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Long Vol: It s Always Different

Long Vol: It s Always Different
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Mike Philbrick s Top Picks: March 15, 2021

Mike Philbrick s Top Picks: March 15, 2021 BNN Bloomberg VIDEO SIGN OUT FOCUS: Exchange-traded funds MARKET OUTLOOK: In the early days of March, global bonds have continued to suffer intense selling pressure. While CPI s have yet to confirm the resurgence of inflation, investors are increasingly uneasy in the face of mounting signs of cost-push, and expectations of imminent demand-pull dynamics. The rise in grain and energy prices is a worrying development and imposes major downstream effects to global living costs. While the former impacts livestock and biofuels, the latter cascades into transportation and logistics, the backbone of our modern economy. The new U.S. government has ordered a review of critical supply chains focused on semiconductors, batteries, pharmaceuticals and all key underlying minerals and ingredients following recent disruptions particularly affecting the technology sector. The move sparked criticism from China – which controls approximately

Bull and bubble: Frenzied retail trading, outrageous valuations, easy money drive market madness

Bull and bubble: Frenzied retail trading, outrageous valuations, easy money drive market madness
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Coming of age ETFs that are expected to beat the odds of closing

Coming of age ETFs that are expected to beat the odds of closing
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