Get all your news in one place.

100’s of premium titles.
One app.

Get all your news in one place.

100’s of premium titles. One news app.

The Latest Breaking News from Portfolio Armor

Blood Bath & Beyond: Trading the Ryan Cohen carnage in BBBY: A rough week for the apes.

A Rough Week For The Apes

Fading The Rip Higher: A Hedged Bet Against Technology Stocks After Tuesday's Bounce

Fading The Rip Higher: A Hedged Bet Against Technology Stocks After Tuesday's Bounce

Not Buying The Bounce Stocks ripped higher Tuesday, despite all the familiar macro headwinds remaining in place: record inflation, rising interest rates, pending profit downgrades, the ongoing Ukraine War, plus added tensions with China.

Surviving The Worst First Half For Stocks In Sixty Years: How The Hedged Portfolio Method Performed.

Surviving The Worst First Half For Stocks In Sixty Years: How The Hedged Portfolio Method Performed.

An Awful First Half For Stocks The first half of 2022 featured a perfect storm of headwinds for stocks: by January, inflation was at a 40-year high.

From analysis to the latest developments in health,
read the most diverse news in one place.

inkl

Financial Napalm: The Fed Needed Stocks To Fall. Credit Suisse Strategist Zoltan Pozsar Warned Us Last Month. How Our Response Has Worked Out

Zoltan Pozsar Warned Us In a post about a month ago (The Fed Isn't Your Friend), we wrote about Zoltan Pozsar's warning that the Fed's helicopters were going to be dropping "financial" napalm on the stock market.

Buying When There's Blood In The Streets: The Pros And Cons. Three Examples From The Ukraine War.

Buying When There's Blood In The Streets

U.S. Sanctions On Russia Backfire, As We Predicted. How Our Investments Based On That Prediction Are Doing.

Our Predictions About Sanctions On Russia Back in March, we pointed out that Western sanctions on Russia were likely to backfire against the West.

As American Natural Gas Prices Start To Converge With Europe's, A Hedged Bet On Them Going Even Higher.

Zoltan Poszar's Predicted Commodities Disruptions

inkl

Read news from The Economist, FT, and more,
with one subscription

That '70s Show: Wall Street's Most Accurate Analyst Sees A '70s-Style Oil Spike And Tech Wreck. How We're Positioned For It

That '70s Show: Wall Street's Most Accurate Analyst Sees A '70s-Style Oil Spike And Tech Wreck. How We're Positioned For It

The 1970s Bear Market Analog On Saturday, ZeroHedge reported that Wall Street's most accurate analyst, Bank of America's chief investment strategist Michael Hartnett, sees a strong parallel between our current market environment and the bear market that occurred during the 1970s:

Zoltan Poszar On Bretton Woods III: The Credit Suisse Wonderkind Talks About The New World Evolving In The Wake Of Russia's Invasion Of Ukraine

Zoltan Poszar On Bretton Woods III: The Credit Suisse Wonderkind Talks About The New World Evolving In The Wake Of Russia's Invasion Of Ukraine

Alexander Bobrov/Pexels

Locking In Cleveland-Cliffs Gains: The Steelmaker Has Been A Top Name Of Ours, But Its Recent Parabolic Move Means Caution Is Warranted.

Locking In Cleveland-Cliffs Gains: The Steelmaker Has Been A Top Name Of Ours, But Its Recent Parabolic Move Means Caution Is Warranted.

Cleveland-Cliffs Goes Parabolic

Severe Sanctions On Russia: The EU Imposes Nuclear-Level Sanctions On Russia, Ratcheting Up Economic Risks; Beaten-Down Russian Stocks Get Beaten Down More

Severe Sanctions On Russia: The EU Imposes Nuclear-Level Sanctions On Russia, Ratcheting Up Economic Risks; Beaten-Down Russian Stocks Get Beaten Down More

Matti/Pexels Sanctions On Russia Go To Eleven In our previous post (Russia's Invasion of Ukraine: Risks and Opportunities), we wrote that one reason U.S. markets bounced after Russia's invasion of Ukraine was that

1

People

Michael Hartnett

From analysis to the latest developments in health,
read the most diverse news in one place.

inkl

Organisations

US Federal Reserve

Bank of England

Bank of America

ClevelandCliffs

Portfolio Armor

inkl

Read news from The Economist, FT, and more,
with one subscription

Topics

Places

234,909 stories

Fourteen days free

Download the app

One app. One membership.
100+ trusted global sources.

Download on the AppStore

Get it on Google Play