Jonathan Baird CFA – Medium

Jonathan Baird CFA

Retail Investors Versus Institutions: Who Will Win The Sentiment Battle?

One of the features of the unusual investment times in which we live is the consistent optimism of retail investors, despite the…

4h ago

Retail Investors Versus Institutions: Who Will Win The Sentiment Battle?

4h ago

A Perfect Storm For Investors: Rare Market Trends Redefining Safe Havens

1d ago

A Perfect Storm For Investors: Rare Market Trends Redefining Safe Havens

1d ago

Wall Street’s Bullish Veil Lifts: What Investors Need To Know Now

The bullish sentiment that drives equity markets higher is typically driven by the expectation (real or imagined) of earnings growth which…

1d ago

Wall Street’s Bullish Veil Lifts: What Investors Need To Know Now

1d ago

Global Trade Wars: How They’re Crushing U.S. Tourism And Creating Investment Opportunities

We expect the effects of the global trade war and fracturing of the Western Alliance to be widespread, with the accompanying chart…

2d ago

Global Trade Wars: How They’re Crushing U.S. Tourism And Creating Investment Opportunities

2d ago

Global Trust In U.S. Debt Is Shaking-What Investors Need To Know

Concerns about the level of federal debt issued by the United States is an ongoing topic of discussion (as it is for many countries), but…

3d ago

Global Trust In U.S. Debt Is Shaking-What Investors Need To Know

3d ago

Debt, Rates, and Risk: Are We Heading For The Next Financial Crisis?

The greatest potential catalyst for the next financial crisis, likely to dwarf previous events, is depicted in the accompanying chart…

4d ago

Debt, Rates, and Risk: Are We Heading For The Next Financial Crisis?

4d ago

The Hidden Signals In Market Extremes: Unlocking Superior Returns

The Hidden Signals In Market Extremes: Unlocking Superior Returns

5d ago

The Hidden Signals In Market Extremes: Unlocking Superior Returns

5d ago

Why U.S. Equities May Fall Further: A Closer Look at Investor Behavior and Capital Flows

On April 2, the spark of the first major trade war since the Great Depression ignited exactly the market reactions we forecasted. Our…

Apr 5

Why U.S. Equities May Fall Further: A Closer Look at Investor Behavior and Capital Flows

Apr 5

Could This Be the Key Indicator of Future Stock Market Performance?

A fascinating chart raises a compelling question: could household equity ownership serve as the single most reliable predictor of future…

Mar 27

Could This Be the Key Indicator of Future Stock Market Performance?

Mar 27

Historic Divergences and the End of U.S. Market Supremacy? Insights for 2025

Market extremes serve as critical signals for understanding the dynamics of economic and financial trends. In a world increasingly shaped…

Mar 22

Historic Divergences and the End of U.S. Market Supremacy? Insights for 2025

Mar 22

Jonathan Baird CFA

Jonathan Baird CFA

PUBLISHER OF THE GLOBAL INVESTMENT LETTER. AWARD-WINNING MONEY MANAGER. SPEAKER ON GEOPOLITICS AND MARKETS. www.globalinvestmentletter.com

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