5 min read

You Never Know Who's Swimming Naked Until The Tide Goes Out

By: Altegris Research (Curators) on 11/11/22 2:00 PM

Weekly Round-Up
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Weekly Round-Up: Issue 111122

 
INFLATION

Inflation: How Have Prices Changes Since 2020 | Chartr

 

 

Crypto

FTX Is Still Looking for Money | Bloomberg

 

 

60/40 Dilemma

Bonds and Fixed Income: Where's the Hedge? | CFA

 

 

endowment model

University endowments are at a crossroads | Pitchbook

 

 

MARKET MAP

Guide to the Markets: Nov. 8, 2022 | JPM

 

 
TURNING POINT

New Market Regime Favours Alternatives | UBP

 

 

ROOM ON THE DOWNSIDE

How Conditions Today Compare to Past Equity Market Bottoms | Bridgewater

 

 

Data centers

Global Data Centers: The Resilience of Digitalization | PGIM

 

 

housing

Redfin is shutting down its home-flipping business and laying off 13% of staff | Yahoo/Business Insider

 
 

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