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Latest Insights on LDI

Great Stuff 8-16-2019 GEnron, Nvidia’s New Normal and Buying Greenland
by Joseph Hargett August 16, 2019 Great Stuff
Friday Four Play: GEnron, Nvidia’s New Normal and Buying Greenland The word on the Street today is that the market’s rallying because of strong consumer spending. Well, rallying is a strong word. Bouncing, maybe? Pretty much any positive news is going to lift spirits at this point, and Wall Street is clinging tightly to any […]
A 25% Gain From This Trade Already — It’s Time to Buy More Gold Stocks Gold prices are climbing. They are driven by fear in the stock market. But while the yellow metal is on the rise, investors are afraid of gold socks. Matt Badiali sees the massive opportunity here. (2-minutes)
Great Stuff 8-15-2019 Walmart Won’t Yield for the Inverted Curve; Alibaba Black Sheep
by Joseph Hargett August 15, 2019 Great Stuff
No Money, Mo’ Problems OK, class. Today, I’m going to try to learn you something. I’m sure you’ve heard that the Dow plunged more than 800 points yesterday — its biggest one-day loss of the year. The reason for that plunge was the inverted yield curve. You may have also heard from the financial media […]
Great Stuff 8-14-2019 Averting the Trade War on Christmas
by Joseph Hargett August 14, 2019 Great Stuff
Averting the Trade War on Christmas I knew there was another reason for the delayed tariffs that I overlooked. The real reason. Yesterday, I riffed on the “Pavlov’s dogs” motif when talking about the market’s reaction to the tariff news. You know, the news that the 10% tariffs on Chinese imports would be delayed until […]
Big Data companies such as Amazon and Google need specialized buildings to hold the massive server farms that underpin their businesses. REITs Will Outperform Big Data Stocks Because of their special tax treatment, these hidden assets have exceptionally high yields. That makes them attractive alternatives to bonds in a low-interest-rate environment.

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