Neueste Heute 25.06.2024 24.06.2024
Central Banks' Appetite For Gold Hasn't Been Satisfied
25.06.2024, 16:21 Uhr. ZeroHedge News - https: - Central Banks' Appetite For Gold Hasn't Been Satisfied Authored by Mike Maharrey via Money Metals, Central banks have been gobbling up gold, and based on responses to the World Gold Council's 2024 Central Bank Gold Reserves Survey, their appetites for the yellow metal aren’t going to be satisfied any time soon. Last year, central banks added a net...
Hedge Fund CIO: We're Approaching The Debt Super-Cycle Endgame
24.06.2024, 12:30 Uhr. ZeroHedge News - https: - Hedge Fund CIO: We're Approaching The Debt Super-Cycle Endgame By Eric Peters, CIO of One River Asset Management “The 2024 deficit will account for 7% of gross domestic product while the 2034 deficit will account for 6.9% of GDP,” wrote the non-partisan Congressional Budget Office (CBO) in its latest report. That makes it easy: 7% compounded for...
Fragility In A One Stock, Stock "Market"
23.06.2024, 21:10 Uhr. ZeroHedge News - https: - Fragility In A One Stock, Stock "Market" By Peter Tchir of Academy Securities Ok, calling this a “one stock” stock “market” seems a bit extreme, but is it? On Thursday when stocks rolled over (the Nasdaq 100 started higher at the open and then dropped almost 300 points from there), virtually everyone I spoke to pointed to NVDA shares reversing...
Muddy Waters' Carson Block Makes Bullish Bet On Mining Stocks
19.06.2024, 17:25 Uhr. ZeroHedge News - https: - Muddy Waters' Carson Block Makes Bullish Bet On Mining Stocks Carson Block of Muddy Waters Capital, known for shorting companies, is pushing deeper into the commodity space as the 'Next AI Trade' theme sparks huge interest in copper, uranium, and other critical metals for powering up America into the digital age. Block's fund, named "Muddy Waters...
Nvidia, Apple And GameStop Are The Entire Stock Market Right Now…And That's Dangerous
15.06.2024, 21:10 Uhr. ZeroHedge News - https: - Nvidia, Apple And GameStop Are The Entire Stock Market Right Now…And That's Dangerous Submitted by QTR's Fringe Finance Everybody knows it but nobody is giving it any serious consideration: the entire market is being driven by Nvidia, Apple and even GameStop. And when one, if not all three of these names starts to experience some selling, they are...
Is LTCM Replaying Itself In US T-Bills?
13.06.2024, 18:00 Uhr. ZeroHedge News - https: - Is LTCM Replaying Itself In US T-Bills? Authored by Kane McGukin via BombThrower.com, When it came to finance, they were the smartest guys in the room. Two Nobel laureates, one-half of the “Black Scholes” options pricing equation, and leverage. When the carnage of LTCM stopped it was understood that it was not a case of genius men wielding math...
Elliot Management May Force Southwest To Abandon 'Bags Fly Free' Policy
12.06.2024, 19:40 Uhr. ZeroHedge News - https: - Elliot Management May Force Southwest To Abandon 'Bags Fly Free' Policy With activist hedge fund Elliot Management in the pilot's seat at Southwest Airlines, the budget airline's popular "bags fly free" policy is under scrutiny. If Paul Singer gets his way, the airline's popular "bags fly free" policy could end. This policy is a huge value proposition...
"Breath Of Fresh Air": Southwest Shares Jump After Report Of Elliott Investment Stake
10.06.2024, 14:45 Uhr. ZeroHedge News - https: - "Breath Of Fresh Air": Southwest Shares Jump After Report Of Elliott Investment Stake Southwest Airlines jumped in premarket trading in New York after the Wall Street Journal reported that activist investor Elliot Management had acquired a $2 billion stake in the budget airliner and planned to speak with management about ushering in a new era of...
Did Roaring Kitty Just Kill The Bull Market?
09.06.2024, 22:20 Uhr. ZeroHedge News - https: - Did Roaring Kitty Just Kill The Bull Market? Submitted by QTR's Fringe Finance My intuition is telling me this is it. This is the end of the bull market. Before I get into my reasoning, I want to remind my readers that this is not financial advice, and I have been wrong about the market being overdue for a pullback over the last 2 1/2 years since interest...
Kill Your Good Ideas
09.06.2024, 16:30 Uhr. ZeroHedge News - https: - Kill Your Good Ideas Submitted by QTR's Fringe Finance As always, I’m stoked to be able to bring you content from one of my favorite investors, Chris DeMuth Jr. Chris took the time to share his up-to-the-minute thoughts on the market for Fringe Finance subscribers this week. Chris writes the Vale Tudo Substack, which can be found here and...
Betting Big That Bitcoin Mining Won't Exist In Five Years...?
09.06.2024, 15:20 Uhr. ZeroHedge News - https: - Betting Big That Bitcoin Mining Won't Exist In Five Years...? Authored by Mark Jeftovic via BombThrower.com, Long Bitcoin / Short Miners Is The Mid-Curve Trade of the Year I’ve never understood the hedgies’ penchant for pair trades: long this / short that is supposed to be some kind of big brain move that either outperforms something or hedges...
Copper Breaks Trend Line As Trafigura Questions Spike, Hedge Funds Bet Big
09.06.2024, 03:35 Uhr. ZeroHedge News - https: - Copper Breaks Trend Line As Trafigura Questions Spike, Hedge Funds Bet Big Tight supplies from copper mines and the looming threat of a worsening global deficit rocketed copper prices from February to June, and the AI trade, which drove momentum from speculative traders, pushed prices even higher. But in recent weeks, prices have tumbled, breaking...
Nvidia's Animal Spirits
07.06.2024, 21:15 Uhr. ZeroHedge News - https: - Nvidia's Animal Spirits Submitted by QTR's Fringe Finance As of yesterday, Nvidia has surpassed Apple as the world’s second largest company, trading above a $3 trillion valuation and now single-handedly accounting for 6.5% of the S&P 500's weight. This chart from Zero Hedge shows Nvidia in black: Source: Zero Hedge Nvidia CEO Jensen Huang signing...
Dennis Kucinich Challenges GOP Congressional Opponent To ZeroHedge Debate Over Israel, Warrantless Spying
07.06.2024, 17:45 Uhr. ZeroHedge News - https: - Dennis Kucinich Challenges GOP Congressional Opponent To ZeroHedge Debate Over Israel, Warrantless Spying Former Democrat Rep. Dennis Kucinich (Ohio) is running for Congress again as an independent, and has publicly challenged his incumbent opponent, Republican Rep. Max Miller, to a ZeroHedge debate. "I believe it is essential that you be challenged...
3 Reasons There's Something Sinister With The Big Push For Electric Vehicles
05.06.2024, 21:35 Uhr. ZeroHedge News - https: - 3 Reasons There's Something Sinister With The Big Push For Electric Vehicles Authored by Nick Gimabruno via InternationalMan.com, 25 refrigerators. That’s how much the additional electricity consumption per household would be if the average US home adopted electric vehicles (EVs). Congressman Thomas Massie - an electrical engineer - revealed this...
During The Great Depression They Were Called "Hoovervilles", But Today America's Shantytowns Are Called...
05.06.2024, 13:20 Uhr. ZeroHedge News - https: - During The Great Depression They Were Called "Hoovervilles", But Today America's Shantytowns Are Called... Authored by Michael Snyder via The Economic Collapse blog, To those at the bottom of America’s economic pyramid, it feels like the economy has already collapsed. When you can’t afford to put a roof over your head and you barely have enough...
Bitcoin's 5th Epoch: Prophecies Of What's To Come
05.06.2024, 12:30 Uhr. ZeroHedge News - https: - Bitcoin's 5th Epoch: Prophecies Of What's To Come Authored by Joe Rodgers via BitcoinMagazine.com, Death and taxes and 21 million Bitcoin. That is what we know to be certain. The rest is conjecture. Today I wanted to share my big bets on the next halving. I am sure I will cringe in 4 years at some of these “prophecies” but some of them will come...
The Pain Trade: Citron's Andrew Left Says He's Shorting GameStop...Again
04.06.2024, 22:20 Uhr. ZeroHedge News - https: - The Pain Trade: Citron's Andrew Left Says He's Shorting GameStop...Again Stop us if you've heard this one before... In an interview with Bloomberg on Monday, short seller Andrew Left of Citron Research said he has once again shorted GameStop, after famously being short the name during its original astronomical run higher in 2021. “I have covered...
Massachusetts Regulator Probes 'Roaring Kitty's' GameStop Trades Around Pumps
04.06.2024, 22:20 Uhr. ZeroHedge News - https: - Massachusetts Regulator Probes 'Roaring Kitty's' GameStop Trades Around Pumps Meme stock guru Keith Gill went from sticking it to Wall Street hedge funds shorting GameStop to front-running retail, which he knows will unleash buying power with every social media post. A report from The Wall Street Journal on Monday explained that ETrade, the online...
E-Trade May Ban 'Roaring Kitty' From Platform For Market Manipulation
04.06.2024, 01:41 Uhr. ZeroHedge News - https: - E-Trade May Ban 'Roaring Kitty' From Platform For Market Manipulation ETrade has had enough of the stock shenanigans of meme stock guru Keith Gill, also known as Roaring Kitty, who just happens to be a client of the online brokerage now owned by Morgan Stanley. Gill's non-stop promotion of GameStop on social media, coupled with giant trades, raised...
Stocks Slide, Bonds Bid As Crude Crumbles
03.06.2024, 22:06 Uhr. ZeroHedge News - https: - Stocks Slide, Bonds Bid As Crude Crumbles After a promising start to the overnight session, which saw both Asia and Europe perk up to start the new month alongside a furious surge in GameStop on the latest meme stonk shenanigans by Roaring Kitty, the mood deteriorated rapidly, and after a very ugly, and quite stagflationary Mfg ISM print, which printed...
"Oppression Olympics": 'Queers For Palestine' Protestors Interrupt, Clash With Pride Parade In Streets Of Philadelphia
03.06.2024, 21:20 Uhr. ZeroHedge News - https: - "Oppression Olympics": 'Queers For Palestine' Protestors Interrupt, Clash With Pride Parade In Streets Of Philadelphia What does it look like when the woke snake starts eating its own tail? This weekend in Philadelphia may have offered up a glimpse.. Pro-Palestine protestors clashed with a Pride Parade in the city's "Gayborhood" area on Sunday. And...
Credit Investors Have An America First Problem
03.06.2024, 20:20 Uhr. ZeroHedge News - https: - Credit Investors Have An America First Problem By James Crombie, Bloomberg markets live reporter and strategist Credit investors who think US assets are the only game in town are missing out on better returns in other parts of the world. They’re increasingly exposed to volatility — and even worse performance — as the American economy slows and...
Hedge Funds Dump Chinese Stocks At The Fastest Pace In Almost A Year
03.06.2024, 20:10 Uhr. ZeroHedge News - https: - Hedge Funds Dump Chinese Stocks At The Fastest Pace In Almost A Year Back on January 24, we told premium subs to our private news feed that Chinese stocks had plunged too far, too fast, and that the time to buy China (via FXE) had arrived. In retrospect, we timed that call perfectly as it was the bottom-tick for Chinese equities. Several months later...
"Geopolitical Risk Is Everywhere"
03.06.2024, 18:20 Uhr. ZeroHedge News - https: - "Geopolitical Risk Is Everywhere" By Michael Every of Rabobank Two kinds of Stag Do/No-Bucks Night We are all invited to two different kinds of ‘Stag Do’ (for those in the US, Bachelor Party), which (for those in Australia) are also a ‘No-Bucks Night’. April US personal consumption income and spending data on Friday saw the former up 0.3% m-o-m...
Hedge Fund CIO On The Next Leg: "It'll Be Parabolic. The Talking Heads Will Go Nuts. VIX Will Hit 10"
03.06.2024, 01:52 Uhr. ZeroHedge News - https: - Hedge Fund CIO On The Next Leg: "It'll Be Parabolic. The Talking Heads Will Go Nuts. VIX Will Hit 10" By Eric Peters, CIO of One River Asset Management “Still nosebleed long,” grunted Bulldog, selling a few S&P puts for sport. “Bought more stocks, and now I’m buying bonds. Not as a hedge, they’re both going up,” growled Dawg. “The Baby...
Global Cocoa Shortage Much Worse Than Previously Forecasted As Prices Surge
02.06.2024, 00:05 Uhr. ZeroHedge News - https: - Global Cocoa Shortage Much Worse Than Previously Forecasted As Prices Surge The International Cocoa Organization has admitted that the global cocoa shortage will be significantly larger than previously forecasted. Cocoa prices in New York have rebounded in recent weeks, inching above the $9,330 per ton mark to close the week. First reported by Bloomberg...
Time To Pay Satan: Canadian Asset Manager Blocks Cash Distributions On Private Credit Funds
31.05.2024, 21:40 Uhr. ZeroHedge News - https: - Time To Pay Satan: Canadian Asset Manager Blocks Cash Distributions On Private Credit Funds Just one day after JPMorgan CEO Jamie Dimon said private credit could spark turmoil if when the opaque sector of financial markets weakens, warning that "there could be hell to pay," and adding that he has "seen a couple of these deals that were rated by a rating...
How A US Retail Giant Conquered Inflation
31.05.2024, 19:41 Uhr. ZeroHedge News - https: - How A US Retail Giant Conquered Inflation Authored by Andrew Moran via The Epoch Times (emphasis ours), (Illustration by The Epoch Times, Shutterstock, Getty Images) In an economic climate of high inflation, Walmart has emerged as the retail victor, offering cheap goods to cost-conscious consumers. As millions of shoppers grapple with rising prices...
Nvidia Dumps On Reports Of US Gov't Restricting AI Chip Sales To Middle East
30.05.2024, 21:48 Uhr. ZeroHedge News - https: - Nvidia Dumps On Reports Of US Gov't Restricting AI Chip Sales To Middle East Shares of Nvidia fell late in the cash session Thursday after a Bloomberg report said the US government "slowed the issuing of licenses to chipmakers such as Nvidia Corp. and Advanced Micro Devices Inc." for "large-scale" AI accelerators, otherwise known as deep learning processors...
Beware Of A Market Trading At All-Time Highs
30.05.2024, 16:18 Uhr. ZeroHedge News - https: - Beware Of A Market Trading At All-Time Highs Authored by Jan-Patrick Barnert via Bloomberg, The tricky thing about markets at all-time highs is that they can easily flip. And what currently looks like a bit of a sideways consolidation has all the ingredients to make things messy in the next few weeks. Take the seemingly endless risk appetite for all...
Japan's Largest Nuclear Reactor Remains Idle, Despite Nation's Energy Crunch
30.05.2024, 03:20 Uhr. ZeroHedge News - https: - Japan's Largest Nuclear Reactor Remains Idle, Despite Nation's Energy Crunch We don't think it'll be long before nuclear power once again has a renaissance, as we've written about extensively. But for now, the world's largest nuclear power plant, the Kashiwazaki Kariwa Nuclear Power Plant in Japan, is sitting idle even as the world's energy needs continue...
BlackRock Adds Own Bitcoin ETF To Income And Bond Funds
29.05.2024, 15:14 Uhr. ZeroHedge News - https: - BlackRock Adds Own Bitcoin ETF To Income And Bond Funds By Brayden Lindrea of CoinTelegraph BlackRock’s income and bond-focused funds have bought shares of the asset manager’s own spot Bitcoin exchange-traded fund (ETF) in the first quarter, regulatory filings show. BlackRock’s Strategic Income Opportunities Fund (BSIIX) snapped up $3.56 million...
Momentum Cools Just As Indexes Hit Record Highs
29.05.2024, 12:30 Uhr. ZeroHedge News - https: - Momentum Cools Just As Indexes Hit Record Highs By Jan-Patrick Barnert, Bloomberg Markets Live reporter and strategist After a surprisingly speedy return to all-time highs this month, upward momentum for European stock indexes is once again cooling. While market internals are still positive, the Stoxx 600 went overbought again in mid-May. Europe’s...
Healthcare Company Semler Soars After Adopting Bitcoin As Primary Treasury Asset
29.05.2024, 04:00 Uhr. ZeroHedge News - https: - Healthcare Company Semler Soars After Adopting Bitcoin As Primary Treasury Asset Healthcare company Semler Scientific (SMLR), known for pursuing remedies to chronic diseases, announced a major shift in its treasury strategy. The company's board of directors adopted Bitcoin as its primary treasury reserve asset, alongside a substantial purchase of 581...
NVDA Sucks All The Oxygen Out Of The Market Again...
28.05.2024, 22:03 Uhr. ZeroHedge News - https: - NVDA Sucks All The Oxygen Out Of The Market Again... Two words - F**king NVDA - sum up today as the AI giant accelerated on the back of a gamma-squeeze... Source: SpotGamma ...which created these gains... And now we are up 4500% in one day. Hey garygensler, maybe once you emerge from under Senator Karen's skirt, you can pretend to do your job. https://t...
Hedge Funds Split Over Stocks' Move From Here
28.05.2024, 16:20 Uhr. ZeroHedge News - https: - Hedge Funds Split Over Stocks' Move From Here Authored by Simon White, Bloomberg macro strategist, CTAs are getting shorter the stock market while long/short equity funds have been getting longer. The last time this happened, in November, long/short funds were positioned correctly, with the market rallying over the next five months. CTAs, or managed...
Traders Turn Cautious With Hopeful Momentum Tiring
27.05.2024, 16:15 Uhr. ZeroHedge News - https: - Traders Turn Cautious With Hopeful Momentum Tiring By Vincent Cignarella, Bloomberg Markets Live reporter and strategist Markets on Friday latched onto positive news from the University of Michigan sentiment survey. US consumers tempered inflation expectations in the second half of May, compared with earlier in the month, though high prices continue...
52% Of Top US Hedge Funds Own Bitcoin ETFs
25.05.2024, 19:26 Uhr. ZeroHedge News - https: - 52% Of Top US Hedge Funds Own Bitcoin ETFs 534 institutions with over $1 billion in assets now hold Bitcoin ETFs, according to bitcoin app River. In a blog post published this week, River noted that over 534 entities, each managing assets exceeding $1 billion, have now incorporated Bitcoin ETFs into their portfolios. The diverse group of owners includes...
This Is What Hedge And Mutual Funds Did In Q1: Goldman's HF and MF Monitors
23.05.2024, 05:20 Uhr. ZeroHedge News - https: - This Is What Hedge And Mutual Funds Did In Q1: Goldman's HF and MF Monitors Today Goldman published two of the bank's most widely read periodic reports: the Hedge Fund Trend Monitor (available to pro subs here) and Mutual Fundamentals (also available here), which summarize the quarterly activity and flows of hedge and mutual funds, respectively. Both...
Bean Used In Instant Coffee Soars The Most Since 2011
23.05.2024, 02:01 Uhr. ZeroHedge News - https: - Bean Used In Instant Coffee Soars The Most Since 2011 Futures for robusta, the cheaper coffee bean grown at lower altitudes and requiring less care than more expensive arabica, jumped the most in London on Tuesday since 2011 as concerns increased over shrinking supplies from top grower Vietnam. Robusta bean prices in London closed up 6.72% on Tuesday...
The Argument Against Michael Saylor
21.05.2024, 14:21 Uhr. ZeroHedge News - https: - The Argument Against Michael Saylor Submitted by QTR's Fringe Finance Today, with his permission, I’m happy to offer up the latest thoughts from my friend Anton Wahlman, whose takes I don’t always agree with — but are always worth considering. Anton is a brilliant analyst and has, many times in the past, help me see “blind spots” in analysis...
Jamie Dimon Is "Cautiously Pessimistic" As QT Uncertainty Supercharged By World War Threats
20.05.2024, 21:20 Uhr. ZeroHedge News - https: - Jamie Dimon Is "Cautiously Pessimistic" As QT Uncertainty Supercharged By World War Threats On Monday morning, investors flocked to JPMorgan's Manhattan campus to hear CEO Jamie Dimon rant about several critical topics. From regulation crushing the US economy to geopolitics, inflation, potential market swoons, and monetary policy, Dimon covered...
George Washington Warned Against A 'Passionate Attachment' To Israel
19.05.2024, 05:21 Uhr. ZeroHedge News - https: - George Washington Warned Against A 'Passionate Attachment' To Israel By Brian McGlinchey at Stark Realities As war rages in Gaza, the intensifying debate over the US-Israel relationship spotlights a political paradox: Those Americans who view George Washington with deepest reverence — that is, would-be “conservatives” — are often the ones...
Former Greenlight Employee Offers To Debate David Einhorn Over Merits Of Tesla Short
17.05.2024, 12:55 Uhr. ZeroHedge News - https: - Former Greenlight Employee Offers To Debate David Einhorn Over Merits Of Tesla Short A former Greenlight Capital employee, who is embroiled in a lawsuit against his former employer for defamation, claims the firm "fundamentally misunderestimates" Tesla and is seeking to debate Greenlight President David Einhorn on the topic. On a post on X, the employee...
VW The Latest Automaker To Step Back From All-Electric Plans To Embrace Hybrids
17.05.2024, 11:45 Uhr. ZeroHedge News - https: - VW The Latest Automaker To Step Back From All-Electric Plans To Embrace Hybrids Not to be left behind by the rest of the industry, Volkswagen is the latest auto manufacturer to walk back its plans to go all-electric. The move should come as no surprise to Zero Hedge readers, as we have been writing non-stop about the industry's shift from BEVs back...
Stocks Pause After Dow Briefly Touches Historic 40,000
16.05.2024, 22:02 Uhr. ZeroHedge News - https: - Stocks Pause After Dow Briefly Touches Historic 40,000 The Dow Jones Industrial Average surged above the historic 40,000 mark in late morning and early afternoon trading. Euphoria was high as bulls celebrated Dow 40,000. This week's gains across broad equity indexes were primarily driven by a cooler April CPI print and dismal retail data on Wednesday...
Goldbugs Waited Years For A Massive Comex Short Squeeze, And Finally Got It... Just In The Wrong Metal
16.05.2024, 20:45 Uhr. ZeroHedge News - https: - Goldbugs Waited Years For A Massive Comex Short Squeeze, And Finally Got It... Just In The Wrong Metal For much of the past decade, gold bugs religiously tracked the physical gold inventory located in the various gold vaults that make up the Comex system, eagerly awaiting the day when there would be more deliverables (via paper shorting of gold) than...
$27,000 Gold
16.05.2024, 20:25 Uhr. ZeroHedge News - https: - $27,000 Gold Authored by James Rickards via DailyReckoning.com, I’ve previously said that gold could reach $15,000 by 2026. Today, I’m updating that forecast. My latest forecast is that gold may actually exceed $27,000. I don’t say that to get attention or to shock people. It’s not a guess; it’s the result of rigorous analysis. Of course,...