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The Game of Investing, Vol. X

After 2 decades in the industry, Russell Clark realized that the economy and market were functioning drastically differently post-COVID. That realization changed his entire framework.

In this issue, we’ll cover 3 things:
– Recognizing when your investment thesis is wrong — before it’s too late.
– Learning to adapt your framework in a new market environment.
– Implementing your new framework at inflection points.

By Real Vision | August 28, 2020 | 10:50 am

A Chokehold on Credit

Are credit markets tightening? There’s some data that indicates that they are across almost all loan types.

By Gabrielle Hughes | August 26, 2020 | 6:44 pm

Tech Takeover: A Continued Race to the Top

The technology sector is continuing with its takeover of the broader market with the recent announcement of Exxon, Raytheon, and Pfizer being removed from the Dow Jones Industrial Average Index.

By Gabrielle Hughes | August 25, 2020 | 3:00 pm

The Stories on Our Radar – August 24, 2020

TikTok sues the U.S. government, President Trump announced expanded access to convalescent plasma as a COVID-19 treatment, and what’s contributing to the soaring lumber futures prices.

By Gabrielle Hughes | August 24, 2020 | 5:00 pm

Europe’s Wake-Up Call

Divergent PMI readings between the U.S. and Europe indicate a stark contrast forming between the two continents. While Europe was hit with a wake-up call today, it looks like the American dream has yet again bought itself more time.

By admin | August 21, 2020 | 7:00 pm

The Rough Road Ahead: Liquidity Conditions Easing, Economic Uncertainty Rising

The European Central Bank, the Bank of Japan, the Bank of England, and the Swiss National Bank have all announced today that they would be scaling back their US dollar liquidity operations.

By Gabrielle Hughes | August 20, 2020 | 6:58 pm

The Stories on Our Radar – August 20, 2020

Bad news from the IRS, textbook publishers’ woes, and Johnson & Johnson’s big bond sale.

By admin | August 20, 2020 | 4:32 pm

Big Tech and Big-Box Retailers Barging In

Yesterday, the S&P hit a record-breaking closing high of 3,389.78. At least for now, this new high has held up, trading slightly above yesterday’s close.

By Gabrielle Hughes | August 19, 2020 | 3:00 pm

The Democratic National Convention Kick-Off & CalPERS’ Next Steps

Yesterday, the Democratic National Convention kicked off and will run through this Thursday, where the Democratic Party will formally nominate Joe Biden and Kamala Harris as president and vice president for this election.

By Gabrielle Hughes | August 18, 2020 | 3:00 pm

The Stories on Our Radar – August 14, 2020

U.S. retail spending rising above pre-pandemic levels, Rent the Runway closing physical locations, and more.

By Gabrielle Hughes | August 14, 2020 | 6:41 pm

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