Stargazer Asset Management Weekly – April 25 2022

Our weekly tour of markets.
BY ERIC FILL

SAM Weekly _ April 25 2022

Other posts

Thoughts From The Divide: Hold On Tight

BY JON WEBB
“It’s obvious that there’s going to be stress and losses”. The comment is from Janet Yellen’s comments this week and comes from the discussion of the ongoing CRE dumpster fire. Stress and losses aside, the Treasury Secretary was unruffled, following up with the comment, “I hope and believe that this will not end up being a systemic risk to the banking system.” Yellen did admit that size matters. While “The exposure of the largest banks is quite low,… there may be smaller banks that are stressed by these developments” Read more →

C8 Weekly Bulletin: Europe performs well in ‘long only’ recovery

BY ROBERT MINIKIN
The new calendar year has begun with an explosive extension of the 'long only' asset rally which has been underway since last October’s Fed signal of smaller rate hikes. The positive case for European asset markets specifically been reinforced by a new slide in regional natural prices – to levels last seen ahead of the Ukraine invasion. In this Weekly Bulletin, we take a look at how investors can build European asset market exposure on the C8 platform. Read more →

Thoughts From The Divide: Julian Brigden’s Latest Interview

BY JON WEBB
In lieu of this week’s Thoughts From The Divide, we wanted to share Julian's latest interview with Ted Oakley, Managing Partner at Oxbow Advisors. In this engaging discussion, Julian addresses economic, stock market, and extreme political instability. In this engaging discussion, Julian addresses economic, stock market, and extreme political instability.  Read more →
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