The Energy Landscape: A Deep Dive with Doomberg
In a recent interview with Adam Taggart at Wealthion, the head of the anonymous collective known as Doomberg…
October 15, 2023
Howard Marks Latest Memo: Further Thoughts on Sea Change
by Howard Marks, Vice-Chairman, Oaktree Capital In May, I wrote a follow-up memo to Sea Change (December 2022)…
October 13, 2023
Thackray Newsletter: Wrecking Ball = Buying Opportunity
by Brooke Thackray, Horizons ETFs (AlphaMountain Investments) Brooke Thackray's October 2023 Update Highlights Supply/Demand Mismatch in Chinese Residential…
October 12, 2023
Israel-Hamas War brings geopolitical risks to the forefront
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Israel-Hamas War The Israel-Hamas War has shocked the…
October 11, 2023
Neither a Lender Nor a Stockholder Be
by William H. Gross | October 4, 2023 Professional stock investors know little about bonds and vice versa…
October 11, 2023
Doomberg: Separating Fact from Fiction
Listen on The Move The head of the Doomberg team, maestros at deciphering the complex symphony of the…
September 27, 2023
Higher for longer. What if it’s “higher forever”?
by Andrew Beer, Managing Member, DBi In case anyone is interested, here's are some observations about #inflation and…
September 26, 2023
Fed's Slow Rate-Cut Plan Faces Historical Hurdles
In a recent Wall Street Journal1 article, James Mackintosh delves into the Federal Reserve's ambitious plans for the…
September 22, 2023
Key Macro Charts to Watch: Global Rate Ripples: Analyzing Key Players
Alfonso Peccatiello1 critiques the European Central Bank's (ECB) decision to raise interest rates to 4%, terming it a…
September 20, 2023
Howard Marks: Fewer Losers, or More Winners?
by Howard Marks, Vice-Chairman, Oaktree Capital My memos got their start in October 1990, inspired by an interesting…
September 13, 2023
5 megatrends reshaping markets
by Fidelity Viewpoints Key takeaways Global markets and economies have been undergoing several concurrent major shifts, or regime…
September 7, 2023
Piece of Work: Dissecting Labor Market Trends
by Liz Ann Sonders, Chief Investment Strategist, & Kevin Gordon, Charles Schwab & Company Ltd. The August jobs…
September 7, 2023
Why Is There More Volatility in My Portfolio?
by Dr. Martin Emery, Portfolio Strategist, GMO Systematic Global Macro Team, GMO LLC We have observed increasing volatility…
September 1, 2023