The Morning Call--What Are Investors Thinking?
The Morning Call
1/7/21
The Market
Technical
Thursday in the charts.
Stocks, Crypto, & Bond Yields Soar After "Darkest Moment In American History"
Are we in the last phase of the bull market?
We have entered the last insane phase of the bull market
Bond prices continue to decline.
Bonds Are The Worst Asset On Earth - All Star Charts -
Bond prices near technical trigger.
10Y Treasury Yields Hit CTA Liquidation Trigger: It's About To Get Ugly
American gold eagle sales up 455% in 2020.
American Gold Eagle Sales Up 455% In 2020
Is the decline in the dollar about to reverse?
Is The Biggest "Consensus Trade" Of 2021 About To Blow Up
Fundamental
Headlines
The Economy
US
The December ISM nonmanufacturing index came in at 57.2 versus estimates of 54.6.
ISM Services: Increase in December, Better Than Forecast
December nonfarm payrolls fell 140,000 versus expectations of a 71,000 increase.
Huge December Payrolls Miss: 140,000 Jobs Lost, Worst Month Since April
International
November Japanese household spending declined 1.8% versus predictions of -1.3%; November leading economic indicators were 96.6 versus 94.3 in October.
November German industrial production was up 0.9% versus forecasts of +0.7%.
The November EU unemployment rate was 8.3% versus consensus of 8.5%.
Other
The Fed
Philly Fed chief worries about tapering too soon.
Fed's Harker Says QE Tapering May Begin In Late 2021... But Goldman Says Not So Fast
Fiscal Policy
Yellen may not be as eager to jack up spending as many think.
What Yellen's career tells us her views on fiscal policy
The coronavirus
Update on coronavirus stats.
Covid-19 Weekly Fatalities and Excess Fatalities as of 1/6
Bottom line. At 10 times revenues, what are investors thinking?
December dividends by the numbers.
Political Calculations: Dividends by the Numbers for December 2020 and 2020-Q4
News on Stocks in Our Portfolios
What I am reading today
What is behind the recent surge in bitcoin?
What is behind the recent surge in the price of bitcoin?
Am I being duped?
Am I Being Duped? - The Irrelevant Investor
The best cars of 2020.
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