HEDGED.BIZ

A look at economics, markets, finance and the irrational human being

This is fake news:

Humphrey: This fake news has to stop and we are going to be the ones who have to stop it. As it is information or possibly misinformation has proliferated around the internet while our reliance and faith in Google or Wikipedia has grown to dependence. It’s a dangerous state of affairs when people trust wholeheartedly
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One Minute Into The Future: When The Market Turns, Everything Takes A Loss. Well, almost everything.

Equities and expensive and credit spreads are tight. Some investors may be able to eke out further returns, even safely, if they are familiar with certain markets such as the ABS and leveraged finance markets. Eventually, given the weight of capital chasing returns, even these pockets of value get crowded. In the long only world,
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Brexit. You can’t expect to negotiate a divorce with conjugal rights.

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Global Trade War Revisited

This article was originally posted Sep 7, 2017. It is updated for new trade data Feb 2018.   The Trade War continues. Since 2011, the Obama administration has been actively pursuing a program of reshoring. http://agmetalminer.com/2015/01/22/obamas-manufacturing-centric-state-of-the-union-youll-never-hear/ Donald Trump’s agenda only seeks to bolster or exacerbate an existing trend. As global growth slows, every country seeks
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Courage. Hubris. Greed. Fear. Denial. Despair. Repeat.

  Fundamentals give us the courage to place our bets. Gains give us the hubris to up the ante. Greed blinds us when fundamentals deteriorate. Denial paralyzes us when gains are lost. Fear grips us as losses mount. In despair we sell the good with the bad. And turn our backs when the storm passes.
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