. . . on that day all the fountains of the great deep were broken up, and the windows of heaven were opened. And the rain was on the earth forty days and forty nights… All flesh that moved on the earth perished, birds and cattle and beasts and every swarming thing that swarms upon…

If you’ve been paying attention then you know that this is par for the course.

Barclays: For some time, we have believed that Amazon margins would grow slower than bullish expectations and had been concerned with a deceleration in revenue. Clearly, we have been too pessimistic on the near-term leverage in model as margins are expanding much faster than we thought. Just as impressive, the rebound in revenue growth outside the US and the…

The State of New Jersey is paying some $600 million in annual fees to hedge funds and private equity firms to have large portions of their pension system’s funds managed. The rationale behind pushing into hedge funds in 2010 was that traditional portfolio strategies weren’t going to work anymore and hedge funds would add several percentage…

The bearish case for spot gold prices here, according to Morgan Stanley, involves a worsening demand picture from China coinciding with a rise in rates here in the US. MS sees more than 20% potential downside from here ($1100 per ounce) should this scenario play out… Scenarios: Likely vs. Worst-case 1. likely case scenario for…

At the request of so many investment advisors, my friends at Riskalyze share the big trends in the assets going into and coming out of advisor portfolios every week. The underlying data is aggregated from hundreds of thousands of client accounts across the $44 billion and counting that advisors manage on the Riskalyze platform*. I…

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Jeff Gundlach thinks junk bonds could be the next big blowup. Carl Icahn agrees. Others are pointing to the burst in non-traditional bond fund inflows and the proliferation of exchange traded products that traffic in some of the less liquid and more esoteric fixed income asset classes – like bank loans and such. I agree….