InvestTalk 11-15-2023 – The Case for Why infl...

Major shipping routes including the Strait of Hormuz face potential blockages while countries from Kuwait to Vietnam implement emergency energy measures. This emerging supply chain crisis is reshaping global trade patterns and creating both risks and opportunities across multiple ...  Show more

apan's opposition party is calling for increased nuclear plant usage to offset the Iran crisis, highlighting how energy security is becoming a critical investment theme. This shift toward energy independence is driving renewed interest in nuclear power, renewable energy infrastru ...  Show more

* Oil prices headed for record highs. * Massive rotation from growth stocks to value stocks in effect. * Investors rushing to dump Cathie Wood’s ARKK fund. * Grayscale Bitcoin Trust follows growth stocks decline. * Gold will follow oil’s breakout. * Lael Brainard should be fired, ...  Show more

Equities and bonds rallied in November on the back of softer inflation data and inflation expectations. This was confirmed by yesterday's data releases from the US and the eurozone, with the latter reporting year-on-year inflation of just 2.4% in November, close to the ECB's 2 ...

With the bitcoin sell-off stalling and the cryptocurrency recovering back above $30K, plus a look at what you’re really paying for with Ethereum’s gas fees, CoinDesk’s "Markets Daily" is back with the latest news roundup. This episode is sponsored by Kava and BCB Group. Today's ...  Show more

· The inflation genie is impossible to put back in the bottle.· CPI and PPI are lagging for a number of reasons.· Beaten down stocks of 2022 enjoyed a short-lived dead cat bounce in 2023.· Consumer spending in January surged after a record decline in tax revenue.· The PCE is the ...  Show more