canal was completed in 2016 (As I noted a few years ago), and some…
Continue ReadingBiden’s Pick Of Yellen Could Herald Even Higher Stock Markets In 2021
Biden’s pick of Janet Yellen as U.S. Treasury Secretary will help see stock markets reach record highs during 2021, predicts…
Continue Reading$1,400 coronavirus stimulus check: Calculate how much you may get
President-elect Joe Biden last week revealed a massive $1.9 trillion stimulus plan, called the American Rescue Plan. Among other things,…
Continue ReadingUS Policy Points To Value Up And Risk On
Value stocks and high-risk stocks are the most likely to outperform in the coming months: Get The Full Ray Dalio…
Continue ReadingNAHB: Builder Confidence Decreased to 83 in January
The National Association of Home Builders (NAHB) reported the housing market index (HMI) was at 83, down from 86 in…
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