source / The Money GPS The retail trader mania has come back into the news as congress attempts to pretend they’re on top of it all. They’ll blame a few people, maybe a slap on the wrist here or there, and yet it won’t be possible to ever acknowledge that the Fed has enabled such […]
source / The Money GPS $GPS Net Foreign Purchases of US Equity ($MM) No Title No Description Foreign Flows In/(Out) Of US Stocks (rolling 12m) No Title No Description Exhibit 8: Local currency total returns and return to vol ratios over the past week Weekly returns, return to vol ratios based on weekly volatility […]
source / The Money GPS INsiders are always buying and selling. But there are clear examples of when it’s timed perfectly, allowing them an exit while others come in for the buy on the other side. This happens very regularly with share repurchases. But now this extends into what we saw in 2020. Big announcements […]
source / The Money GPS Warren Buffett has made some changes to his Berkshire portfolio and it has caught the attention of investors. In addition to this, we are seeing institutions looking at the market froth and attempting to squeeze as much gains as possible out of it. While institutions believe that markets are overvalued […]
source / The Money GPS $GPS Chart 28: Our Institutional Factor Survey finds growing ESG popularity more than doubled in 2020 % of respondents using ESG in their investment process No Title No Description U.S. Home Prices Post 14.9% Jump in Pandemic Real Estate Rally U.S. Home Prices Post Record Gain, Topping Peak From […]
source / The Money GPS We are witnessing major inflation in certain aspects and deflation in others. Don’t worry, as long as your wages rise considerably every single year you will do just fine. Oh, you’re not the CEO of a fortune 500 firm, ok, yea then you’re screwed. Look, this is the reality today. […]
source / The Money GPS Follow the money. It’s an old, overused line. But it’s certainly true. If you take the time to dig into the money game, you’ll see that those who seem like they’re in control are really just pawns in the game. They all work together. All directions. All groups. All supposed […]
source / The Money GPS Commodities are in a supercycle. Well it depends who you ask. We are witnessing an incredibly precarious time in which assets are sky high and the economy is generally historically weak. With increased expenses, this puts additional strain on those millions of people who are struggling, the ones who really […]
source / The Money GPS The economy is wonderful, fantastic, and has never been better. That is, if you’re part of a small, select group of people. Remember George Carlin, “It’s a big club, and you ain’t in it”. The stock market on the other hand is performing extremely well. We have seen so much […]
source / The Money GPS Unpaid rent is piling up. There’s no turning this around because the situation hasn’t improved for millions and the only solution is to print more money and increase deficits. As I have documented, throughout history, every single time this occurs, it ends very badly for the vast majority of the […]
