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The German Government Collapses, Early Elections Are Coming Up

The German Government Collapses, Early Elections Are Coming Up

Scholz Loses Confidence VoteThe Wall Street Journal reports Germany Heads Toward Early Elections After Scholz Loses Confidence Vote Embattled German Chancellor Olaf Scholz lost a confidence vote on Monday, the first step in a sequence of events that will lead to early elections next year—and the latest symptom of mounting political instability in Europe. Monday’s vote […]
Updating The Nonfinancial Long Leading Indicators

Updating The Nonfinancial Long Leading Indicators

I haven’t “officially” updated my take on the long leading indicators – those that forecast a recession at least one year beforehand – in almost two years. That’s because the hurricane force tailwind of the supply-side deflationary unlinking of the global supply chain completely swamped everything else. So if I were to examine, e.g., corporate […]
The Porridge Is Warm

The Porridge Is Warm

Image Source: Pexels In this short clip, Samantha LaDuc and Hans Albrecht discuss the current market dynamics, including the impact of CPI data and the Federal Reserve’s anticipated rate cut.They highlight the ongoing “low volatility” environment, recent parabolic moves in the market, and the potential for further upside fueled by strong gamma positioning.Hans shares insights into […]
Optimists Say Don’t Worry About Bubbles, That’s Bad Advice

Optimists Say Don’t Worry About Bubbles, That’s Bad Advice

  ↵Image Source: Pixabay A house on our street recently sold for $8 million to a buyer in his early 40s. Our mutual tradesperson had the scoop: the guy made his money in Bitcoin. This is his summer house; he lives in Hawaii. On closing, he installed lifts in the garage, stacked them with exotic cars, and […]
Airlines Gear Up For Record 2025 As Boeing Resumes 737 MAX Production

Airlines Gear Up For Record 2025 As Boeing Resumes 737 MAX Production

Image Source: Unsplash The clouds hanging over Boeing’s operations finally appear to be clearing.After a turbulent period of setbacks—including crashes, a global pandemic, supply chain snarls and a recent labor strike—Boeing has officially restarted production of the 737 MAX. And while the ramp-up will be gradual, the significance of this for the aviation industry can’t be overstated.Why? Because […]
European ETF Flow Insights – November 2024

European ETF Flow Insights – November 2024

Image Source: Pixabay November 2024 was another month with strong inflows for the European ETF industry.Following the new all-time high monthly inflows in October (+€28.5 bn), the inflows into ETFs in Europe marked another all-time high (+€29.3 bn) in November. These inflows drove the estimated year-to-date net flows up to €225.0 bn, which would mark a […]
Three Areas Of Profits That 99% Of Investors Are Ignoring

Three Areas Of Profits That 99% Of Investors Are Ignoring

Image Source: Pexels One of the key differentiators for investors is your ability to find profits in the markets. It sounds obvious, but you’d be amazed how many people keep staring at the same charts waiting for something to happen… while other investments are soaring and making investors extraordinary profits.Consider the “Trump Trade”, for example.The overall […]
Why Is The Fed Cutting Rates?

Why Is The Fed Cutting Rates?

Image source: Pixabay The S&P Global Services Report for December beats expectations, signaling strong economic growth and optimism for the future.• Insights on the Fed’s upcoming rate decision and the surprising divergence between policy statements and financial conditions.• A closer look at U.S. Treasury yields and the global factors influencing them, including weak Chinese economic data […]
Market Default: Buy Tech

Market Default: Buy Tech

Image Source: Pexels  — Bulletproof tech–the Nasdaq composite and QQQ’s made new all-time highs Friday 13, 2024. — The heavily “Magnificent Seven”-weighted S&P 500 (approx. 36% of the index’s total market value in “Mag  Seven names”) is down less than 1% from its record high recorded a week ago.— Everything else seems to be in for liquidation … the Dow (minus 3% in the […]
Pudgy Penguins’ PENGU token launches tomorrow with Binance listing and airdrop

Pudgy Penguins’ PENGU token launches tomorrow with Binance listing and airdrop

Key Takeaways Pudgy Penguins launches the PENGU token, with Binance announcing spot trading and an airdrop. Pengu token’s total supply is set at 88.88 billion, with significant allocations to the community, NFT collections, and the Pudgy Penguins team. Share this article Pudgy Penguins, the second-largest NFT collection by market cap, announced that they will launch […]