source / The Money GPS $GPS China ‘Worried’ About Bubbles in Property, Foreign Markets – Bloomberg https://www.bloomberg.com/news/articles/2021-03-02/china-worried-about-… archive Inflation 2021: Malnutrition and Hunger Fears Rise as Food Prices Soar Globally – Bloomberg https://www.bloomberg.com/news/articles/2021-03-01/inflation
source / The Money GPS Warren Buffett made some very key points. Some rational statements. But let’s face it, while the market still hangs onto every word he says, they will quote him regularly, they will continue to ignore the points he has been making over the last few years. Quite frankly, when you’re trying […]
source / The Money GPS We have seen a major surge in stocks that had come off of the fastest drop in history on a global scale. Looking at which assets have performed the best and why is sometimes a very confusing subject simply because many aren’t justified. But this is the new reality of […]
source / The Money GPS Jerome Powell has once again reiterated that money printing will continue, low interest rates will continue, and that they are the savior. This never seems to get old apparently. The markets are looking rather wacky at this time as we have seen bonds sending major signals, the commodities markets have […]
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 […]
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 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 […]
