INSIGHTS
We deliver Exclusive Insights through research and expertise. Timely financial market commentary is provided by our in-house analyst team.
We provide pre and post event analysis across all major markets. We can offer bespoke analysis of a particular market or asset, always remaining current and factual.
George Kessarios
Chief Economist & Fund Manager
George Kessarios serves as the Chief Economist of Exclusive Capital group, providing analysis and insight of market conditions for the company’s clients and brokerage division. He also manages the Exclusive Capital Small Cap fund, which specializes in undervalued and miss-priced companies around the world.
11 May 2021
A chart that testifies to a bullish market
The chart below from Goldman Sachs research shows that short interest for the S&P 500 Index are at all-time lows. In other words, those that are betting on the index...
4 minutes read
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09 Apr 2021
Q2 Outlook 2021: Economies on track to recover, few catalysts for a major selloff
The main characteristic of the state of the markets for several months now, has been a rotation from high-beta momentum stocks to other parts of the market. Many have...
7 minutes read
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30 Mar 2021
The liquidity wave is still alive and well
As we have said many times over the past several months, while the market as a whole is not in bubble territory, many parts of the market are. In particular, the technology sector is as expensive as...
3 minutes read
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10 Mar 2021
The inflation question and higher bond yields
A short while ago I questioned if 2021 might be a sell the COVID 19 vaccine news trade. I said it probably won’t, because central banks will keep pumping liquidity....
2 minutes read
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23 Feb 2021
A speculative frenzy unlike anything we have ever seen
When 100% of outstanding shares are shorted in any stock, you get a sort of a black hole short interest phenomenon. In other words, even if someone covers his shorts,...
4 minutes read
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03 Feb 2021
Dollar valuation factors in play
I have never subscribed to the theory that interest rate differentials are what determine the value of currencies. Yes, differentials do play a role, but in my opinion a lot less than most people...
3minutes read
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