Finding tomorrow’s big winners: 10 quality software companies

In the short term the outlook for stocks (and pretty much everything else) depends on the evolution of COVID, and how governments, households and businesses respond to it. These are big unknowns. Activity is down since the beginning of the year and un…

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Federal Reserve Holdings and the U.S. Stock Market [PREMIUM]

Using quarterly data in their April 2013 preliminary paper entitled “Analyzing Federal Reserve Asset Purchases: From Whom Does the Fed Buy?” Seth Carpenter, Selva Demiralp, Jane Ihrig and Elizabeth Klee find that some categories of investor…

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Small Cap Value Report (Mon 11 May 2020) – Covid/Macro, ELCO, CER, DTY

Good morning, it’s Paul here. I’m writing this first bit on Sunday evening, so that you have something to start reading first thing tomorrow, which I know a lot of subscribers like. Estimated timings – 13:00 official finish time should be achievable t…

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