Business
Comments On Today’s Fed Meeting – BlueBay

The following are comments on today’s Fed meeting from David Riley, Chief Investment Strategist, BlueBay Asset Management (over $60 Billion USD in AUM). Q4 2020 hedge fund letters, conferences and more A Hotly Anticipated Fed Meeting Today’s meeting of the Fed’s monetary policy committee – the FOMC – was hotly anticipated by investors against the […]
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Read MoreTech Stocks To Outperform In 2021, Say Advisors

53% of advisors think tech stocks will outperform in 2021 94% say their clients have exposure to US tech shares 34% think there is a tech stock bubble 18% say tech shares will follow the same trajectory as the dot-com bubble 26% have recommended clients sell tech stocks Q4 2020 hedge fund letters, conferences and […]
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Read MoreValuable EV Stocks And ETFs For Your Portfolio

Twenty years ago, the idea that drivers would one day charge their cars like they charge their phones would’ve been incredulous to many. However, amid concerns over climate change, falling costs, and government support around the world, it’s clear that electric vehicles (EVs) are the vehicle of the future. Q4 2020 hedge fund letters, conferences […]
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Read MoreA Healthy 20-Year Treasury Bond Auction

Commenting on the treasury bond auction and today’s markets strategist Louis Navellier wrote in a note to investors: Q4 2020 hedge fund letters, conferences and more 20-Year Treasury Bond Auction Interest rate fears remain on too many investor minds despite the fact that on Tuesday there was a healthy 20-year Treasury bond auction with a […]
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Read MoreDow Jones and Coronavirus Stimulus Bill Market Outlook

Dow Jones and Coronavirus Stimulus Bill Market Outlook: Commentary from Bel Air Investment Advisors Q4 2020 hedge fund letters, conferences and more Dow Jones Hits Record Highs And Congress Passes $1.9 Trillion Stimulus Bill The Dow Jones recently hit a record high, surpassing 32,000 for the first time, and Congress passed the $1.9 trillion stimulus […]
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Read MoreAmerica Is Transforming Before Our Eyes

Have you watched the news lately? A new Covid strain, stories of botched vaccine rollouts, political turmoil, the list goes on and on. On the surface, it seems like nothing but doom and gloom. Q4 2020 hedge fund letters, conferences and more But today, I want to show you why the world isn’t ending like […]
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Read MoreCyclical Rotation And Rapidly Rising Rates Will Ease In May

In the note below, Chief Market Strategist Brett Ewing gives his current outlook on the markets and economy considering the Fed meeting that concludes today. Q4 2020 hedge fund letters, conferences and more In part he says, “We expect markets will likely react with volatility in the bond and stock markets whether the Fed changes or […]
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Read MoreAs The World Turns

Chad Steinglass, Head of Trading for CrossTower shares, some thoughts on recent market activity. In his piece below, he covers global trading trends, particularly in China as well as Tesla, ARK innovation stocks, the US markets and BTC. Q4 2020 hedge fund letters, conferences and more Some years ago, I transitioned from trading equity derivatives […]
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Read MoreSustainable Industries Where Banks Should Be Investing More

The answer to what must be done to address and avert the unfolding climate crisis and impending climate disaster varies based on ideology. For some, it is a matter of governments stepping in to reorient economies, impose regulations on consumption and industry and using public coffers to change the fate of humanity. For others, the […]
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