My ‘Big Short’ Call on Hanesbrands Could Become the Best of My Careermore
Caution: Consumer Confidence Is A 'Cognitive Casino'
"Confidence requires perceptions of control and certainty," writes Peter Atwater, of Financial Insyghts. Under President Trump, uncertainty is the norm. "Stop, start, yes, no, true, false – we’ve seen more shifts in position from the Trump administration than a day-long yoga class."read more
Is This One of the Most Hated Stock Market Rally of All-Time?
Wall Street has been betting against President Donald Trump since his Election Day victory. Consensus has been positioning for a correction that hasn't come.read more
Got BEN? Franklin Resources Is a “Very Undervalued” Stock
If you’re looking for exposure to a “very undervalued” stock, one which is among the world’s largest asset managers, we’ve got an idea for you.read more
Top Commodities Strategist Goes Deep On Where Gold Prices Are Headed
"Over the short run, gold might face some headwinds," writes Stefan Wieler of Goldmoney. "But we believe any further sell-off will prove unsustainable over the medium to long term."read more
Realogy: Our Housing Team's Inaugural Best Idea Stock Call
Our Housing Team – led by Josh Steiner and Christian Drake – hosted a deep dive institutional call today on our Best Idea long Realogy (RLGY).read more
Cliggott: Here's the $64,000 Question Right Now
"Is this the beginning of a new cycle or "noise" on the way down?" writes former JPMorgan chief investment strategist Doug Cliggott. "I honestly don't know ... but given leverage levels and interest rate trends I am VERY SKEPTICAL that this is the beginning of a new credit / profit cycle."read more
What Kim Jong-un Learned From Qadafi and Saddam Hussein
"Kim Jong-un has learned from the collapse of governments in Libya and Iraq," writes General Dan Christman. "Dictatorial leaders threatened by the West are doomed in the absence of nuclear capability."read more
Europe Is Exuberant Today! Short It.
Investors are swooning over last night's French Presidential debate, in which centrist party candidate Macron was the apparent victor over anti-EU candidate Le Pen. The euro hit seven-week high. European stock markets hit their highest level since 2015. What now?read more
A not-so-quiet revolution is sweeping the globe. From Trump to Brexit, entrenched political elites are being taken behind the woodshed by an irate electorate.read more
Are You Prepared For The End Of The Bond Bubble?
"The biggest bubble in financial history is about to end," writes economist Daniel Lacalle. "With rate hikes, a stronger dollar and the return of inflation, bond inflows are normalizing, sell-off in negative yield fixed incme continues, and real rates increase despite central planners’ financial repression."read more
Economic Acceleration? Your Decision Will Impact Your Portfolio Performance
There's a fight playing out right now among investors in the U.S. stock market on which way economic growth is heading. It's a fair fight right now from a performance perspective. But we think that's going to change very soon.read more