Rob Anton

Love Sports, The Beach, and Alternative Investments. Founding Partner of Next Edge Capital

[Rob Anton @robanton0]

Why Warren Buffett Is Sitting on Record Cash — and What That Says About the Market, by @leadlagreport https://t.co/ySxzQbRC3f

[Steve Saretsky @SteveSaretsky]

If you’re looking for a non-partisan analysis of both parties fiscal platforms, here’s one from the economics team at ScotiaBank.

[Oguz Erkan @oguzerkan]

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: 🧵

[Eden @EdenRahim]

#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 @robanton0]

Check out canadaHOC🇨🇦's video! #TikTok https://t.co/Xu3okSjfv8

[Eden @EdenRahim]

Remarkably, literally no one is interested in Calls on the $IBB over the past month (7-to-1 Put-to-Call ratio average daily), and especially over the past week (24-to-1 Put-to-Call ratio). Looks like everyone is on one side of the boat. #biotech

[The Kobeissi Letter @KobeissiLetter]

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 @robanton0]

@SteveSaretsky Sad

[ian bremmer @ianbremmer]

why is trump starting a trade war with its closest ally canada?

i explain for @gzeromedia

[Rob Anton @robanton0]

Interesting and a lot more paid to come to say the least.

[Ron Butler @ronmortgageguy]

The Great Toronto Condo Crash Gathers Momentum

The stories of losses on Pre-construction sub 500 sqft Dog Crate Condos & even on slightly larger 600+ sqft units just keep on coming

The same themes but different problems & really bad outcomes

More details are emerging

2/

[Elon Musk @elonmusk]

Wow

[Rob Anton @robanton0]

@MPelletierCIO 100% spot on

[Canada's Markets @tsx_tsxv]

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.

[Genevieve Roch-Decter, CFA @GRDecter]

📈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 https://t.co/EKzAa1qUfu

J.P. Morgan Private Bank https://t.co/RpFgNoPvAE

Goldman Sachs https://t.co/KIwsDEmAz4

Goldman Sachs Asset Management https://t.co/pS8WBkBwDE

Morgan Stanley https://t.co/u1hJysNz3B

Bank of America https://t.co/LGYLbx3lLQ

Bank of America Private Bank https://t.co/VbncCAc8iy

Citi https://t.co/hQZVnqiU7R

Wells Fargo https://t.co/WxhUHfmFJu

BNY Mellon https://t.co/bTRtPge6R4

State Street https://t.co/cAqPSu7Vin

Lazard https://t.co/7umJrc3Kvl

T. Rowe Price. https://t.co/RZpWJ2SdA4

TD Securities https://t.co/A3ofbnNb7u

Charles Schwab https://t.co/ZjpdhRd059

RBC Capital Markets https://t.co/yHG9UDAOlQ

[Tracy Shuchart (𝒞𝒽𝒾 ) @chigrl]

What could possibly go wrong ....

[Rob Anton @robanton0]

@BambroughKevin Agreed.

[Kevin Bambrough @BambroughKevin]

#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

[Eden @EdenRahim]

On the pantheon of #biotech futility, this super-bear has now ascended to the 2nd longest ever, approaching 1,000 days, as it grounds every small cap to dust, where trading at cash is the new overpriced. $XBI down -61% is a stone's throw away from the -65% June 16th 2022 low.

[Genevieve Roch-Decter, CFA @GRDecter]

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.

[Next Edge Capital @NextEdgeCapital]

View the latest monthly commentary, performance and portfolio statistics for the Veritas Next Edge Premium Yield Fund: https://t.co/ZMKWfz33nK
#AlternativeInvestments #NextEdgeCapital #Veritas