ON AIR NOW
Click to Play
In a time when underperforming hedge funds - that would be most of them - are doubling down in hopes of undoing recent losses and catching up to the S&P, and avoiding a flood of redemption requests, one fund decided to take money off the table.
It wasn't that long ago that IBM was easily the most dominant tech company in the world… the king of its industry.
Three weeks ago, just as Q3 earnings season was about to begin and ahead of a historic rout in the S&P, we showed a BofA screen of the top 20 longs and shorts held by hedge funds, which as we explained at the time is relevant because as we first disc
-"On Trade", Discussions "Moving Along Nicely"
The Dow was up 241 points yesterday and the Bubble Heads already think it's "back to the races again." I'm still cautioning "not so fast!," however.
This was an October that many of us will never forget.
Prominent market technician Ralph Acampora says the stock market is in bad shape and it's worse than many on Wall Street investors appreciate.
Economic guru Peter Schiff is sounding more economic alarms. This time, without mincing words, he says that the Federal Reserve's raising of the interest rates will cause a stock market collapse.
With hedge funds having suffered their longest losing streak on record...
Update 2: Inevitable? Maybe. GE just crashed below $10...
In what was originally intended to be a client only video. Tim Picciott CFP(R) CRPC(R) gives his contrarian views on the economy and why he thinks the "good" news will ultimately lead to the interest going higher which could be the catalsyt for t
Presumably this survey was taken before the last few days of carnage in FANG stocks.
It may not have been the craziest headline that the Trump whirlwind has generated in recent months, but you might have seen it amidst all the Stormy Kavanaghs out there: Trump says Fed is his 'biggest threat' because it is raising rates too fast
Host:
Ernest Hancock
Tim Picciott (Crypto Self Direct; The Liberty Advisor) In Studio on Bitcoin Investing; DOW plunge; Bear Market - Dr. Phranq Tamburri, NMD = Trump Report - In Studio Bob Anderson & Tarzan Kieth in Studio too
Out of all of the dire warnings coming from economists about the impending market collapse, one sticks out as exceptionally terrifying. Famed economist Ted Bauman is now warning that "There are three key economic indicators screaming sell.
Will we someday look back on October 2018 as the turning point? As the month began, people were generally feeling pretty good about things, and the U.S. stock market quickly set a new all-time high.
But, but, but... it's different this time...
The stock market has been plummeting in the past few weeks, but Wall Street experts say that the panic has not yet peaked. Despite the damage that has already been done, experts warn that the sell-off will only continue.
Nobody dares discuss it openly for fear of triggering a panic, but there aren't enough lifeboats for everyone.
"Extreme Portfolio Pain" Ahead: Morgan Stanley Expects A "Cyclical Bear Market" Slamming The S&P To 2,400
While the euro sold off and bund yields climbed on reports that German Chancellor Angela Merkel has started the process of stage-managing her exit, shares of German automakers climbed early Monday morning following a rough stretch for automakers, whi
Paul Mampilly is a legend on Wall Street.
Is this the market's breaking point?
October has been a disaster for FANG stocks (and momentum trades overall)...
With most markets tumbling in the past month as the high-flying growth and tech names have been painfully grounded as today's action in Amazon and Google vividly demonstrates, the past month has been especially painful for momentum traders, with the
Global capital markets are down five weeks in a row, losing just under $9 trillion - the biggest, fastest drop since Lehman... (around $8.2 trillion from global equity markets)
Earlier this week, when looking at a variety of market positioning and technical indicators, Goldman strategists laid out 7 reasons why, in their opinion, professional investors were bailing on the market even as retail investors continued to buy.
While credit markets 'tightness' had been proclaimed as a pillar of support for the bull thesis by many still clinging to hope, that is no longer the case.
US Treasury yields have tumbled in the last three weeks (with the belly of the curve outperforming) as a plunge in inflation expectations and a safe-haven bid protection from equity carnage combined to squeeze the record net short positioning.
After a decade of unprecedented liquidity injections by central banks to preserve the western financial system, global QE has peaked.
