source / The Money GPS We are witnessing the greatest bubble in history. One of extreme magnitude. What is truly different this time is that we have never seen investors rely so heavily on a central bank before. Previously it would have been the consumer. Today, it is understood that the consumer can only push […]
source / The Money GPS Michael Burry was made famous from The Big Short. A massive bet that virtually nobody in the industry agreed with. Nobody would acknowledge. Nobody understood what Burry did. And in hindsight many pretend it was so obvious. But the truth is that it wasn’t because it’s convoluted and confusing intentionally. […]
source / The Money GPS Texas was dealt a massive blow. Freezing cold led to increased power usage, power outages, food shortages, and general panic. An unexpected event caused a situation for millions of people. But if history is any guide, people will simply go back to business as usual when this is all over. […]
source / The Money GPS The financial system is more fragile than we are led to believe. We saw a great example of that not just with the GameStop and Reddit retail traders rocking the boat, but more importantly, back in 2019 during the Repo Crisis. They refused to acknowledge what was going on. The […]
If you believe in taking from the rich to give to the poor, then you have just bought into the prime slogan of Socialism and Communism. It's a bad idea even if it is against someone you dislike. Why? Because there are hundreds of millions of people in the world who consider YOU to be rich. - and you will be next.
source / The Money GPS The financial system is more fragile than we are led to believe. We saw a great example of that not just with the GameStop and Reddit retail traders rocking the boat, but more importantly, back in 2019 during the Repo Crisis. They refused to acknowledge what was going on. The […]
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 $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 […]
