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Archives by Year:
E Yes There WAS A Housing Bubble
Scott Sumner is dead wrong about the housing bubble last decade. Here is his view on the matter, recently published on his interesting blog, The Money Illusion: There are two powerful pieces of evidence against the claim that the US housing market was overvalued. First, many who made that claim also said the same thing about housing markets […]
Hot Early July Can’t Save Natural Gas
Natural gas prices were off slightly again Friday after their reversal the previous day, attempting to recover a couple times on the day but proving unable to flip positive. Record production levels clearly weighed on prices, hitting the entire front of the strip. The result was the October/January V/F spread being flat on a down day […]
The Efficiency Of The Markets In Crypto-Currencies
Three scholars affiliated with Johns Hopkins have evaluated cryptocurrency investing, in a new paper available at SSRN, and have concluded that “near-term cryptocurrency markets are semi-strong form efficient.” That bit of finance theorist jargon means that all publicly available information gets discounted quickly into an asset’s price, so that neither fundamental nor technical analysis can reliably […]
Are Brighter Days Ahead For Emerging Markets?
Emerging markets skid continues Emerging markets, as measured by the MSCI Emerging Markets Index, were down roughly 1.5% the week of June 25 in comparison to the previous week, Eitelman said—continuing what’s been a dismal stretch for the asset class of late. However, he believes that the valuation story for emerging markets is still a […]
4 Red-Hot Steel Stocks Forged For Solid Upside In 2H18
The steel industry has staged a recovery supported by a cyclical upturn in steel demand on the back of strong economic momentum in advanced and developing economies and strength across automobile and construction sectors — two major end-use markets. Steelmakers are also gaining from a recovery in steel prices. In particular, steel prices are on […]
The Biggest Hedge Fund Launches Of 2018
Written by Preqin Of the 183 hedge funds that have launched so far in 2018, three have managed to attract a combined $14bn. The firms responsible for these funds are ExodusPoint Capital Management, D1 Capital and Kirkoswald Capital Partners. Point72 Asset Management, run by industry behemoth Steve Cohen, also opened up to investor capital in early 2018, […]
Difficult Quarter For Eurozone Stocks
Eurozone equity markets have encountered significant headwinds in the second quarter of this year despite continued robust economic growth above estimated potential for most Eurozone economies. The continued strength of the Eurozone economies is emphasized in this month’s “OECD Economic Surveys: Euro Area.”[i] These economies have been growing since 2014. “GDP growth is expected to slow […]
The United States Is Becoming More Normal
FED “HAWKISH” POLICY IS REALLY JUST NORMAL Forward projections issued by Federal Reserve members after the June meeting sparked broad criticism for its “hawkish” guidance. The “dot-plot” was revised from an expected three rate hikes in 2018 to four. Lost in all of the post-announcement commentary was the fact that only one voting member adjusted […]
