Reversing The Fed Moves?

S&P 500 Outlook

Fed messaging was rightfully interpreted as dovish – full employment is in effect its single mandate now. Yes, the central bank will tolerate higher inflation, and has prepped the markets for its advent (as if these didn‘t know already). Powell managed to walk the fine line between economic optimism, pushback on the idea of raising […]

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Bridging The Quantamental Divide: Applications In 2020 And 2021

Quantamental Model

Quantamental investing is an increasingly popular hybrid approach that combines scientific rigor with discretionary verve. How did the approach prove useful in 2020 and how might it be applied to market themes in 2021? Q4 2020 hedge fund letters, conferences and more It used to be the case that discretionary traders and quants came from […]

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Staying Power

short position GameStop Cullinan Gracell Apple Microsoft Intel IBM stock President WASDE top private equity funds 2020 short sellers activist top 10 stocks 13F Investment Firms vaccine-related optimism post-election rally Dow Dogs

As an investor, you buy shares in companies in order to make a profit. You generate returns through a combination of price appreciation and distributions. Q4 2020 hedge fund letters, conferences and more Holding Stocks For The Long Run In the long-run, equities generate better total returns than almost any other asset class. This chart […]

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Coronavirus stimulus checks to push GDP growth to about 10%: Economists

coronavirus, stimulus checks, economy

The third stimulus checks of $1,400 are on their way, and could prove to be a lifeline for millions of people affected by the coronavirus pandemic. In turn, coronavirus stimulus checks could also give a boost to GDP growth by as much as 10%, believe many Wall Street analysts. Q4 2020 hedge fund letters, conferences […]

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Maintaining Trust Is Key To Cryptocurrency’s Future Success

Beeple Regulatory Cryptocurrencies

The cryptocurrency boom has proven to be more lucrative for its early investors than practically anything else since the dot-com boom of the late 90s. However, there is no guarantee that cryptocurrencies will remain in vogue, and actions by regulators will largely determine whether they continue gaining in value or end up being little more […]

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Slow Vaccine Distribution, Bulging Debt And Potential Commodities Destocking

Vaccine

Vaccine distribution between ‘Western’ allies and Chinese allies continues to decouple Q4 2020 hedge fund letters, conferences and more The inadequate distribution of vaccines will act as a ‘governor’ for economies to reach economic potential as tourism should be limited Chinese household debt has bulged from 20% in 2009 to just under 60% in 2020 […]

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