20 of 22 US Hedge Fund Managers Say They Bought Physical Gold For Personal Accounts
“Gold lures inflation wary hedge fund chiefs”, Reuters, July 30 (via Kirk)
“Gold lures inflation wary hedge fund chiefs”, Reuters, July 30 (via Kirk)
As we enter the holiday season into year end there will be less data to move markets and seasonality historically plays a significant role. Next week the NYSE and NASDAQ are closed for Thanksgiving on Thursday November 24 and there…
For years one of my favorite columns in The Wall Street Journal was Dan Henninger’s Wonder Land which he sadly discontinued after 23 years this January. So I’m taking over for the day because yesterday was a whopper! While Henninger…
Wednesday morning, storied consumer goods company Procter & Gamble (PG) reported 4Q21 earnings. PG is a $400 billion behemoth and you likely use many of its products everyday like Crest toothpaste, Charmin toilet paper, Tide laundry detergent and Head and…
When I started Top Gun – before Nick Timiraos assumed the post of Fed Whisperer – that role was filled by Jon Hilsenrath. That’s why Hilsenrath’s piece in this morning’s WSJ is worth scrutinizing for clues about the Fed’s strategy…
It’s getting scary. – Mike Green, Real Estate Auctioneer who auctions farms in Iowa Source: “In Price of Farmland, Echoes Of Another Boom”, The New York Times, March 4, B1. Prediction: Crop prices will fall and interest rates rise causing…
The June CPI Report came in below expectations Wednesday morning resulting in another rally in stocks. Headline CPI was 3.0% and Core 4.8%. For some reason the Fed feels the need to hike rates one more time in two weeks…