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Vident Financial

Recent Posts

EM Capitulation Was a Foreseeable Investor Error

Posted by Vident Financial on 3/5/21 10:45 AM

Last year we wrote a lot about the history of Emerging Market (EM) overperformance. That historically it tends to overperform developed markets; that it does not always overperform; the conditions under which it does overperform.

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Topics: Global Economics, Market Drivers, developed markets, emerging markets, Economics

Oil Rises

Posted by Vident Financial on 3/3/21 10:30 AM

Remember early last year when oil prices 'went negative'?

Well, despite scary headlines, the actual prices themselves didn't go negative, but there certainly was a major drop in the value of oil. Markets often get the direction of the economy right, but they also can go too far.

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Topics: Market Drivers, Economics, Commodities

Copper Shines

Posted by Vident Financial on 3/1/21 10:30 AM

We've been looking at various surveys and market valuation-based statistics that have a track record of being able to generally get the direction of the U.S. economy right. Now we're going to take a look at a few indicators that get the direction of the global economy right. Toward the top of our list is copper prices.

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Topics: Market Drivers, Economics, Commodities

No, Mr. Bond Does Not Expect Us to Die

Posted by Vident Financial on 2/26/21 10:15 AM

Forgive the levity of the title, but the sad passing of Sean Connery does call for a bit of a break from formality.

The villainous Goldfinger in the eponymous film captures Bond, straps him to a table, and points a laser at him. "You expect me to talk?" asks Bond. "No, I expect you to die," replies Goldfinger.

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Topics: Market Resiliency, Economics, Bonds

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