FTSE, The Pound And The 2021 Spring Budget

With the 2021 Spring Budget due to be delivered at 12:30pm today, below is a comment from Giles Coghlan, Chief Currency Analyst at HYCM, offering his thoughts on how the FTSE and the pound are likely to react to the Chancellor’s announcement. Q4 2020 hedge fund letters, conferences and more How The Pound Will React […]
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Read MoreAmazon redesigns app logo again after comparisons to Hitler

Amazon quietly changed the icon for its app after comparisons with Adolf Hitler’s mustache. The online retailer recently changed the icon for its app from a shopping cart to what looks like the side of a cardboard box. It was the first change for the picture in over five years, according to Fox News. Q4 […]
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Read MoreAon & Willis Towers Watson merger may face EC statement of objection: Reuters
According to Reuters, the Aon and Willis Towers Watson (WTW)…
Read MoreIn uncertain times, industry loss triggers make sense: Johansmeyer
In light of current market conditions and a heightened awareness…
Read MoreThe power of low expectations
At the end of January, I had an epiphany. Kim…
Read MoreWeak Jobs Data, Stocks And Gold

Stocks gave up some of Monday‘s strong gains, but I find it little concerning in the sub-3,900 pre-breakout meandering. It‘s about time, and a play on the tech sector to participate meaningfully in the coming rally (or at least not to stand in the way again). [soros] Q4 2020 hedge fund letters, conferences and more […]
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Read MoreCarlisle Management raises $290m for new life settlements fund
Carlisle Management Company, a Luxembourg headquartered global alternatives investment firm,…
Read MoreThese Are John Buckingham’s Stock Picks For 2021

The economy remains in distress, although there are signs of recovery underway. John Buckingham of Kovitz, editor of The Prudent Speculator newsletter, has found that value stocks typically outperform coming out of economic downturns. Thus, he argues that this is an excellent time to be a value investor. Q4 2020 hedge fund letters, conferences and […]
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Read MoreWhat Correction in Stocks? And Gold?

Stocks thoroughly rebounded yesterday, and corporate credit markets did even better. These are optimistic signs as the shape of the correction has been decided – again, as shallow, less than 5% one. Long-term Treasuries are no longer in a free fall, volalility has retreated back to the low 20s, and the put/call ratio swung back […]
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