Why Warren Buffett Is Sitting on Record Cash — and What That Says About the Market, by @leadlagreport open.substack.com/pub/leadla…
Rob Anton retweeted
If you’re looking for a non-partisan analysis of both parties fiscal platforms, here’s one from the economics team at ScotiaBank.
Rob Anton retweeted
This man knows the market.
He predicted:
1) Dot-com Bubble (2000)
2) Great Recession (2008)
3) The COVID Bubble (2021)
Howard Marks just went on Bloomberg and said "tariffs are changing everything."
Here is his latest warning: 🧵
Rob Anton retweeted
#biotech indicator extremes match or eclipse dire readings at prior lows.
1) % of Bios > 50 DMA sunk to single digits. Each 5 prior times readings achieved this threshold since the meltdown -66% low in May/June 2022, rallies of +13%, +29%, +10%, +25% & +20% ensued for the $IBB
2) % of Bios above their 200-DMA matched the extreme of said May/june major Low that held for 14 months
3) With a mind boggling 421 new 1-yr lows in Healthcare/Biotech, the % of Top 250 bios within 5% of a 1-yr Low at 60%, again equaled the crash low of May 2022. Can you imagine how much worse it is among the microcap bios? $XLV $XBI
Rob Anton retweeted
Physical gold BUYING has gone apocalyptic:
Gold inventories in the 3 largest COMEX gold vaults just surged by 15 MILLION ounces in 2 months.
That's a +115% increase, putting physical gold holdings ABOVE 2020 pandemic levels.
What is happening? Let us explain.
(a thread)
Rob Anton retweeted
why is trump starting a trade war with its closest ally canada?
i explain for @gzeromedia
Trump, the tariff-man, cometh | Quick Take
Interesting and a lot more paid to come to say the least.
Rob Anton retweeted
Robert Anton, President and Partner, Dave Scobie, COO and Partner, Larry Guy, Managing Director, Cheng Dang, EVP of Finance and Rich Goode, EVP, of @NextEdgeCapital, along with their team and representatives from Ridgewood Capital Asset Management, joined us to open the market and celebrate the listing of the 2028 Investment Grade Bond Trust (TSX: $IGBT).
The 2028 Investment Grade Bond Trust is a closed-end fund that is invested primarily in corporate debt securities of Canadian companies.
Rob Anton retweeted
📈EVERY Major "2024 Outlook" from the World's Top Banks, Asset Managers, Private Equity & Consulting Firms
Credit and thank you to Anthony Cheung for posting on Linkedin.
Let's dive in!
BANKS (US):
J.P. Morgan shorturl.at/eltPT
J.P. Morgan Private Bank shorturl.at/eyzHK
Goldman Sachs shorturl.at/gqLX2
Goldman Sachs Asset Management shorturl.at/mCSW1
Morgan Stanley shorturl.at/jlmzA
Bank of America shorturl.at/iuxyF
Bank of America Private Bank shorturl.at/ajsv7
Citi shorturl.at/puW07
Wells Fargo t.ly/2bF1E
BNY Mellon t.ly/BCLLT
State Street t.ly/p47tE
Lazard t.ly/ZkkUm
T. Rowe Price. t.ly/e9b3d
TD Securities rb.gy/nnjx81
Charles Schwab rb.gy/lzcgh4
RBC Capital Markets rb.gy/0guz6u
Rob Anton retweeted
#Gold making all time highs in most currencies and the pos usd will be next. Meanwhile many precious metals stocks are near bottoms. Especially juniors. We are at the cusp of a 5-10 year mega move that will see #preciousmetals metals create generational wealth for early entrants
Rob Anton retweeted
Good Morning Everyone! I can’t believe I am saying this but the slump in 10-year and 30-year bonds is approaching the epic drops we saw in stocks during the 2008 financial crisis and the dot-com bubble bust:
📉 10-year bonds are down 46% (vs. 49% for dot-com stocks)
📉 30-year bonds are down 53% (vs. 57% for 2008 stocks)
Bonds are facing their own crisis now.
Rob Anton retweeted
View the latest monthly commentary, performance and portfolio statistics for the Veritas Next Edge Premium Yield Fund: nextedgecapital.com/funds/ve…
#AlternativeInvestments #NextEdgeCapital #Veritas
Rob Anton retweeted
View the latest monthly commentary, performance and portfolio statistics for the Next Edge Biotech and Life Sciences Opportunities Fund: nextedgecapital.com/funds/ne…
#AlternativeInvestments #NextEdgeCapital #Biotech #LifeSciences
Rob Anton retweeted
🚨Canadian banks under pressure.
BMO, TD and CIBC have negative amortization on a FIFTH of their mortgages.
Rates need to come down.
Or principal will keep rising in a down market.
Big problem.
Join us for a discussion on September 14 at 4:15 PM EDT. Featuring Matt Zabloski, sub-advisor to the Next Edge Strategic Metals and Commodities Fund, as the speaker.
Join us for a discussion on opportunities in the resource sector from a leading expert on September 14 at 4:15 PM EDT. Featuring Matt Zabloski, sub-advisor to the Next Edge Strategic Metals and Commodities Fund, as the speaker. Register now: us06web.zoom.us/webinar/regi…
#Alternatives




























