The Weekly Freesource

Here are the 15 best investing and trading resources we found this week. Just click the links and enjoy!

1. You Better Be Careful And Keep Your Eyes Open by Jesse Felder.

2. What’s Normalized? by Eric Cinnamond.

3. Macro and Credit - Klondike by Martin T.

4. Globally Synchronized (Bond Yields) by Jeffrey P. Snider

5. Does the US Need A Rate Cut? No. by Daniel Lacalle.

6. Central Bank Scorecard by MI2.

7. Fiscal Money Can Make Or Break The Euro by Yanis Varoufakis.

8. It All Makes Sense If You Look At It Right: Full Week Ahead Preview by TheRealHeisenberg.

9. A Tumultuous First Half of 2019 Is Drawing To A Climax by Greg McKenna.

10. The Case Of The Missing Inflation: The Changing Demographic Picture by Louis-Vincent Gave.

11. Information Asymmetry and Strategic Early Bidding In Peer-To-Peer Lending by Tat Y. Chan, Kai Lu, and Zaiyan Wei.

12. Rate Cut On The Way by Tim Duy.

13. High Grade Bond Summation Index by Tom McClellan.

14. Insider Weekends: Brother-Sister Duo Purchase Shares of First Citizens BancShares by Asif Suria.

15. Expansions Don’t Die of Old Age by Anatole Kaletsky.

The Weekly Freesource

Here are the 15 best investing and trading resources we found this week. Just click the links and enjoy!

1. This Time It’s Different by Howard Marks.

2. Running Out of Workers? by Dr. Ed Yardeni.

3. Macro and Credit - The Numbers Game by Martin T.

4. Bubble 3.0: A Blast From A Bubble Past by David Hay.

5. Trends and Applications of Machine Learning in Quantitative Finance by Sophie Emerson, Ruairi Kennedy, Luke O’Shea, and John O’Brien.

6. Stage Set For A Dovish Shift by Tim Duy.

7. Insider Weekends: Randal Kirk Buys Intrexon At Much Higher Prices by Asif Suria.

8. From Washington To Sinatra To Tokyo, Central Banks On The Hot Seat: Full Week Ahead Preview by TheRealHeisenberg.

9. The Fed Dominates the Landscape This Week With Markets Are Important Levels by Greg McKenna.

10. Interest Rates Re-Examined by MI2.

11. The Growing Risk Of A 2020 Recession and Crisis by Nouriel Roubini.

12. Commodities and The Future Of China’s Stall by Jeffrey P. Snider.

13. When Underperformance Reaches An Extreme by Tom McClellan.

14. Opioids or Price Gouging - Mallinckrodt Spinoff From Sonorant Will Give You Your Choice Later This Year by Inelegant Investor.

15. U.S. Dollar at A Key Inflection Point by Patrick Dunuwila.

The Weekly Freesource

Here are the 15 best investing and trading resources we found this week. Just click the links and enjoy!

1. Insider Weekends: Luxury Brands On The Cheap by Asif Suria.

2. Mexican Tariff Backdown To Drive Risk Recovery by Greg McKenna.

3. Just Don’t Call It A Weak Dollar Policy by TheRealHeisenberg.

4. Fed Prepared To Adjust Policy As Needed by Tim Duy.

5. Why Antitrust Threats Should Worry Wall Street by Michael Johnston.

6. High Yield Bonds Back To Bullish Mode by Tom McClellan.

7. Unconstrained Negative Interest Rates by MI2.

8. Gold In The Age of Eroding Trust by Ronald-Peter Stoeferle and Mark J. Valek.

9. The Truth About Trading Daily Timeframe Nobody Tells You by Rayner Teo.

10. Vulnerable Windows And Swinging Trap Doors by John P. Hussman, Ph.D.

11. The US Economy’s Dirty Secret by Todd G. Buchholz.

12. Relative Strength Is The Flavor In Financials by Dan Gorghuber.

13. Much More Than A Trade War by Daniel Lacalle.

14. The Rate Cuts Have Already Started by Jeffrey P. Snider.

15. Fleetcor - Citron Exposes One Of The Largest Clean Energy Frauds In US History by Citron Research.

The Weekly Freesource

Here are the 15 best investing and trading resources we found this week. Just click the links and enjoy!

1. Macro and Credit - The Lady, or the Tiger? by Martin T.

2. As Europe Keeps Falling, The Implications for Europe and Everyone Else by Jeffrey P. Snider.

3. Insider Weekends: Cluster of Purchases by Insiders of Coty by Asif Suria.

4. 3 Currency Pairs Equity Investors Need to Know by Nick Marino.

5. It’s All Political These Days: Full Week Ahead Preview by TheRealHeisenberg.

6. Digging In, the US and China Are On the Brink by Greg McKenna.

7. Data Still Favors Rate Cut by Tim Duy.

8. Deja Vu: SBOI and Flipping by MI2.

9. Bubble 3.0: The Intersection of Bubble and Bubble by David Hay.

10. This Time Is Different, But It Will End the Same Way: Unrecognized Secular Changes in the Bond Market Since the 2008 Crisis That May Precipitate the Next Crisis by Daniel Zwirn, Jim Kyung-Soo Liew, and Ahmad Ajakh.

11. On the Fickle Correlation Between Stocks and Oil Prices by Tom McClellan.

12. Earnings Recession Ahead? by Daniel Lacalle.

13. A Greek Canary in a Global Goldmine by Yanis Varoufakis.

14. Trump’s Trade War Is Good for These Three Stocks by Robert Ross.

15. Palladium: Is the Bottom In? featuring Tom Bruni by Real Vision.

The Weekly Freesource

Here are the 15 best investing and trading resources we found this week. Just click the links and enjoy!

1. Time to Sell in May and Go Away? by Patrick Dunuwila.

2. Why a 60-65% Market Loss Would Be Run-Of-The-Mill by John P. Hussman, Ph.D.

3. Trading ‘Transitory’, Doves Down Under & Fightin’ Words: Full Week Ahead Preview by TheRealHeisenberg.

4. Skew Offers Great Opportunity by Kevin Muir.

5. Income Stagnation Is a Progressive Myth by Dr. Ed Yardeni.

6. Amedisys - The Most Vulnerable Name in Healthcare. What Gets Them First Medicare Advantage or the Department of Justice? by Citron Research.

7. The Threat of Intervention by Vyacheslav Fos and Charles M. Kahn.

8. Technical Resolution by Trey Reik.

9. The Fed and Evolving QT by MI2.

10. The Essential Guide to Chart Patterns by Rayner Teo.

11. Chasing Unicorns: IPOs to Watch in 2019 by Michael Johnston.

12. Data, Fed Updates by Tim Duy.

13. Turbocharging India’s Digital Economy by Alok Kshirsagar and Anu Madgavkar.

14. Japan Market Views by Shannon McConaghy.

15. A New VIX Indicator (That’s Really Not All That New) by Tom McClellan.

The Weekly Freesource

Here are the 15 best investing and trading resources we found this week. Just click the links and enjoy!

1. US Dollar Breaks Out, US Economic Strength, the Fed, Oil, and EM by Greg McKenna.

2. One Group Will Be Spectacularly Wrong by Kevin Muir.

3. The ‘Dollar Liquidity Shortage’ Story Is Back by TheRealHeisenberg.

4. Complicated Housing & Fed Preparation by MI2.

5. Likes/Dislikes by David Hay.

6. Panicked by the Yield Curve Inversion? Time to Load Up on This Sector by Robert Ross.

7. Lofty RASI Says Uptrend Is Not Done Yet by Tom McClellan.

8. S&P 500 Run, Forrest, Run! by Dr. Ed Yardeni.

9. Some Thoughts On New Policy Strategies by Tim Duy.

10. Macro and Credit - From Dysphoria to Euphoria and Back by Martin T.

11. Europe Needs a Global Strategy by Joschka Fischer.

12. Dollar Perking Up by Ian McMillan.

13. GDP: Deja Vu by Jeffrey P. Snider.

14. Is it Springtime in Housing? by R. Christopher Whalen.

15. How I Learned to Love the Debt by John Mauldin.

The Weekly Freesource

Here are the 15 best investing and trading resources we found this week. Just click the links and enjoy!

1. Paper Tiger by Trey Reik.

2. Quantitative Tightening & Auto Sales by MI2.

3. Strategic Trading As a Response to Short Sellers by Marco Di Maggio, Francesco A. Franzoni, Massimo Massa, and Roberto Tubaldi.

4. You Are Here by John P. Hussman, Ph.D.

5. The Yield Curve Flattens: It Might Be Different This Time by Ed Yardeni and Melissa Tagg.

6. Bubble 3.0: Can An Acronym Save The World? (Part II) by David Hay.

7. On Stocks, Rusted On Bears, Bonds, And Forex by Greg McKenna.

8. Why All The Pessimism? by Ian McMillan.

9. 2-Year Yield and Fed Funds Finally in Balance by Tom McClellan.

10. The Brexit Impossibility Triangle by Emily Jones and Calum Miller.

11. Reflexivity Here in The Yield Curve & Everywhere by Seth Levine.

12. Japanified World Ahead by John Mauldin.

13. Data Dependent: Full Week Ahead Preview by TheRealHeisenberg.

14. The Long Running Circus of Uncertainty Circles Back by Jeffrey P. Snider.

15. Investing in Blank Checks featuring John Jannarone by Real Vision.

The Weekly Freesource

Here are the 15 best investing and trading resources we found this week. Just click the links and enjoy!

1. Growing the Pie by Howard Marks.

2. The Changing Nature of Market Liquidity - Understanding Banks’ Corporate Bond Inventory by Richard Woolnough.

3. Bubble 3.0: Can An Acronym Save The World? by David Hay.

4. Macro and Credit - Easy Come, Easy Go by Martin T.

5. The 200 Day Moving Average Strategy Guide by Rayner Teo.

6. Gold ‘In A Renaissance’ After Fed Makes Rate Policy U-Turn by Ronald Stoferle.

7. VIX Futures Open Interest by Tom McClellan.

8. Manufacturing Changes by MI2.

9. Monthly Macro Chart Review: April 2019 by Joseph Y. Calhoun.

10. Capitalism Gone Wild by John Mauldin.

11. The EU’s China Conundrum by Philippe Legrain.

12. Seeking Strength In Safe Haven Staples by Steve Strazza.

13. This Most Hated Risk Rally Continues As President Trump Calls For QE by Greg McKenna.

14. Of Dollar ‘Smiles’, Correlation Breakdowns And Other FX Notables by TheRealHeisenberg.

15. ‘Bond Trading’ Exodus, The Global Economy’s Q4 Landmine by Jeffrey P. Snider.

The Weekly Freesource

Here are the 15 best investing and trading resources we found this week. Just click the links and enjoy!

1. Freaking Out Over Inverted Yield Curve by Dr. Ed Yardeni.

2. Despite Brexit, Sterling Credit Holds Up With A Surprise Front Runner by Oliver Carter.

3. ‘The Frogs Were Boiled’, So What’s Next? by TheRealHeisenberg.

4. The Real End of The Bond Market by Jeffrey P. Snider.

5. What to Make of The Yield Curve by Patrick Dunuwila.

6. Bond Rally and Data Flow Spook Traders and Investors by Greg McKenna.

7. The S&P 500: Things Don’t Look Quite Right featuring Michael Gayed by Real Vision.

8. The Keys of Predictability: A Comprehensive Study by Giovanni Barone-Adesi, Antonietta Mira, and Matteo M. Pisati.

9. Stick The Landing by Eric Cinnamond.

10. A Rare Divergence: Economic Date Vs. Financial Markets - Where Do We Go Next? by Jeff Dicks.

11. How Lumber Lost Its Mojo as Economic Indicator by Tom McClellan.

12. A Tale of Two Inflations by MI2.

13. No Free Lunch, Part 2 by John Mauldin.

14. Understanding the Fed’s Dovish Turn by Nouriel Roubini.

15. Macro and Credit - Inflationism by Martin T.

The Weekly Freesource

Here are the 15 best investing and trading resources we found this week. Just click the links and enjoy!

1. Bullish on Bonds featuring Chad Morganlander by Real Vision.

2. Tranched Value Securities by Nikolay Zvezdin.

3. Dollars, Doves and Dictators: Full Week Ahead Preview by TheRealHeisenberg.

4. Has Monetary Easing Really Run Its Course? by Koichi Hamada.

5. Don’t Dismiss The Dire Message From ‘The Index Of The Volume Of Speculation’ by Jesse Felder.

6. The Hibernating Phillips Curve by MI2 Partners.

7. It’s Anchors Aweigh For Old Navy As Struggling Gap Plans To Toss It Overboard by Inelegant Investor.

8. What Does It Mean If The Fed Might (Have To) Be Ready To Move Past IOER? by Jeffrey P. Snider.

9. The Fed Is Playing a Dangerous Game by John Mauldin.

10. A Future for Value Investing by Louis-Vincent Gave.

11. Trump: The First MMT President by Kevin Muir.

12. Adrian Day - The Fed Blinked - Expect Easier Monetary Policy by Remy Blaire.

13. Diverging Fortunes of Inflation Expectations In The U.S. and Europe by Wolfgang Bauer.

14. Back to Fundamentals by Daniel Lacalle.

15. Eurozone Deflation Risk Remains by Variant Perception.

The Weekly Freesource

Here are the 15 best investing and trading resources we found this week. Just click the links and enjoy!

1. Research Roundup: Inflation & The Fed by MI2 Partners.

2. If This Isn’t Stock Manipulation, I Don’t Know What Is by Jesse Felder.

3. Rainbow Convergence: Some Charting Magic by Tom McClellan.

4. The Corporate Debt Bubble Is Strikingly Similar to The Subprime Mortgage Bubble by Robert Ross.

5. The NO BS Guide to Technical Analysis by Rayner Teo.

6. Bonds: Doing the Unexpected by Dr. Ed Yardeni.

7. Other People’s Money by Mikael Syding.

8. Semiconductors, KOSPI Index and Suppressed Volatility by Russell Clark.

9. Capitalism Without Competition by John Mauldin.

10. Global Factor Premiums by Guido Baltussen, Laurens Swinkels, and Pim Van Vliet.

11. Using Comparative Inventory to Bet Against the Oil Market by Art Berman.

12. A Mixed Economic Bag in 2019 by Nouriel Roubini.

13. LIBOR Was Expected To Drop. It Dropped. What Might This Mean? by Jeffrey P. Snider.

14. Bears Resurface As Recession Fears Linger, Dollar Puzzle Emerges by TheRealHeisenberg.

15. Bull Market Complacency Is Back by Doug Kass.

The Weekly Freesource

Here are the 15 best investing and trading resources we found this week. Just click the links and enjoy!

1. Cause and Effect by MI2 Partners.

2. Everything You Wanted to Know About MMT (But Were Afraid to Ask) by Kevin Muir.

3. Corporate Spinoff Monthly Roundup - January 2019 by Spin Doctor.

4. State Of The Union: The Art Of No Deal by Remy Blaire.

5. Political Reality Meets Economic Reality by Howard Marks.

6. Quarterly Webinar EVA with David Hay.

7. What Should We Then Expect (From Investing)? by John Mauldin.

8. As Goes January…? Really? by Tom McClellan.

9. Stocks: Something for Worriers by Dr. Ed Yardeni.

10. December 2018 Commentary by DoubleLine Capital LP.

11. Turtles All The Way Down by John P. Hussman, Ph.D.

12. 2016 All Over Again? by Elena Moya.

13. Currency Returns in Different Time Zones by Zhengyang Jiang.

14. Macro and Credit - The Zeigarnik Effect by Macronomics.

15. Fear or Reflation Gold? by Jeffrey P. Snider.