This episode covers the YTD performance of the BVA Value Momentum Portfolio Strategy as of 12/31/2020. It also discusses global market performance across asset classes as well as US Sector Valuations....
This episode discusses global stock market, commodity, bond and currency returns for the week ending July 31st 2020, as well as for year-to-date 2020. It also reports on current relavent economic data...
In this episode I will be discussing my BVA Value Momentum Portfolio Strategy Year-to-Date performance as of January 31, 2020, as well as general market commentary
...
This special report will discuss the People's Bank of China's announcement today that it will inject $174 billion of liquidity into reverse repo agreements on Monday
...
In this episode I will be discussing the troubling significant rise in the VIX this past week as well as the troubling and significant drop in the Baltic Dry Index.
...