- Central banks are inflating a bubble in tech stocks – FT Opinion
- When Does a Commodities Boom Turn Into a Supercycle? – Bloomberg
- New Zealand Has a Lesson for the Fed on House Prices and Inflation – Barron’s
- Chaotic Treasury Selloff Fueled by $50 Billion of Unwinding – Bloomberg
- BoE chief economist warns against complacency over inflation – FT
Month: February 2021
Thursday’s links
- US Treasury yields spike as global bond sell-off accelerates – FT
- The Economic Reopening Trade Is Changing Everything in Markets – Bloomberg
- Inflation Is Uncontainable But Not Inevitable – Bloomberg Opinion
- Market Hits Rate Pain Threshold Goldman Sachs Warned About – Bloomberg Markets
Tuesday’s links
- Helicopter Cash Listed as Tool to Consider by Riksbank Official – Bloomberg Economics
- When is stimulus too much for markets? – FT El Erian
Wednesday’s links
Monday’s links
Sunday’s links
Thursday’s links
Update: 9-Feb-2021
Anson Funds recognized in this Bloomberg story today: Hedge Fund Anson Goes Big on Retail Trades, Outperforming Peers.
Excerpt:
Anson Funds, which returned more than double the S&P 500 in 2020, recommends skipping the fundamentals and focusing on sentiment as retail traders take an outsized role in the market. That is what pushed Anson to trade on themes and stocks popular with individual investors last year, including positions in Apollo Healthcare Corp., Genius Brands International Inc. and Hertz Global Holdings Inc.
Those investments helped drive Anson to a 44% gain last year, bringing its total assets under management to C$1.2 billion ($944 million). By comparison, the S&P 500 returned 18% while peers in the Scotiabank Canadian Hedge Fund Index, which tracks funds that manage at least C$15 million, added 6.2%.
“People have to understand stocks don’t really move on fundamentals in the short term, rather they move on the sentiment. A whole new class of investors has emerged, empowered by new technology platforms such as Robinhood and becoming significant drivers of the excitement in the market.”
Anson Funds CIO and Co-Founder Moez Kassam