Mattias Eriksson and Jon Webb join host Colin Lambert to discuss the launch of C8 Hedge
BY JON WEBB
Mattias Eriksson and Jon Webb join host Colin Lambert to discuss the launch of C8 Hedge
Other posts
Thoughts From the Divide: When The Facts Change
BY JON WEBB
It has been a big news week. So much so that it’s quite hard to decide which was the biggest story. It’s certainly hard to ignore the announcement that Mr. Biden will not be running for re-election and has endorsed his VP, Kamala Harris. We generally try to avoid offering opinions on politics because a) it is not our day job and b) it’s a surefire way of making half your readers hate you. That said, we do think VP Harris’ exhortation to consider “What can be, unburdened by what has been” is good advice for both investors and policymakers.
Read more →
Thoughts from the Divide: Which Way Is Up?
BY JON WEBB
Trying to understand the Global Economic Impacts of Trump’s Second Term. So far, he has signed more executive orders on his first day than the last ten presidents combined. As of this writing in the middle of the Friday trading day, US markets initially seem impressed, with the S&P reaching an all-time high earlier this week and the Nasdaq 100 and Solactive 200 both higher. There is a bit of pullback today, but we are higher for the week overall. And US markets aren’t alone, Japanese and European equities have had their best performance this year. Maybe Japan and Europe aren’t going to be affected by the Trump tariffs? Last time we looked, they made a whole lot of automobiles, but what do we know?
Read more →
S&P 500 Nears Overbought, Fed Heads & Inflation on Deck
BY TEMATICA
Equity futures point to a down market open later this morning,…
Read more →