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NEW YORK (S&P Global Ratings) March 22, 2021–The global economic recovery is gaining steam–powered by accommodative fiscal and monetary policy stances and accelerating vaccinations. And the recent rise in U.S. Treasury yields, and its spillover into corporate bond yields, indicates greater confidence in a sustained recovery, including a normalization in market functioning and risk pricing. […]

The post Orderly Global Reflation Will Support The Recovery From COVID-19, Article Says appeared first on ValueWalk.

Friday‘s session ended in a tie, but it‘s the bears who missed an opportunity to win. Markets however dialed back their doubting of the Fed, which has been apparent in the long-term Treasuries the most. One daily move doesn‘t make a trend change likely though, especially since the Mar pace of TLT decline is on […]

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Gold is an international commodity that offers the benefit of an inflation hedge as a real store of value. You may have noticed that the current value of gold can appear differently depending on the country of origin. Aside from differences in currency, some countries measure the value of gold in different weights. On top […]

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Last month we took a look at “sustainability linked” bonds. Now, in a new report, Xtract Research turned to sustainability linked loans. Q4 2020 hedge fund letters, conferences and more Highlights from the report include: The Greenish Features Of Sustainability Linked Loans As compared to sustainability linked high yield bonds (SLBs), the greenish features of […]

The post Sustainability Linked US Loans: Not Much Greener than Sustainability Linked Bonds appeared first on ValueWalk.

According to one firm, exchange-traded funds (ETFs) could replace the Grayscale Bitcoin Trust as the main driver of the crypto market’s price. Meanwhile, another firm said bitcoin has gotten “too important to ignore,’ so regulations on it could go into effect by the end of the year. Q4 2020 hedge fund letters, conferences and more […]

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Whitney Tilson’s email to investors discussing an excerpt on managing risk during the coronavirus pandemic from his new book, “The Art of Playing Defense.” Q4 2020 hedge fund letters, conferences and more Here’s an excerpt from my new book, The Art of Playing Defense, which is scheduled for release in two months: Managing Risk During […]

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These Will Be The Fastest-growing Economies In 2021The year 2020 will be remembered for a long time, not just by individual people but economies as well. Many economies, including major ones, were hit hard by the pandemic, with some plunging into recession. On the other hand, this year is expected to be the exact opposite […]

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Whitney Tilson’s email to investors discussing GameStink ‘only’ down 26% in the past week; the SPAC boom; short sellers boost bets against SPACs; opportunities in the SPAC sector. Q4 2020 hedge fund letters, conferences and more GameStink ‘Only’ Down 26% In The Past Week 1) In last Friday’s e-mail, I predicted that GameStink‘s (GME) stock […]

The post Short Sellers Target SPACs; GameStink Down 26% appeared first on ValueWalk.

They laughed Steve Jobs’s team out of the room. In early 2009, Apple’s founder wanted to give app developers a way to make money by allowing them to sell ads. Q4 2020 hedge fund letters, conferences and more Mobile Ads Keep in mind, most Americans didn’t even own a smartphone at the time. Mobile ads […]

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