X

Investing

The Bond Market vs Yield Curve Control: Who Blinks First

The base case here since May 2020 has been that the Federal Reserve will adopt some form of yield curve…

How to Find the Next Wallstreetbets “YOLO” Stock

https://youtu.be/Yy3IZhqOhco?t=1850 At this point, many investors have heard of the Reddit channel Wallstreetbets (WSB). But if you haven’t, here’s what…

Coming to America – Yield Curve Control

This column has tended to focus primarily on monetary policy as it relates to the trend in financial markets. But…

Asia Will Outperform in a World of Weak Dollars and Accelerating Inflation

The view here remains that the key issue facing investors in 2021 is the Federal Reserve’s policy response coming out…

India is Starting a Cyclical Recover – Buy Indian Stocks

As good a stock market investment story in Asia as any is India. The Indian economy is almost back to…

Inflation is On the Horizon – Own Cyclical Stocks

The preference here continues to favour cyclical stocks for the “back to normal” trade. That means the likes of auto-related,…

The Affirm IPO is a Bet on the Future of Peloton

Affirm is the most hyped private company set to go public so far in 2021. Founded by Max Levchin, a…

The “Passive Put” and Tesla’s Bitcoin Wildcard

The advice here remains to stick with the “back to normal” trade despite the scare over the mutating virus in…

The X for Boys – Teaching Trade Skills to Change Lives

Grizzle had the pleasure of interviewing the inspiring King Randall, Founder of The X for Boys in Albany, Georgia.  https://youtu.be/IFBc1W7T7_c…