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Hard Asset Insights • Dec 13 2020
Market Shift – Rotation Into Value? – December 11, 2020

Market Shift – Rotation Into Value? Negotiations around a fiscal stimulus package drag on, and COVID cases continue to rise – as expected into winter. The [...]

Morgan Lewis Posted on Dec 13, 2020
Credit Bubble Daily • Dec 13 2020
Sunday, December 13, 2020

[Reuters] Historic U.S. COVID vaccine campaign launches with convoy of trucks [CNBC] Coronavirus live updates: Vaccine doses are shipping to all 50 states with [...]

Doug Noland Posted on Dec 13, 2020
Credit Bubble Daily • Dec 12 2020
Saturday, December 12, 2020

[Reuters] U.S. FDA authorizes Pfizer COVID-19 vaccine for emergency use [Yahoo/Bloomberg] IPO Mania Sweeps Over Robinhood Crowd and Stokes a 111% Rally [CNBC] [...]

Doug Noland Posted on Dec 12, 2020
Credit Bubble Weekly • Dec 12 2020
December 11, 2020: Unnecessary Head Scratching: Q3 2020 Z.1

Airbnb traded to $165 in early Thursday trading, more than doubling its Wednesday evening $68 IPO price – valuing the company north of $100 billion. [...]

Doug Noland Posted on Dec 12, 2020
Credit Bubble Daily • Dec 10 2020
Friday, December 11, 2020

[Yahoo/Bloomberg] Stocks Slump, Dollar Rebounds Amid Risk-Off Mood: Markets Wrap [Reuters] Dollar ends three weeks of decline as Brexit sours sentiment [CNN] [...]

Doug Noland Posted on Dec 10, 2020
Golden Rule Radio • Dec 10 2020
Platinum Stair Steps Up – Political Uncertainty Stalls Stimulus | Golden Rule Radio

Will a new era of inflation occur post-pandemic? This week we cover the price movements of gold, silver, platinum, the US Dollar, equities, and more. Thanks [...]

MPM Posted on Dec 10, 2020
Credit Bubble Daily • Dec 09 2020
Thursday, December 10, 2020

[Yahoo/Bloomberg] Stocks Drop, Bonds Rise Amid Stimulus Talks: Markets Wrap [Yahoo/Bloomberg] Pound Drops After Leaders Dinner Fails to Break Brexit Impasse [...]

Doug Noland Posted on Dec 9, 2020
Credit Bubble Daily • Dec 08 2020
Wednesday, December 9, 2020

[Yahoo/Bloomberg] Stocks Rise, Bonds Dip Amid Hope for Stimulus Deal: Markets Wrap [Reuters] U.S. House to take up one-week stopgap bill as COVID-19 talks drag [...]

Doug Noland Posted on Dec 8, 2020
Weekly Commentary • Dec 08 2020
New Normal or Old Trap? Buy High Then Buy Higher

M2 Money supply up 23% annualized! Inflation? Most successful (buy low/sell high) investors are longly Tobin’s Q value indicator shows all-time overvaluation [...]

David McAlvany Posted on Dec 8, 2020
Credit Bubble Daily • Dec 07 2020
Tuesday, December 8, 2020

[Yahoo/Bloomberg] Stocks Drop as Virus Cases Rise: Markets Wrap [Reuters] Stocks take a breather, Brexit weighs down sterling [Yahoo/Bloomberg] McConnell [...]

Doug Noland Posted on Dec 7, 2020
Credit Bubble Daily • Dec 06 2020
Monday, December 7, 2020

[Yahoo/Bloomberg] Stocks Slide as Pound Drops on Brexit Deadlock: Markets Wrap [Reuters] Stocks ease as Sino-U.S. tensions heat up, fiscal deal awaited [...]

Doug Noland Posted on Dec 6, 2020
Credit Bubble Daily • Dec 06 2020
Sunday, December 6, 2020

[Reuters] Most of California to be under stay-at-home orders as COVID-19 surges [CNN] Tens of millions in California under stay-at-home order starting Sunday [...]

Doug Noland Posted on Dec 6, 2020
Credit Bubble Daily • Dec 05 2020
Saturday, December 5, 2020

[AP] California on the brink: Virus rages and closures imminent [Reuters] Wall Street Week Ahead: After blazing energy rally, investors check the fuel gauge [...]

Doug Noland Posted on Dec 5, 2020
Credit Bubble Weekly • Dec 05 2020
December 4, 2020: Monetary Disorder In Extremis

November non-farm payrolls gained 245,000, only about half the mean forecast – and down from October’s 610,000. It was the weakest job growth since [...]

Doug Noland Posted on Dec 5, 2020
Hard Asset Insights • Dec 04 2020
The Markets Grow Hopeful – December 4, 2020

The Markets Grow Hopeful As optimism grows around the rapid approval and distribution of a COVID-19 vaccine, the markets grow increasingly confident. They [...]

Morgan Lewis Posted on Dec 4, 2020
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