The Impartial Lens: Portfolio Update with new positions
The Impartial Lens: Portfolio Update with new positions Read More »
Global Stock Market Carnage
On January 31st we gave the following warning about the Risks being real. “We are witnessing an extremely stubborn decade-long bull market and the very powerful force of the herd on the move. The perspectives and assessments of the horizon (“cognitive eyeballing”) are distorted. Investors no longer seem to be able to properly assess the
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Howard Marks
“When I see memos from Howard Marks in my mail, they’re the first thing I open and read,” Warren Buffett Howard marks latest memo…read here
Riders on the Storm
There’s a killer on the road, His brain is squirmin’ like a toad, Take a long holiday, Let your children play, If you give this man a ride, sweet family will die, Killer on the road. Riders on the Storm – The Doors
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The Daily Lens
Market Summary: The long and the short of it. Stocks finally woke up from their complacent march higher and began to catch down to the reality in the bond, currency, and commodities markets. The reality that the corona-virus has not evaporated but instead virus counts have exploded higher, rattled global investors on Monday. Investors that
A symbolic ripping apart of the US
By Michael Snyder http://themostimportantnews.com/ “When Pelosi tore those pieces of paper in half, I believe that it was symbolic of what will happen to our entire country. In other words, I believe that it is possible that we may have just witnessed what is known as a “harbinger”. The following is how that word is
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The Daily Lens
Market Summary: The long and the short of it. Asia The Peoples Bank of China expanded its massive liquidity stimulus on Tuesday with another enormous 400 Billion Yuan in support of Chinese markets. The Federal Reserve in the U.S. also supported the U.S. markets with its overnight “repo”, which saw a another massive $64.45 Billion
The Daily Lens
Market Summary: The long and the short of it. Asia The Chinese markets re-opened in the early hours of Monday morning after the extended holiday period and they did not surprise the consensus opinion. The Chinese markets dove into the red at the open, the Shanghai Composite down -8.00% at the close. Europe Europe like