Tony Greer on the case for S&P 500 3,000 and beyond
Sometimes Real Vision gets a reputation for being bearish. In fact, is it is really some of the guests that bring the bearish perspective. Yesterday, in Real Vision's Daily Briefing we heard a short-term bullish perspective from Tony Greer. It is worth a listen to get his take on what is driving markets. We have Tony's interview for free for all users and a lot more today on INK Ultra Money.
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1. Real Vision Daily Briefing - May 5, 2020 (free)
Real Vision's Ash Bennington and Tony Greer, editor of Morning Navigator, discuss recent market action. Bennington and Greer discuss price action in the S&P 500, whipsawing oil markets, and the reopening of the US economy. Real Vision's Peter Cooper discusses shifts in consumer spending over the last few weeks, J. Crew filing for Chapter 11 bankruptcy protection, and Hertz being granted emergency forbearance to avoid bankruptcy.
Fighting the tape means fighting the Fed
2. D-economy power - INK Research (free)
As we wait to see if a D or G-economy emerges from the pandemic, today we look Utilities firm Maxim Power (MXG) which could do well under a deflationary scenario. We have made the video summary along with the full report available on INK Ultra Money Free. However, due to network congestion delays, it may not show up as a free until later Wednesday.
M2 is on time and budget so far
3. Leveling the playing field with decentralized finance
Mona El Isa, CEO and founder of Avantgarde Finance Ltd., explains how her experience starting her own hedge fund led her to building decentralized investment vehicles on the ethereum blockchain. She argues that decentralized finance (DeFi) will lower barriers to entry for those looking to get into the hedge fund space and also that DeFi investments can be viewed as an entirely new form of diversification - one that provides a hedge for investments living in the traditional centralized system. Filmed on April 29, 2020.
4.Trading through turbulence: Portfolio management in uncertain Times - Real Vision
If you can't sit on billions in cash like Warren Buffet or Sam Zell, what the hell should you do with your portfolio during all this uncertainty? Louis Llanes, CFA, CMT, founder of Wealthnet Investments, is here to help answer that question with a look at how he's been managing these markets. He explains his current perspective on aspects of risk management like position sizing and exiting active positions. He also provides a few examples of the types of companies and assets investors should be focusing on. Filmed on May 5, 2020.