Neueste Heute 23.04.2024 22.04.2024
Just A Correction, Or Is The Bull Market Over?
23.04.2024, 19:07 Uhr. ZeroHedge News - https: - Just A Correction, Or Is The Bull Market Over? Authored by Lance Roberts via RealInvestmentAdvice.com, Is this just a correction after a strong bullish advance from November, or is the bull market ending? If you read some of the headlines, you would suspect the latter. As noted by MarketWatch last week: “For the first time since early November 2023...
Markets Can Absorb Geopolitic Risks, To A Point
22.04.2024, 23:46 Uhr. ZeroHedge News - https: - Markets Can Absorb Geopolitic Risks, To A Point By Michael Msika and Jan-Patrick Barnert, Bloomberg Markets Live reporters and strategists Geopolitics is having an impact on investment decisions again, and risks are rising as well as equity volatility. Yet under the hood, the stock market is absorbing the shock relatively well so far. Stress levels...
Hedge Fund CIO: "That's Why I See Us Headed Into A 1970s-style Inflation"
22.04.2024, 16:05 Uhr. ZeroHedge News - https: - Hedge Fund CIO: "That's Why I See Us Headed Into A 1970s-style Inflation" By Eric Peters, CIO of One River Asset Management “I tried to jump into the Potomac when I was young and my mother nearly killed me,” said the CIO. “Now you could drink from our rivers if you had to, which is great, but the cleanup has meant everything is more expensive...
Head Of Climate Research At Hedge Fund Andurand Expresses Skepticism Over Carbon-Credit Boom
22.04.2024, 14:46 Uhr. ZeroHedge News - https: - Head Of Climate Research At Hedge Fund Andurand Expresses Skepticism Over Carbon-Credit Boom The head of climate research at commodities hedge fund firm Andurand Capital Management says now is not the time to bet on a bull market for carbon credits. There is growing pessimism in the voluntary carbon markets amid turmoil within the world's top arbiter...
"Southwest Stop!": Near Runway Disaster At Washington-Reagan Recorded On Shocking Audio
20.04.2024, 01:40 Uhr. ZeroHedge News - https: - "Southwest Stop!": Near Runway Disaster At Washington-Reagan Recorded On Shocking Audio Transportation Secretary Pete Buttigieg is caught in one of the worst aviation crises in American history, as Boeing jets fall apart in mid-air and while on the runway. The latest near-disaster happened when a JetBlue flight nearly collided with a Southwest...
Futures Reverse All Losses, Oil Slides After Iran Plays Down Israeli Attacks, Signals No Retaliation
19.04.2024, 14:06 Uhr. ZeroHedge News - https: - Futures Reverse All Losses, Oil Slides After Iran Plays Down Israeli Attacks, Signals No Retaliation While US futures are still modestly in the red, they are not only well off the worst overnight levels, but they are almost unchanged since yesterday's close following a performative Israeli retaliation. which followed a performative Iranian attack, which...
Hard Money Heat Check
19.04.2024, 13:20 Uhr. ZeroHedge News - https: - Hard Money Heat Check Submitted by QTR's Fringe Finance There are few things I like more about NBA basketball than when a player gets so hot that it seems as though they can't miss a shot, no matter where they are shooting from. The legendary video game NBA Jam captured this beautifully, for those that remember. A “heat check” is when a hot player...
World Bank Report Highlights Advantage Of Central Bank Gold Revaluation Accounts
19.04.2024, 00:20 Uhr. ZeroHedge News - https: - World Bank Report Highlights Advantage Of Central Bank Gold Revaluation Accounts By Jan Nieuwenhuijs of Gainesville Coins Recently the World Bank released a handbook for asset managers on why to invest in gold. At Gainesville Coins I have written numerous articles on gold revaluation accounts and how these can be deployed by central banks to absorb...
Huge Bond Wagers Make Some Hedge Funds Too-Big-To-Fail, IMF Warns
18.04.2024, 21:01 Uhr. ZeroHedge News - https: - Huge Bond Wagers Make Some Hedge Funds Too-Big-To-Fail, IMF Warns Who could have seen this coming? btw this is where the next really big crash will start https://t.co/XcK2RezYEk — zerohedge ( zerohedge) February 1, 2024 Bloomberg's Ye Xie reports that a small group of funds has accumulated such large short wagers in the Treasury market that they could...
Gold Vs. S&P 500: Which Has Grown More Over Five Years?
18.04.2024, 11:54 Uhr. ZeroHedge News - https: - Gold Vs. S&P 500: Which Has Grown More Over Five Years? Gold is considered a unique asset due to its enduring value, historical significance, and application in various technologies like computers, spacecraft, and communications equipment. Commonly regarded as a “safe haven asset”, gold is something investors typically buy to protect themselves...
Forget Cocoa, Coffee. There's A "Squeeze Risk" Building In The Tin Market
18.04.2024, 04:43 Uhr. ZeroHedge News - https: - Forget Cocoa, Coffee. There's A "Squeeze Risk" Building In The Tin Market Tin prices on the London Metal Exchange have surged 27% this year, landing on the radars of some institutional desks. Other commodities closely monitored by hedge funds include cocoa, coffee, Brent crude, copper, and gold. Bloomberg notes that LME data for the tin market shows the...
Peter Schiff: The Data Looks Grim For The Dollar
17.04.2024, 13:45 Uhr. ZeroHedge News - https: - Peter Schiff: The Data Looks Grim For The Dollar Via SchiffGold.com, Peter’s back in Puerto Rico this week for his podcast after another week of record gold prices. In this episode, he discusses media coverage of inflation, this week’s CPI report, and Bitcoin’s weakening price relative to gold. Peter starts by recapping this week’s price action...
From 'Buy The Dip' To 'Sell The Rip' - Goldman Flows Guru Warns Of "Supply/Demand Mismatch" In Stocks
16.04.2024, 18:13 Uhr. ZeroHedge News - https: - From 'Buy The Dip' To 'Sell The Rip' - Goldman Flows Guru Warns Of "Supply/Demand Mismatch" In Stocks The US equity market appears to have changed regime from "buy the dip" to "sell the rip" (and reduce delta), according to Goldman Sachs flow of funds guru Scott Rubner. In a note this morning, he points out that he is receiving a lot of questions about...
These Inflation Trades Have Most Catching Up To Do
16.04.2024, 15:09 Uhr. ZeroHedge News - https: - These Inflation Trades Have Most Catching Up To Do Authored by Simon White, Bloomberg macro strategist, Markets are unprepared for price growth that is becoming entrenched. But even though the risk-reward in shorting Treasuries or buying gold or Bitcoin is diminishing, we can instead pinpoint the assets that have the most potential to catch up to persistent...
«Die erstaunliche Geschichte, wie drei Milliardäre die Welt in den Klimakatastrophenwahn stürzten»
16.04.2024, 11:25 Uhr. >b's weblog - https: - In 2012, three wealthy men, Bloomberg, hedge fund manager Tom Steyer and former CEO of Goldman Sachs Hank Paulson chipped in $500,000 each to fund a project “making the climate threat feel real, immediate and potentially devastating to the business world”. An early funded report was part-titled ‘Risky Business’ and it focused on RCP8.5 “as...
Dollar, Oil, & Gold Jump; Stocks & Bonds Dump As 'WW3-On'-Risk Reignites
15.04.2024, 22:02 Uhr. ZeroHedge News - https: - Dollar, Oil, & Gold Jump; Stocks & Bonds Dump As 'WW3-On'-Risk Reignites It was all looking so shiny and BTFD-y - Iran had sent some missiles towards Israeli folks; 'allies' blocked 99% of them; and Israel appeared unlikely top respond 'imminently'. Stocks were up, crypto was up, oil was down as 'WW3-off' meant risk-on. But, then the headlines just...
Geopolitical Risk – Hedging The Unhedgeable?
14.04.2024, 16:30 Uhr. ZeroHedge News - https: - Geopolitical Risk – Hedging The Unhedgeable? Authored by Peter Tchir via Academy Securities, This is the first time (in a long time) that I contemplated not doing a weekend T-Report. What’s the point when by the time you read it, everything in the geopolitical realm may have changed? But, with so much going on and so much chatter about geopolitical...
Investors Bet On Further Rise In US Gasoline Prices
14.04.2024, 03:38 Uhr. ZeroHedge News - https: - Investors Bet On Further Rise In US Gasoline Prices By John Kemp, senior energy analyst at Reuters Portfolio investors have amassed one of the largest bullish positions in U.S. gasoline futures and options since before the coronavirus pandemic, anticipating that prices will continue climbing over the next few months. U.S. gasoline has emerged as the...
Is Silver About To Do A Cocoa?
13.04.2024, 17:40 Uhr. ZeroHedge News - https: - Is Silver About To Do A Cocoa? Authored by Simon White, Bloomberg macro strategist, Silver prices have rocketed higher in recent days, and they have been surging today (with great volatility). As a futures market, more of it trades on exchange relative to its annual physical supply compared to cocoa. Therefore it’s not inconceivable silver could...
This Next Bean Is Hyperinflating, And It's Not Cocoa
13.04.2024, 15:56 Uhr. ZeroHedge News - https: - This Next Bean Is Hyperinflating, And It's Not Cocoa The next bean hyperinflating is Robusta coffee futures in London, hitting fresh record highs on Friday. This comes as poor harvests in Vietnam, the world's second-largest producer of robusta beans, fuels concerns about global shortages. Also, arabica futures are erupting. Futures for robusta, the...
Gold & The Dollar Surged This Week, Stocks & Crypto Purged As Reflation & WW3-Risk Wreck Rate-Cut Hopes
12.04.2024, 22:01 Uhr. ZeroHedge News - https: - Gold & The Dollar Surged This Week, Stocks & Crypto Purged As Reflation & WW3-Risk Wreck Rate-Cut Hopes Inflation fears/promises/threats were realized this week with CPI and PPI hot (yes PPI) and UMich infl exp rising too. Inflation data has been surprising to the upside all year and growth data not so much... Source: Bloomberg ...and that rising inflation...
Cyclical Rally Could Look Very Different From Here
12.04.2024, 14:26 Uhr. ZeroHedge News - https: - Cyclical Rally Could Look Very Different From Here By Michael Msika, Bloomberg Markets Live reporter and strategist A months-long rally in European cyclicals has left some stocks looking outright expensive, raising risks for them as the earnings season is about to start. Cyclical sectors such as autos, industrials and financials have beaten the overall...
Kyle Bass Says Email Hacking By China Follows Exposé On Secret ChiCom Hypersonic Space Station Base In Argentina
11.04.2024, 19:40 Uhr. ZeroHedge News - https: - Kyle Bass Says Email Hacking By China Follows Exposé On Secret ChiCom Hypersonic Space Station Base In Argentina Dallas-based hedge fund manager Kyle Bass claims the Chinese government hacked his email account after he quoted an article on X about a 'secret' space station base in the Patagonia region of Argentina that the Chinese military use "to...
IMF Prepares Financial Revolution – Say Goodbye To The Dollar
11.04.2024, 19:20 Uhr. ZeroHedge News - https: - IMF Prepares Financial Revolution – Say Goodbye To The Dollar Authored by Brandon Smith via The Burning Platform blog, Global reserve currency status allows for amazing latitude in terms of monetary policy. The Treasury Department understands that there is constant demand for dollars overseas as a means to more easily import and export goods. The petrodollar monopoly...
The Passive Investor Problem
11.04.2024, 13:20 Uhr. ZeroHedge News - https: - The Passive Investor Problem Via SchiffGold.com, When John Bogle died in 2019, people around the world mourned. Bogle created the Vanguard Group and made the index fund mainstream. Index funds are investment vehicles that invest in a class of investments as a whole, rather than trying to predict what specific stocks or securities will do best. So...
Huge Dovish Bet Loses $50 Million In One Day
11.04.2024, 04:43 Uhr. ZeroHedge News - https: - Huge Dovish Bet Loses $50 Million In One Day Late on Tuesday, the financial world was swept up by a report from Bloomberg according to which an unknown trader had put on single record-sized trade, betting that today's CPI print would come in dovish, and forcing the Fed to cut sooner. It did not work out quite as expected. For those who missed it, a...
Goldman Is "Taking Profits On Tech & Moving To Other Sectors"
10.04.2024, 21:23 Uhr. ZeroHedge News - https: - Goldman Is "Taking Profits On Tech & Moving To Other Sectors" 'Sell Mortimer, Sell!' That is the message (our translation) from Goldman Sachs Asset Management (GSAM), who told Bloomberg today that they are taking profits from high-flying technology shares and putting the money into cheaper companies. “We like taking profits on technology and moving...
Extreme Investor Optimism At Risk From Momentum-Trade Derailing
10.04.2024, 15:55 Uhr. ZeroHedge News - https: - Extreme Investor Optimism At Risk From Momentum-Trade Derailing Authored by Simon White, Bloomberg macro strategist, Retail investors’ historically stretched level of optimism is vulnerable to a reversal of the extreme positioning in the momentum trade. Consumers’ glasses seem very much half full, according to the Consumer Board’s confidence survey...
Inflation Has Become A Bigger Risk For Stretched Gold Prices
10.04.2024, 14:22 Uhr. ZeroHedge News - https: - Inflation Has Become A Bigger Risk For Stretched Gold Prices Authored by Simon White, Bloomberg macro strategist, Gold’s relationship with inflation is variable, but we are at the point in the cycle where the precious metal’s sensitivity to CPI is heightened. Overbought gold is thus particularly exposed should today’s inflation data come in...
Renewed Inflation Risks Aren't Scaring Buyers Yet
10.04.2024, 13:23 Uhr. ZeroHedge News - https: - Renewed Inflation Risks Aren't Scaring Buyers Yet By Michael Msika, Bloomberg markets live reporter and strategist The stock market’s momentum is stalling and soaring commodity prices have brought inflation worries back to the forefront. For now, it’s not enough to prompt Wall Street strategists to change their bullish view. HSBC strategists led...
Equity Mantra Now Is To Buy Dips But Hedge Risks
10.04.2024, 02:21 Uhr. ZeroHedge News - https: - Equity Mantra Now Is To Buy Dips But Hedge Risks By Jan-Patrick Barnert, Bloomberg markets live reporter and strategist There are two pieces of stock market wisdom which — unlike many others — often ring true: “buy protection when you can, not when you must” and “a hedged pot never boils.” Both seem to be at play right now. Last Thursday’s...
Scandal Rocks Biden's Labor Dept For Lying About Sharing Non-Public Inflation Data With Secret Group Of Wall Street "Super Users"
10.04.2024, 00:03 Uhr. ZeroHedge News - https: - Scandal Rocks Biden's Labor Dept For Lying About Sharing Non-Public Inflation Data With Secret Group Of Wall Street "Super Users" A little over a month ago, a scandal erupted among the (relatively small( group of economists who keep a close eye on the monthly inflation data reported by the Biden Department of Labor, when they learned that there is an...
PAMP It: Costco Selling Up To $200 Million In Gold Bars Per Month, Wells Fargo Estimates
09.04.2024, 21:25 Uhr. ZeroHedge News - https: - PAMP It: Costco Selling Up To $200 Million In Gold Bars Per Month, Wells Fargo Estimates Last December, wholesale retailer Costco announced that they had sold over $100 million worth of gold in Q3 2023. "You've probably read about the fact that we're selling one-ounce gold bars. We sold over $100 million of gold during the quarter," sad CFO Richard...
Lara Trump: RNC Focused Like A Laser On Election Integrity
09.04.2024, 05:00 Uhr. ZeroHedge News - https: - Lara Trump: RNC Focused Like A Laser On Election Integrity Authored by Aldgra Fredly via The Epoch Times (emphasis ours), Republican National Committee (RNC) co-chair Lara Trump said Sunday that election integrity is a top priority in the upcoming November election and the committee is focused on it “like a laser.” Lara Trump speaks during the Conservative...
Here's What Will Push Oil Above $100/Bbl
08.04.2024, 21:46 Uhr. ZeroHedge News - https: - Here's What Will Push Oil Above $100/Bbl Back in early December, just after Powell's dovish pivot shocked everyone, many closet oil bulls like BofA's energy strategist Francisco Blanch, predicted that a dovish Fed would send oil back to $100. Unfortunately for him, oil did nothing and just one month later, as no oil buying had materialized, Blanch threw...
Blackstone Makes $10 Billion Bet On Multifamily Units As Real Rents Begin Re-Accelerating
08.04.2024, 19:08 Uhr. ZeroHedge News - https: - Blackstone Makes $10 Billion Bet On Multifamily Units As Real Rents Begin Re-Accelerating Democrats are probably furious this morning after reading The Wall Street Journal's headline announcing Blackstone's $10 billion acquisition of Apartment Income REIT, taking the company private. This move signals the firm's bullishness on the rental housing market...
What Is Driving Gold To All-Time Highs?
08.04.2024, 12:30 Uhr. ZeroHedge News - https: - What Is Driving Gold To All-Time Highs? Submitted by BullionStar/Jesse Colombo After more than three years of stagnation, gold has awakened with a vengeance since early-March and has promptly surged by nearly $300 an ounce or 14% to an all-time high $2,330 — a sharp move for a safe-haven asset that has a reputation for its slow and steady trends....
Goldman Offers "Burst Of Bullish Coverage" On Soaring Uranium Stocks
07.04.2024, 19:25 Uhr. ZeroHedge News - https: - Goldman Offers "Burst Of Bullish Coverage" On Soaring Uranium Stocks As we have been harping on for the last couple of years, uranium stocks - at the center of the thesis for the very common sense solution of nuclear power - are continuing their long awaited ascent. As Bloomberg noted last week, the sector has experienced a significant boost, with...
Trump Rakes In $50 Million In One Night, But Israel-Advocate Adelson Still Holding Out
07.04.2024, 15:55 Uhr. ZeroHedge News - https: - Trump Rakes In $50 Million In One Night, But Israel-Advocate Adelson Still Holding Out Less than a week after President Biden raised $25 million at a celebrity-studded New York City event, Donald Trump doubled him up, raking in a whopping $50.5 million at a billionaire's mansion on Saturday. However, Biden still has a big financial edge, as Trump's...
NATO Seeking To 'Trump Proof' Future Ukraine Funds
06.04.2024, 17:06 Uhr. ZeroHedge News - https: - NATO Seeking To 'Trump Proof' Future Ukraine Funds When NATO Secretary-General Jens Stoltenberg this week unveiled a $100 billion, five-year fund for Ukraine which he pitched to alliance foreign ministers in preparation for the July annual summit, a number of pundits and publications immediately saw through it... NATO leadership is ultimately seeking...
Visualizing The Value Gap Between The Gold Price And Gold Miners
06.04.2024, 15:55 Uhr. ZeroHedge News - https: - Visualizing The Value Gap Between The Gold Price And Gold Miners Although the price of gold has reached new record highs in 2024, gold miners are still far from their 2011 peaks. In this graphic, Visual Capitalist's Bruno Venditti illustrates the evolution of gold prices since 2000 compared to the NYSE Arca Gold BUGS Index (HUI), which consists of...
Global 'Game Of Chicken' Continues - MOAB >> NFP
05.04.2024, 16:22 Uhr. ZeroHedge News - https: - Global 'Game Of Chicken' Continues - MOAB >> NFP Authored by Peter Tchir via Academy Securities, Today we will hit two topics, NPF and MOAB. Let’s Start with NFP About as good as it gets for the economy, not so good for Fed cuts. Not only were the headline jobs better than the top estimates on Bloomberg (303k jobs). We also revised prior job reports...
Bitcoin Vs Gold: The Debate Continues
05.04.2024, 13:21 Uhr. ZeroHedge News - https: - Bitcoin Vs Gold: The Debate Continues Authored by Douglas French via The Mises Institute, In a few short weeks since SEC approval Inflows into Bitcoin ETF funds had reached just over $59 billion on Good Friday, according to btcetffundflow.com. Meanwhile the unloved and disrespected GLD [gold] ETF holds $54 billion, despite its thousand year pedigree...
Bitcoin Futures Markets Signal 'Prime Buying' Opportunity Soon
04.04.2024, 18:01 Uhr. ZeroHedge News - https: - Bitcoin Futures Markets Signal 'Prime Buying' Opportunity Soon Authored by Martin Young via CoinTelegraph.com, Bitcoin futures funding rates - periodic payments made between short and long traders - may be signaling a potential price correction for Bitcoin in the future, which could present “prime buying opportunities," according to market analysts...
Peter Schiff: Gold Is Telling Us The Fed Is Wrong
03.04.2024, 20:45 Uhr. ZeroHedge News - https: - Peter Schiff: Gold Is Telling Us The Fed Is Wrong Via SchiffGold.com, This week Peter returned from vacation, and he was just in time for a surge in the price of gold. He discusses the factors contributing to gold’s record prices, the similarities between today and the 1970s, and data pointing to future inflation in America. Peter starts this episode...
Gold Vs. Bitcoin: The Winner Is...
03.04.2024, 18:45 Uhr. ZeroHedge News - https: - Gold Vs. Bitcoin: The Winner Is... Authored by Nick Giambruno via InternationalMan.com, The ultimate competition to become the world’s dominant money will have only one winner. Anything else would amount to an inefficient barter system, which is why international monetary networks tend to converge on one thing as dominant money at the base layer....
Billionaire Steve Cohen Sees "Four-Day Work-Week" Coming... & More Golf (& QE)
03.04.2024, 17:11 Uhr. ZeroHedge News - https: - Billionaire Steve Cohen Sees "Four-Day Work-Week" Coming... & More Golf (& QE) In one of his rare public appearances, billionaire hedge fund manager (and New York Mets owner) Steve Cohen told CNBC's Andrew Ross Sorkin this morning that he expects more and more businesses to move to a four-day work-week in the coming years. “My belief is that a four-day...
Tesla Shares Plunge After Suffering First Q1 Delivery Decline Since 2020
02.04.2024, 15:26 Uhr. ZeroHedge News - https: - Tesla Shares Plunge After Suffering First Q1 Delivery Decline Since 2020 Tesla shares are plunging heading into the cash open after the automaker reported Q1 deliveries and production that fell far below estimates. For Q1 2024, Tesla produced over 433,000 vehicles and delivered 387,000. It marks the first annual Q1 delivery decline for the automaker...
Bullish Bets On Gasoline Futs Soar As Pump-Prices Risk Rising To "Politically Sensitive" $4/Gallon Level
01.04.2024, 19:43 Uhr. ZeroHedge News - https: - Bullish Bets On Gasoline Futs Soar As Pump-Prices Risk Rising To "Politically Sensitive" $4/Gallon Level The latest surge in gasoline prices at the pump, something we detailed last week (read: here), could begin to impact the Biden administration's reelection outlook unless the White House unleashes market interventions to arrest surging prices and...