Stargazer Asset Management – Weekly May 11 2020

This week we discuss the German Constitutional Court ruling, NASDAQ outperformance and the dollar.

BY ERIC FILL

SAM Weekly _ May 11 2020

Other posts

C8 Weekly Bulletin: Thor Financial now available on C8 Studio

BY JON WEBB

C8 Technologies is pleased to announce that five indices derived from Thor Financial Technologies will now be available through the C8 platform. The strategies will be available to C8 clients to be accessed through direct indexing and will be fully included in C8 studio and thus available to be combined with other strategies and allocations optimized to create complete portfolio solutions for clients. Read more →

Thoughts From The Divide: Finding Reasons

BY JON WEBB

The latest flurry of Fed speak has been a broad recanting of the previously guaranteed, 100% for sure, cuts this year, with members saying, “I definitely don’t feel urgency to cut rates”, “I’m not in a mad dash hurry to get there[, to lower rates]”, and “at some point, … we will start to normalize policy back to a less restrictive stance [ed. Ha!], but we don’t have to do that in a hurry”. It’s nice to be vindicated. But now what? Read more →

Thoughts From The Divide: Know when to Fold‘Em

BY JON WEBB

President Trump told us that the U.S. would get "a total of 55% tariffs" with China's tariffs set at 10%, adding that "Full magnets and any necessary rare earths, will be supplied, up front, by China. Likewise, we will provide to China what was agreed to”. A Chinese spokesman was more reserved. Lutnick referred to the agreement as a "handshake for a framework" which didn’t seem entirely consistent with Trump’s assessment. Usually, in these matters the best way of telling what happened is to look at the US-listed Rare Earth miners – MP Materials fell 8% yesterday, but was up 14% today, which might suggests that the market the market remains skeptical about China resuming rare earth supplies. Read more →

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