Thoughts From The Divide: Julian Brigden’s Latest Interview

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. 
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. Click the play button below to tune in

Other posts

C8 Weekly Bulletin:  Trendrating on US Bank Stocks

BY JON WEBB
C8 Technologies are delighted to announce that Trendrating will be adding 7 US and European equity indices to C8 Studio. They have been working with investors over the past 10 years to enhance equity portfolios, using a proprietary methodology which focuses on determining the ongoing trend in individual equities. Trendrating have just produced a timely report on US bank stocks which they have kindly allowed C8 to share. This illustrates that, whilst the Silicon Valley Bank failure had idiosyncratic issues, investors perceive a much wider problem with smaller US banks.  Read more →

MI2 Partners Thoughts From The Divide: Never Rains But It Pours

BY JON WEBB
t’s been a challenging week for President Trump. The problems started when the Justice Department released a memo as part of their “commitment to transparency” that explained there was no evidence of an “Epstein client list” or that his death was suspicious. Trump offered a spirited defence of AG Pam Bondi, but this did little to placate the MAGA base, who appeared understandably sceptical. Reports that China believes it has the whip hand in trade negotiations because of its rare earth leverage can’t have improved the President’s mood. Worse still, there does seem to be substance to those reports. One poker tell was the recently announced deal between MP Materials and Apple, which will invest $500mn in rare earth magnets and a recycling facility (of course). That news followed last week’s announcement of a $400mn investment in MP by the Pentagon, no less! Trump then managed to go 0 for 3 when he ostensibly floated a trial balloon on firing Powell. The market reaction prompted a swift walk-back. Read more →

C8 Bulletin: Gauging the Impact of US Debt Limit Dynamics – Part II

BY JON WEBB
In February, one of our index providers, IVI Capital, outlined how the Debt Ceiling impasse would lead to an expansion of US liquidity, and more benign financial markets, until the Congressional stand-off was resolved. With the Debt Ceiling increase finally agreed, we asked IVI for an update. Read more →
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