Neueste Heute 25.04.2024 24.04.2024
Gold Prices: Beyond Inflation And Real Yields
25.04.2024, 18:28 Uhr. ZeroHedge News - https: - Gold Prices: Beyond Inflation And Real Yields Authored Robert Burrows via BondVigilantes.com, Renowned for its role as a hedge against economic uncertainty and inflation, gold has long captivated investors. One key factor influencing gold’s price is the relationship between real yields and inflation. Over the long term, gold has protected one against...
Overconfidence In NFL Drafts: A Lesson For Investors
24.04.2024, 16:45 Uhr. ZeroHedge News - https: - Overconfidence In NFL Drafts: A Lesson For Investors Authored by Michael Lebowitz via RealInvestmentAdvice.com, Most NFL general managers (GMs) are optimistic and displaying overconfidence today as they prepare for tomorrow’s NFL draft. The draft is a once-a-year opportunity for GMs to acquire talent. Like investors, GMs often think they are smarter...
Meet The New ETFs That Are Offering '100% Downside Protection'
24.04.2024, 11:47 Uhr. ZeroHedge News - https: - Meet The New ETFs That Are Offering '100% Downside Protection' If 100% downside protection is the norm for banks that are too big to fail on Wall Street, why shouldn't it be for everyday investors? This is the question that a number of ETF innovators are apparently asking, as a wave of new ETFs offering '100% downside protection' are getting ready to...
Futures Extend Rebound Into Second Day Ahead Of Tesla Earnings Despite Rising Yields
23.04.2024, 14:23 Uhr. ZeroHedge News - https: - Futures Extend Rebound Into Second Day Ahead Of Tesla Earnings Despite Rising Yields US equity futures are higher for the second day, even as small-caps underperform after bond yields rise about +4bps and trade near session highs. As of 7:40am S&P and Nasdaq futures were 0.3% higher after Wall Street’s rebound from a $2 trillion selloff; European...
If We Want Something As Good But More Reliable, It'll Cost Much More Money
23.04.2024, 12:34 Uhr. ZeroHedge News - https: - If We Want Something As Good But More Reliable, It'll Cost Much More Money By Eric Peters, CIO of One River Asset Management Utopia? “We added solar and wind like it was going out of style,” said the CIO of the well-regarded US fund. “We have ample land, wind in the middle of the country.” Federal subsidies make electricity almost free. “But...
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...
The Three Oil And Gas Stocks Most Sensitive To Oil Price Swings
22.04.2024, 12:31 Uhr. ZeroHedge News - https: - The Three Oil And Gas Stocks Most Sensitive To Oil Price Swings By Alex Kimani of OilPrice Following a strong rally amid escalating tensions in the Middle East, oil prices have pulled back sharply in the current week as demand worries outweigh geopolitical concerns. WTI crude for May delivery has declined 5.1% from the Friday close to trade at $83...
What Are Mises' Six Lessons?
20.04.2024, 22:06 Uhr. ZeroHedge News - https: - What Are Mises' Six Lessons? Authored by Jonathan Newman via The Mises Institute, Ludwig von Mises’s Economic Policy: Thoughts for Today and Tomorrow has become quite popular recently. The Mises Book Store has sold out of its physical copies, and the PDF, which is available online for free, has seen over 50,000 downloads in the past few days...
Living On Uneasy Street
19.04.2024, 23:21 Uhr. ZeroHedge News - https: - Living On Uneasy Street Authored by Charles Hugh Smith via OfTwoMinds blog, It's nice to anticipate sunny weather, but it's a good idea to carry an umbrella just in case the forecasts prove overly optimistic. Yes, the market will rally if World War III didn't start last night. The market will also rally if World War III does start, because the Federal...
5 Things You Didn't Know About Bitcoin Halvings & BTC Price
19.04.2024, 18:51 Uhr. ZeroHedge News - https: - 5 Things You Didn't Know About Bitcoin Halvings & BTC Price Every four years, the Bitcoin community celebrates the Bitcoin halving. Many BTC market analysts view this as a quadrennial milestone event due to its historically bullish impact on the cryptocurrency market as a whole. A key component of Bitcoin’s design is its periodic halving, which ensures...
A Very Ugly Week For The Nasdaq, A Terrible Week For Semiconductors
19.04.2024, 17:53 Uhr. ZeroHedge News - https: - A Very Ugly Week For The Nasdaq, A Terrible Week For Semiconductors It's been a very ugly week for momentum names, but since these days that really means AI and/or mega tech, we can just saw this has been a very ugly week for the Nasdaq. And sure enough, with the QQQs down 0.4%, the Nasdaq is now pacing for its worst week in over a year - and is down...
Mysterious Iranian 'Spy' Ship Returns Home As Israel-Iran Conflict Worsens
19.04.2024, 17:08 Uhr. ZeroHedge News - https: - Mysterious Iranian 'Spy' Ship Returns Home As Israel-Iran Conflict Worsens A suspected Iranian spy ship that its own government calls an "intelligence and logistics" vessel returned home this week after a three-year mis, as well as more recently lingering near Yemen for months. The Iranian 'spy ship' BEHSHAD (9167289), which had a hand in the Red...
2nd Trump Juror Dismissed After Concerns Over Arrest Record
18.04.2024, 22:11 Uhr. ZeroHedge News - https: - 2nd Trump Juror Dismissed After Concerns Over Arrest Record Authored by Chase Smith via The Epoch Times (emphasis ours), A second juror who was seated on the jury for former President Donald Trump in the Manhattan ‘Hush-Money’ Trial earlier this week was excused on Thursday, after prosecutors said that someone with the same name was arrested in...
Bitcoin & Bullion Bid As Hawkish FedSpeak Hammers Stocks & Bonds
18.04.2024, 22:03 Uhr. ZeroHedge News - https: - Bitcoin & Bullion Bid As Hawkish FedSpeak Hammers Stocks & Bonds Stocks had limped higher all night after four straight days lower but into the cash open, Fed's Williams ruined the party by admitting that while rate-hikes are not 'his baseline' they are possible if the data warrants. But that dip was bought aggressively after the open. Stocks were spooked...
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...
"The Federal Reserve Is Clearly Trapped"
18.04.2024, 16:47 Uhr. ZeroHedge News - https: - "The Federal Reserve Is Clearly Trapped" Submitted by QTR's Fringe Finance Friend of Fringe Finance Lawrence Lepard released his most recent investor letter this week. He gets little coverage in the mainstream media, which, in my opinion, makes him someone worth listening to twice as closely. Larry was kind enough to allow me to share his thoughts...
Blackstone CEO Jumps On 'The Next AI Trade'
16.04.2024, 21:01 Uhr. ZeroHedge News - https: - Blackstone CEO Jumps On 'The Next AI Trade' US power grid regulators and utilities are warning about energy shortfalls. Projections for US electricity demand growth over the next five years have doubled from about one year ago, primarily because of the expected explosion of artificial intelligence data centers, federally subsidized manufacturing plants...
Biden Spending $300 Million On Sanctuary Cities
16.04.2024, 00:21 Uhr. ZeroHedge News - https: - Biden Spending $300 Million On Sanctuary Cities Authored by Naveen Athrappully via The Epoch Times, The U.S. Department of Homeland Security (DHS) is distributing $300 million to sanctuary cities that provide services like shelter and food to illegal immigrants amid a massive increase in incursions across the southern border. The $300 million in grants...
Javier Blas Outlines Ten Takeaways For Crude Market Following Iran's Direct Attack On Israel
14.04.2024, 21:47 Uhr. ZeroHedge News - https: - Javier Blas Outlines Ten Takeaways For Crude Market Following Iran's Direct Attack On Israel Iran's direct attack on Israel on Saturday evening is viewed certainly as an escalation in the Middle East conflict. Tehran's missile and drone attack (widely unsuccessful) has been well-telegraphed (read: here & here) for the last two weeks, pushing up...
Texas Nat Gas Prices Turn Negative As Drillers Chase Oil Sales
12.04.2024, 03:40 Uhr. ZeroHedge News - https: - Texas Nat Gas Prices Turn Negative As Drillers Chase Oil Sales Nat gas prices at the Waha hub in the Permian basin in Texas slumped to a negative price of -$2.00 per million British thermal units (MMBtu) this week as the recent rise in oil prices prompts producers to bring drilled but uncompleted wells online, OilPrice reported. As the U.S. benchmark...
Euro Extends Decline After ECB Holds Rates At Highs, Hints At Cuts To Come
11.04.2024, 14:30 Uhr. ZeroHedge News - https: - Euro Extends Decline After ECB Holds Rates At Highs, Hints At Cuts To Come After yesterday's US CPI print - and the dramatic adjustment to market expectations of Fed policy action (timing and extent) - this morning's ECB was expected to be a nothing-burger with all eyes out for any confirmation that June is 'go-time' for Lagarde to cut (albeit a rare...
Von Greyerz: Gold & Silver Are Entering Their Exponential Phase
11.04.2024, 12:31 Uhr. ZeroHedge News - https: - Von Greyerz: Gold & Silver Are Entering Their Exponential Phase Authored by Egon von Greyerz via VonGreyerz.gold, "The desire of gold is not for gold. It is for the means of freedom and benefit." - Ralph Waldo Emerson Gold is now in a hurry and silver even more so. The price moves in the coming months and year are likely to be spectacular. The combination...
Democrats Commit Vastly More Dark Money Than Republicans For 2024
11.04.2024, 02:21 Uhr. ZeroHedge News - https: - Democrats Commit Vastly More Dark Money Than Republicans For 2024 Authored by Austin Alonzo via The Epoch Times (emphasis ours), (Illustration by The Epoch Times, Shutterstock) Democratic dark money groups, megadonors, and unions are funding a massive spending effort aimed at reelecting President Joe Biden and advancing the Democratic Party’s power...
Investing Lessons From Your Mother
10.04.2024, 19:07 Uhr. ZeroHedge News - https: - Investing Lessons From Your Mother Authored by Lance Roberts via RealInvestmentAdvice.com, Your mother likely imparted valuable investing lessons you may not have known. With Mother’s Day approaching and bullish market exuberance present, such is an excellent time to revisit the investing lessons she taught me. Personally, when I was growing up, my...
Is Gold Warning Us Or Running With The Markets?
10.04.2024, 18:26 Uhr. ZeroHedge News - https: - Is Gold Warning Us Or Running With The Markets? Authored by Michael Lebowitz via RealInvestmentAdvice.com, Having risen by about 40% since last October, Gold is on a moonshot. Many investment professionals consider gold prices to be a macro barometer, measuring the level of anxiety in the economy, inflation, currency, and geopolitics. Therefore, we...
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...
Margin Debt Surges As Bulls Leverage Bets
09.04.2024, 16:29 Uhr. ZeroHedge News - https: - Margin Debt Surges As Bulls Leverage Bets Authored by Lance Roberts via RealInvestmentAdvice.com, In the most recent report from FINRA, margin debt levels have surged as bullish investors leverage their bets in the equity market. The increase in leverage is not surprising, as it represents increased risk-taking by investors in the stock market. We previously...
Stocks Face Rug-Pull From Extreme Momentum Move
09.04.2024, 15:06 Uhr. ZeroHedge News - https: - Stocks Face Rug-Pull From Extreme Momentum Move Authored by Simon White, Bloomberg macro strategist, Momentum stocks are very stretched. A reversal exposes the equity market to the risk of a potentially sizable correction, with rising inflation a potential catalyst. Portfolios taking advantage of cheap hedges are better placed to weather any fall in...
SEC Forced To Halt Climate Reporting Mandate For Businesses
06.04.2024, 23:31 Uhr. ZeroHedge News - https: - SEC Forced To Halt Climate Reporting Mandate For Businesses Authored by Naveen Athrappully via The Epoch Times, The U.S. Securities and Exchange Commission (SEC) paused the implementation of its climate disclosure requirements for companies as legal challenges against the rules are pending in a circuit court. In March, the SEC finalized a controversial...
Oil & Gold Soar On Week, But 'Good Data' Wrecks Rate-Cut Hopes, Slamming Stocks & Bonds
05.04.2024, 22:02 Uhr. ZeroHedge News - https: - Oil & Gold Soar On Week, But 'Good Data' Wrecks Rate-Cut Hopes, Slamming Stocks & Bonds It was a 'good' week for macro data... Source: Bloomberg ...but 'soft' survey data remains mired in depression as the 'aggregate' hard data holds strong... Source: Bloomberg Of course, good news is bad news for the doves and rate-cut expectations for 2024 are down...
Janet Yellen Arrives In China For High-Stakes Economic Meetings
04.04.2024, 20:26 Uhr. ZeroHedge News - https: - Janet Yellen Arrives In China For High-Stakes Economic Meetings Authored by Dorothy Li and Frank Fang via The Epoch Times, U.S. Treasury Secretary Janet Yellen has arrived in China for a 6-day visit, a trip she said was necessary to “advance America’s economic and national security interests.” Ms. Yellen landed in the southern Chinese export hub...
Market Corrections Matter More Than You Think
02.04.2024, 14:47 Uhr. ZeroHedge News - https: - Market Corrections Matter More Than You Think Authored by Lance Roberts via RealInvestmentAdvice.com, During running bull markets, much commentary is written on why this time is different and why investors should not worry about market corrections. One such piece was written recently by Fisher Investments. To wit: “After the S&P 500’s 26% return...
Utah Formally Empowers State Treasurer To Protect State Funds With Gold And Silver
01.04.2024, 18:40 Uhr. ZeroHedge News - https: - Utah Formally Empowers State Treasurer To Protect State Funds With Gold And Silver Authored by Jp Cortez via The Mises Institute, Utah Governor Spencer Cox has signed legislation explicitly empowering the state treasurer to protect state funds with an allocation to physical gold and silver. Sponsored by Rep. Ken Ivory, House Bill 348 permits – but...
$1 Billion In Tax Refunds Remain Unclaimed As May 17 Filing Deadline Approaches
29.03.2024, 21:06 Uhr. ZeroHedge News - https: - $1 Billion In Tax Refunds Remain Unclaimed As May 17 Filing Deadline Approaches Authored by Naveen Athrappully via The Epoch Times (emphasis ours), The IRS building in Washington on Oct. 16, 2023. (Madalina Vasiliu/The Epoch Times) The IRS is reminding taxpayers who have not filed their 2020 returns to do so quickly or risk losing out on unclaimed refunds...
Trump Overtakes Soros' Net Worth
28.03.2024, 21:40 Uhr. ZeroHedge News - https: - Trump Overtakes Soros' Net Worth Former President Donald Trump's net worth topped $6.4 billion on Monday following the completion of a 29-month-long SPAC deal for his social media company, Trump Media & Technology Group (now trading under symbol $DJT). According to Bloomberg's index of the world's richest people, Trump is in 328th place, with a net...
Whiskey Rich: Luxury Liquor Trumps Stocks & Art Over Past Decade
28.03.2024, 04:20 Uhr. ZeroHedge News - https: - Whiskey Rich: Luxury Liquor Trumps Stocks & Art Over Past Decade Some of the world’s ultra-wealthy spend their money on luxury goods such as fine wines, expensive watches, or one-of-a-kind art pieces as a passion, but others consider them investments - and their returns do often end up paying off. Visual Capitalist's Marcus Lu dives into the 10-year...
Financial Conditions Butt Heads With Borrowing Conditions
27.03.2024, 13:32 Uhr. ZeroHedge News - https: - Financial Conditions Butt Heads With Borrowing Conditions Authored by Michael Lebowitz via RealInvestmentAdvice.com, At last week’s FOMC meeting, Jerome Powell said, “We think financial conditions are weighing on the economy.” His comments seem sensible, given the following: The Fed is reducing its balance sheet (QT). The Fed Funds rate is at...
Home-Flipping Plummets As Profits Slump
27.03.2024, 01:20 Uhr. ZeroHedge News - https: - Home-Flipping Plummets As Profits Slump By Michael Tucker of the Mortgage Bankers Association Home flipping fell nearly 30% in 2023 compared to the year before, according to ATTOM. The ATTOM year-end 2023 U.S. Home Flipping Report said 308,922 single-family homes and condos in the United States were flipped last year, down 29.3% from 436,807 in 2022...
Technical Measures And Valuations - Does Any Of It Matter?
26.03.2024, 14:17 Uhr. ZeroHedge News - https: - Technical Measures And Valuations - Does Any Of It Matter? Authored by Lance Roberts via RealInvestmentAdvice.com, Technical measures and valuations all suggest the market is expensive, overbought, and exuberant. However, none of it seems to matter as investors pile into equities to chase risk assets higher. A recent BofA report shows that the increase...
Double-Bottom? European NatGas Jumps On Russia Missile Attacks On Ukraine's Energy Grid
25.03.2024, 15:35 Uhr. ZeroHedge News - https: - Double-Bottom? European NatGas Jumps On Russia Missile Attacks On Ukraine's Energy Grid European natural gas prices have constructed what appears to be a double-bottom, around the 25 euros a megawatt-hour level. Prices are moving higher Monday morning as a war risk premium returns following Russia's massive aerial attack on Friday in what Ukrainian...
Japan's Top FX Official Threatens "Appropriate Action" Against 'Short Speculators' As Yen Craters After Rate-Hike
25.03.2024, 14:13 Uhr. ZeroHedge News - https: - Japan's Top FX Official Threatens "Appropriate Action" Against 'Short Speculators' As Yen Craters After Rate-Hike A quick glimpse at the the Japanese Yen's price action (against the USD) since the BoJ 's decision to hike rates for the first time in 17 years and one could be forgiven for being confused as the 'hawkish' move has prompted aggressive 'dovish'...
Retirement Crisis Faces Government And Corporate Pensions
22.03.2024, 14:16 Uhr. ZeroHedge News - https: - Retirement Crisis Faces Government And Corporate Pensions Authored by Lance Roberts via ReaslInvestmentAdvice.com, It is long past the time that we face the fact that “Social Security” is facing a retirement crisis. In June 2022, we touched on this issue, discussing the stark realities confronting Social Security. “The program’s payouts have exceeded...
These Are The World's Largest Corporate Holders Of Bitcoin
22.03.2024, 10:46 Uhr. ZeroHedge News - https: - These Are The World's Largest Corporate Holders Of Bitcoin Who holds the most bitcoins across publicly traded companies? While Tesla is the most familiar name across the world’s largest corporate buyers, several companies have amassed far more bitcoin - leading their share prices to skyrocket in value last year. At the same time, the vast majority...
Where Do The Wealthiest People In The World Live?
22.03.2024, 07:45 Uhr. ZeroHedge News - https: - Where Do The Wealthiest People In The World Live? Investors didn’t expect 2023 to be the bumper year for returns it ended up being. Despite tightening monetary policies and surging bond yields, equities continued their strong performance (helped hugely by enthusiasm around the potential of artificial intelligence). This has boosted wealth creation...
Futures, Global Markets Rise Ahead Of Key CPI Report
12.03.2024, 13:05 Uhr. ZeroHedge News - https: - Futures, Global Markets Rise Ahead Of Key CPI Report US equity futures rose with European and Asian market ahead of the closely watched February CPI data which could have an impact on the decision and messaging delivered by the Fed next week. As of 7:50am, S&P futures are up 0.2% while Nasdaq futures add 0.5% as TMT sees support from Semis (NVDA +1...
Jamie Dimon Sees "Little Bit Of A Bubble In Stock Markets Right Now", But BofA Says Buy Because This Time It's Different
12.03.2024, 04:02 Uhr. ZeroHedge News - https: - Jamie Dimon Sees "Little Bit Of A Bubble In Stock Markets Right Now", But BofA Says Buy Because This Time It's Different "One fact of financial life should never be forgotten. Wall Street – to use the term in its figurative sense – would like its customers to make money, but what truly causes its denizens’ juices to flow is feverish activity....
Nikkei Plunges As Yen Soars Ahead Of BOJ Policy Change
11.03.2024, 15:11 Uhr. ZeroHedge News - https: - Nikkei Plunges As Yen Soars Ahead Of BOJ Policy Change In the past several months, we had been shocked by how much digital ink was spilled to praise Japan's "stock market revival", which according to very serious economists was based on strong fundamentals and was justified by the economy (which recently slumped into recession)... ... when in reality...
Are Voters Recoiling Against Disorder?
10.03.2024, 05:20 Uhr. ZeroHedge News - https: - Are Voters Recoiling Against Disorder? Authored by Michael Barone via The Epoch Times (emphasis ours), The headlines coming out of the Super Tuesday primaries have got it right. Barring cataclysmic changes, Donald Trump and Joe Biden will be the Republican and Democratic nominees for president in 2024. (Left) President Joe Biden delivers remarks on...