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Wait for the Dust to Settle, Then Leverage into the China Pivot – Fat Tail Daily
China delivers a payday for resource investors, but will this story last? According to former geologist James Cooper, you should wait for the excitement to subside before building your long-term position. Read on to find out more. They say a comedian is only as good as their last joke. In that vein, a newsletter writer…
Employment Report Forecasts
by Calculated Risk on 10/28/2024 04:04:00 PM The October employment report will be released on Friday. The consensus is for 120,000 jobs added, and for the unemployment rate to be unchanged at 4.1%. Analysts are trying to estimate the distortion from Hurrican Milton. In September 2005, the initial BLS report showed a loss of 35…
AIF & PMS Conclave 2.0: Sunil Singhania on 4 ‘Ds’ that make India a better choice for equity investing
Veteran fund manager Sunil Singhania on Thursday said India offers a lot of opportunities for equity investing, backed by robust fundamentals. These fundamentals are being driven by 4 ‘Ds’, according to the Abakkus founder, which are amplified as Democracy, Demographics, Domestic Consumption and Digital leeway. Singhania said in the post-Covid era, the world was debating…
September 13th COVID Update: Wastewater Measure Still High
by Calculated Risk on 9/13/2024 07:23:00 PM Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. For deaths, I’m currently using 4 weeks ago for “now”, since the most recent three weeks will be revised significantly. Note: “Effective May 1, 2024, hospitals are no longer required to report COVID-19 hospital admissions, hospital…
2 Stocks to Create Lasting Family Wealth
Creating a lasting family wealth that you can pass to generations requires careful planning and review. Very few businesses last 100 years. Adapting to changing economic and business cycles and updating business trends requires a stable management and a forward-thinking approach. Businesses have to adapt to change, sometimes even change their core business if the…


