Stargazer Asset Management Weekly – November 9 2020

This week we look at the US election, the ECB's next move and the current state of markets.
BY ERIC FILL

SAM Weekly _ November 9 2020

Other posts

Thoughts From The Divide: Collateral Damage – May 31 2024 – MI2 Partners

BY JON WEBB
If this week’s title sends a small shiver down your spine, you may be in the Real Estate/lending business. Sadly, there doesn’t appear to be any quick or easy cures, which is perhaps unsurprising as the hits keep coming. Bank OZK is the latest example, getting slammed after a Citi analyst noted “substantial concerns” over the company’s “largest individual loan… and Life Science construction lending in general”. Some might think the residential side is also showing some cracks, with pending home sales slumping to the “lowest level since the start of the pandemic”, and with an increasing number of listings opting to cut prices. The latter metric might itself be muted by the number of listings getting pulled… Cheery stuff! Read more →

C8 Weekly Bulletin: Trendrating now available on C8 Studio

BY JON WEBB
C8 Technologies is pleased to announce that seven Trendrating indices will now be available through the C8 platform. The strategies will be available to C8 clients to be accessed through a direct index and will be fully included in C8 Studio, thus available to be combined with other strategies and allocations optimized to create complete portfolio solutions for clients. We then use C8 Studio to demonstrate the new indices. Read more →

Thoughts From The Divide: The Moon

BY JON WEBB
If the Fed can “only know” the neutral rate (and hence whether policy is restrictive) “by its works”… there may be reason to think that the music is still playing. Whether it’s the price surges of misspelled celebrity memecoins ICOs such as “Joram Poowel” (a coin based on Elizabeth Warren was the “Top gainer” at the time of writing), the return of the Manufacturing PMI to positive territory “for the first time in 17 months”, or the simple good old fashioned break out of gold to all-time highs (sympathy to all mining stock bros, miners have failed to attract the same level of enthusiasm), the “restrictive” territory being bandied about seems less of a place of economic pain, and more one of milk and honey. Read more →
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