Page 40 - Peter Tchir News Today

Investors have shifted from betting on reflation to fretting about stagflation, or at least a combination of higher inflation and lower economic growth that puts central banks in an awkward spot.

Yields will likely be higher over the next year, but for now, we can add back some duration to our portfolio by buying long-dated Treasuries or corporate bonds. Here's my advice....TLT

It is incredibly difficult to extrapolate anything from third-quarter earnings.

Business is booming and consumers are demanding goods. But supply chain problems and higher energy prices could make this a difficult reporting quarter.

Here's why the bounce on lawmakers' bargaining was silly and what real risks remain....ARKK

Having a debt ceiling is foolish, it only ever matters to the party currently out of power and never really does what it was intended to... curb federal spending....JPM

With global energy woes, China real estate troubles and Washington's potential for disappointment, I'm moving toward some old income favorites....AMPL

By Simon Constable Wall Street professionals often refer to global macro, but few outside of the finance world have any idea what it means or why it matters to investors. Global macro...

The stocks dropped as Bitcoin, the largest digital currency, fell on negative comments from Bank of Japan Gov. Haruhiko Kuroda.

Crypto and Stocks: Should Investors Be Worried About Linkage? The use case for crypto has dropped dramatically in the past week. Stocks quotes in this article: COIN, TSLA, ARKK I wrote last week on Real Money Pro that I didnt like cryptocurrencies at those levelsThe fact that bitcoin crashed to $30k, a level I (and almost everyone else) found interesting and rebounded from there, hasnt changed my mindI think the "use" c...