Thinks

Where Wall Street Thinks The Biggest Bubble Is

We are officially in bubble territory. Earlier today, coinciding with the release of the latest Bank of America Fund Manager Survey, Deutsche Bank also published its latest monthly survey (Jan 13-15) polling 627 market professionals, and which found that just a paltry 12% of respondents saw no bubbles in financial markets. So with almost 9…

Bitcoin At $650,000? One Stunning Chart, And Why JPMorgan Thinks Nothing Can Stop It Now

In what is JPMorgan’s last Flows and Liquidity report for the year, quant Nikolaos Panigirtzoglou writes that with the year coming to a close, it is useful to look at how the investment landscape changed during 2020, or said otherwise, “how have different asset classes and types of investors fared in terms of overall growth…

Goldman Now Thinks Virus Aid Will Pass This Week, But Will Be Last “Substantial” Package Unless Dems Win Georgia

Having flip-flopped once already, back in September capitulating on expectations for a fiscal stimulus this year (which earlier this year was the basis for the bank’s bullish outlook), Goldman has just flip-flopped again in its views on a covid stimulus deal, and moments ago Goldman’s chief political economist Alec Phillips just sent out a note…

What Wall Street Thinks Are The Biggest Risks For 2021

While the most interesting part of the monthly Bank of America Fund Manager Survey is the question what Wall Street’s professionals think is the biggest “tail risk”, there is a certain sense of predetermination to a survey that everyone on Wall Street reads, is well aware of, and is tempted to perpetuate. In any case,…

“Gen Y Is Out, Gen Z Is In”: Why One Bank Thinks Gen Z “Are The New Global Influencers”

It seems like only yesterday that Wall Street was writing massive research reports how the Millennials were going to “make a difference” in the world as a result of their “pent up” purchasing power which was just waiting to be unleashed. Unfortunately, in retrospect the Millennials were a huge disappointment, having made absolutely no “difference”…

Here’s What Wall Street’s Most Accurate Analyst Thinks Will Happen Next

Over the past year, Morgan Stanley’s Michael Wilson has done something virtually none of his colleague have been able to do: he called market moves correctly before they happened and also timed the market’s inflection points with uncanny precision: turning bullish at the depths of the March crisis, when most of his peers were apocalyptic,…

Meet The Man Who Thinks Robots Are The Only Way To Make American Manufacturing Great Again

Bringing manufacturing back to the U.S. has been a hotbutton issue on the campaign trail this year. Despite the fact that President Trump ran on the idea back in 2016 and has been repatriating manufacturing (or at least trying to) for the better part of his entire term, Joe Biden is now also┬átrying to campaign…