Altegris Insights | Gallery

Paul Tudor Jones: Economic Recovery, Social Justice & Digital Currencies

Written by Altegris Research (Curators) | 12/4/20 9:49 PM

Weekly Round-Up: Issue 120420

 

 

Legendary trader and investor Paul Tudor Jones covers a multitude of topics in this Yahoo! Finance interview, economic recovery, social justice, and digital currencies

Interview with Paul Tudor Jones | Yahoo! Finance

 

 
JP Morgan provides a consolidated and in depth report of data across the world of Alternatives. Additionally, the report highlights several themes such as real estate delinquencies and infrastructure assets as sources of income diversification

Q4 Guide to Alternatives (As of Nov 30, 2020) | JP Morgan 

 

 
As if we needed any more signs of "extremism" in capital markets, there’s this:

“Leveraged and inverse ETFs have raked in $16.3 billion through the first 10 months of the year, on pace to top 2008’s record haul of $16.7 billion, according to Morningstar”

Investors Pile Into Risky ETFs During Wild Market Rally | WSJ

 

 
Yardeni Research suggests Q3 S&P 500 earnings will decline less than previously expected on a YoY basis

S&P 500 Earnings Forecast | Yardeni Research

 

 
Asset Management Firms are entering the ETF business at record pace

Crashing a $5.2 Trillion Party: Debut ETF Issuers Hit Record | Bloomberg

 

 
Corporate actions remain alive and well in the Alternatives world

Wall Street’s Hot Fads Converge With Dyal, Owl Rock Merger | Bloomberg

 

 
Sound considerations for a new season

Preparing for a new world | Mutual Fund Observer

 

 

Image Source: "TED2015_031815_1BH9828_1920" by TED Conference is licensed under CC BY-NC 2.0