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Monday, December 5, 2022

The Dot-Com Bubble Might Be Repeating Itself... With Different Players

By Joel Litman

Editor's note: Here at Empire Financial Research, Whitney has been bullish on some of the biggest tech stocks that have taken a beating in 2022. But we still listen to what smart folks on the other side of the argument are saying... As such, today in Empire Financial Daily, our friend and colleague Joel Litman […]

Monday, December 5, 2022

Inflation continues to trend downward; The only Sam Bankman-Fried interview you should believe; More possible bad news for Bankman-Fried; Day trip to Toronto; The best way to get to Newark Airport from NYC

By Whitney Tilson

1) A week from tomorrow (December 13), the U.S. Labor Department will release its latest inflation report for the month of November. After peaking at 9.1% in June, inflation has been declining (as I predicted) for the past four months: 8.5% in July, 8.3% in August, 8.2% in September, and 7.7% in October. I believe […]

Saturday, December 3, 2022

This Country Has Been Thriving While Most Are Struggling

By Rob Spivey

Editor's note: In today's Weekend Edition of Empire Financial Daily, we're sharing more insights from our friends at our sister company Altimetry... As regular Empire Financial Daily readers know, Altimetry founder Joel Litman is a forensic accountant and CPA who specializes in "Uniform Accounting" – a methodology that he and his team use to determine […]

Friday, December 2, 2022

The Most Important Oil News You Didn't Hear About

By Rob Spivey

Editor's note: Regular Empire Financial Daily readers know that we're extremely bullish on the energy sector. As we've explained, we believe a structural shift is underway in energy so profound that it will change how the world operates. And we aren't the only ones who see this opportunity... In today's essay, Rob Spivey – director […]

Friday, December 2, 2022

Enrique Abeyta on the inverted yield curve; Rising Tether Loans Add Risk to Stablecoin, Crypto World; A Helicopter Crashed on a Tractor. Its Operator Saved the Pilot

By Whitney Tilson

1) This story was on the front page of Wednesday's Wall Street Journal: Yield Curve Inversion Reaches New Extremes. Excerpt: Yields on longer-term U.S. Treasurys have fallen further below those on short-term bonds than at any time in decades, a sign that investors think the Federal Reserve is close to winning its inflation battle regardless […]

Thursday, December 1, 2022

What Happens If We Have a 1970s-Style Market?

By Enrique Abeyta

This year's bear market has continued to grind away at investor sentiment and portfolios... As such, you've likely heard more and more people compare it with the market of the 1970s. That was the last time we saw inflation anywhere near the levels we've seen recently. And it was a period characterized by a very […]

Thursday, December 1, 2022

The bursting of the crypto versus Internet bubbles; Interview with Sam Bankman-Fried; Memes; Retailers vexed by rising 'shrink'; These Travelers Would Rather Eat Glass Than Pay an Airline Fee

By Whitney Tilson

1) In last Wednesday's e-mail, I shared a friend's pitch for the Grayscale Ethereum Trust (ETHE). For me, this was the most compelling part: I think about my crypto investments the same way I do my stocks, to the extent the analogy can apply: value investing, multi-year time horizon, short-term and technical/market considerations around the […]

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