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Tag Archives: Uncategorized

Book Bits | 11 July 2020

● The Rules of Contagion: Why Things Spread–And Why They Stop Adam KucharskiReview via Wired Kucharski, an epidemiologist at the London School of Hygiene and Tropical Medicine, is a mathematician by training. He uses data and models to predict how disease outbreaks will progress. His new book, The Rules of Contagion: Why Things Spread—and Why They Stop, lays out those tools and how they can be applied to other parts of life. Think methods to predict how panic might course through the...

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Can Skyscrapers Predict Economic Turmoil?

Very interesting video. We are not sure about the Skyscraper Index because the current economic situation is so unique.   We do suspect unless a COVID vaccine hits the market soon, the work from home/exit to the ‘burbs transition will accelerate and office buildings and related commercial real estate investments are going to continue to be in a world of hurt. As the global economy sputters in the wake of the coronavirus pandemic, some economists are looking to city skylines for clues...

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Large Cap Growth And Momentum Dominate 2020 Factor Returns

If your US equity strategy is posting a gain this year there’s a good chance that the key driver is a hefty allocation to either the large-cap growth or momentum factors. These are the only two factor strategies posting gains so far in 2020, based on a set of exchange-traded funds. Otherwise, red ink rules, based on numbers through July 9. Large-cap growth is the top-performing equity factor via iShares S&P 500 Growth (IVW). The fund is up a bit more than 12% so far in...

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Macro Briefing | 10 July 2020

US economic recovery dependent on managing coronavirus, say economists: WSJ Coronavirus killing record number of Americans in Sunbelt: Bloomberg A second round of stimulus checks may be coming for US workers: CNBC Vaccine arms race has health and economic risks, consultancy warns: CNBC Wealthy investors are increasingly focused on sustainability trends: CNBC Second South American leader tests positive for coronavirus: NY Times Supreme Court: roughly half of Oklahoma is Native...

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The Bubble In A Fairy Tale World

Great interview with Michael Novogratz, Galaxy Digital founder, CEO, and chairman.  He sounds exactly like the global macro heads at GMM.  His money quotes from the July 8th CNBC interview should sound very familiar to our readers. Money Quotes Macro set-up is so perfect for something like gold…central banks around the world keep printing money…more money, more money, more money Gold is going to take old highs and keep going…we are just starting this move We are in the irrational...

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Lex Rex: SCOTUS Saves The American Republic

Lex Rex The literal meaning of the two words is “Law King” . . . which as Rutherford explained ( and was imprisoned for what he said and came close to losing his head for it) . . . means the King (or man) is not the supreme Law  Chief Justice John Robert’s majority opinion on the Court’s ruling on President Trump’s tax returns is a must read, folks.  Click on the link to read it in full.  Patriots will not be disappointed. TRUMP v. VANCE, DISTRICT ATTORNEY OF THE COUNTY OF NEW YORK,...

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Has The Fed Launched A Yield-Curve-Control Policy For Treasuries?

The Federal Reserve has publicly disclosed it’s considering it and many commentators have analyzed the implications. Officially, the central bank is conducting “further analysis” on so-called yield curve control (YCC). But looking at the flat trend in the 10-year Treasury yield in recent months raises the obvious question: Has YCC already started? For the uninitiated, YCC is a commitment by a central bank to buy a sufficient quantity of long-term bonds to keep the rate from...

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Macro Briefing | 9 July 2020

Top Chinese diplomats offer conciliatory comments as tension rise with US: CNBC Rising US Covid-19 cases trigger tougher face-mask rules: Reuters Supreme Court expands worker exemptions for health care regulations: WSJ Supreme Court set to rule on access to Trump’s taxes: Politico Australia announces suspension of extradition agreement with Hong Kong: NYT United Airlines will furlough up to 36,000 workers: BBC China’s factory deflation eased in June amid rebound in commodity prices:...

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Looks Like A Democratic Tsunami – Cook Report

This election is looking more like a Democratic tsunami than simply a Blue wave. President Trump, mired in some of the lowest job approval ratings of his presidency, is trailing Biden by significant margins in key battleground states like Pennsylvania (8 points), Michigan (9 points), and Wisconsin (9 points). He’s even running behind Biden in his firewall states of Florida and North Carolina.  — Cook Report Share this:Like this:Like Loading...

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China’s Equity Market Surges, Leaving Rest Of World Far Behind

China’s stock market is enjoying a banner year in 2020, partly due to a surge in prices in recent days. Using a set of US exchange-listed funds as proxies for the world’s major equity regions also shows that Chinese shares have pulled far ahead of the rest of the field, based on the close of trading for Tuesday, July 7. The iShares MSCI China (MCHI) is up a strong 12.4% so far in 2020. That’s an eye-popping gain compared with major markets elsewhere in the world. The global...

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