by Lance Roberts | Jul 21, 2023 | alerts, Markets/Economy, Real Investment Advice
ESG scoring and mandates remain a subject we have contested since it sprang to life in 2020. The push of “woke activism” on, and by companies, to meet nebulous or artificial standards has led to various bad outcomes. ESG refers to the Environmental, Social, and...
by John Mauldin | Jul 21, 2023 | alerts, Markets/Economy, Mauldin Economics
While inflation is technically about general price levels, in practice we use it to describe living costs. That’s why the benchmarks measure consumer prices and personal consumption expenditures. These are where higher prices hurt because they apply to everyone. Other...
by Tyler Durden, Zerohedge.com | Jul 19, 2023 | alerts, Markets/Economy
Authored by Nick Giambruno via InternationalMan.com, Did you know that 2022 was the WORST year for US Treasuries in American history? The benchmark 10-year Treasury fell nearly 18%, and the 30-year Treasury collapsed over 39%. Many other bonds did even worse. Even if...
by BusinessInsider.com | Jul 19, 2023 | alerts, Markets/Economy
Deflation could become a headwind for stocks, Morgan Stanley’s Mike Wilson warned. That’s because falling prices takes away firms’ pricing power, which hurts earnings. “[T]his is a slippery slope for earnings growth and hence stock valuations,...
by Lance Roberts | Jul 18, 2023 | alerts, Markets/Economy, Real Investment Advice
The volatility index is so low it has to go higher eventually. Such seems obvious, but this year, despite the banking crisis, higher interest rates, and slowing economic data, investors continue to abandon hedges amid bullish optimism. But what exactly is the...
by South China Morning Post | Jul 15, 2023 | alerts, Markets/Economy
Since Beijing quashed Ant Group’s IPO in November 2020, the upheaval in China’s tech sector has hit Alibaba, Tencent, Meituan and Didi A nearly US$1 billion fine levelled against Ant Group this month has been taken as a sign that the crackdown has finally come to an...
