October 2015 - Page 6 of 7 -

Aclaris Could Be A Sleeper

Oct 05, 2015 Jeremy Parkinson Finance 0

At first Aclaris [Nasdaq: ACRS] didn’t catch my eye. The phrase “concentrated hydrogen peroxide” sounded too simple to offer any sustainable competitive advantage. However a favorable mention from the famous “Dr. KSS” who knows his biotechnology made me take a closer look. What I see is a fairly low-risk to treat a very common skin condition (Seborrheic […]

Why Are Mules Stubborn? Why Can’t Blind Jackasses See?

Oct 05, 2015 Jeremy Parkinson Finance 0

Here’s my theoretical question for the day: Why are mules stubborn, and why can’t blind jackasses see? I ask that question in regards to a few recent news articles. One is on Japan, one the US, and one on emerging markets with various overlaps in between. Let’s start with Japan. Brink of “Technical” Recession The […]

Chinese Gold Holdings Up Again; Other Countries Also Hoarding The Metal

Oct 05, 2015 Jeremy Parkinson Finance 0

China continues to increase its central bank gold holdings, and other countries are following suit. The world’s largest bullion consumer upped its stash of the precious metal another 1% in August. Bloomberg reports the hoard rose to 54.45 million troy ounces in August from 53.93 million ounces a month earlier, according to data released by the People’s Bank […]

IPO Lockup Expiration: Virtu Financial

Oct 05, 2015 Jeremy Parkinson Finance 0

Virtu Financial – (NASDAQ:VIRT) – Sell or Short Recommendation – PT $21.25 October 13, 2015 ends the 180-day lockup period on Virtu Financial Inc. . With the conclusion of the lockup period, the company’s pre-IPO shareholders will have an opportunity to sell their own shares totaling over 15 million units, roughly equal the shares trading on the […]

Indicator Triggers First Time Since 2000, “Threats & Opportunities” That Follow

Oct 05, 2015 Jeremy Parkinson Finance 0

Below is a quick view of indices in the states this morning. Click on the picture to enlarge As you can see, each remains inside of 4-5 year rising channels and each created a potential bullish reversal pattern (bullish wick) this past week, at/near support levels. With our 125/5 indicator sending us a signal for the […]

Jobs Report Moves Fed One Step Closer To QE IV

Oct 05, 2015 Jeremy Parkinson Finance 0

The September Non-Farm Payroll Report came in with a net increase of just 142k jobs. The unemployment rate held steady at 5.1% and the labor force participation rate dropped to the October 1977 low of 62.4%. Average hourly earnings fell 0.04% and the workweek slipped to 34.5 hours. There were significant downward revisions of 22k […]

Silver & Crude Are Soaring

Oct 05, 2015 Jeremy Parkinson Finance 0

While gold remains unchanged, silver prices are surging higher this morning as crude oil jumps supposedly on geopolitical tensions… but technical resistance looks key… Silver is breaking above its 100-day moving-average and Crude is pulling away from its 50-day moving average (after being glued to it for a month). Charts: Bloomberg

Lashed To The Zero Bound – The Fed’s Ship Of Fools

Oct 05, 2015 Jeremy Parkinson Finance 0

If you don’t think financial markets have been utterly destroyed by central bank intrusion then how can you explain Friday’s 460 Dow point reversal higher after the post-NFP low? It was pure machine rage triggered by another implied “lower for longer” Fed policy signal. While I think the BLS establishment survey isn’t worth the paper it’s manipulated on, it did take a […]

Risk Premia Forecasts | 5 October 2015

Oct 05, 2015 Jeremy Parkinson Finance 0

The expected risk premium for the Global Market Index (GMI) dipped again in September. GMI — an unmanaged, market-value weighted mix of the major asset classes — is projected to earn an annualized 3.2% over the “risk-free” rate in the long term. (For details on the equilibrium-based methodology that’s used to generate the forecasts each […]

EC The Most Important Investing Risk

Oct 05, 2015 Jeremy Parkinson Finance 0

The stock market has averaged compound total returns of about 9% a year over the last 100+ years. This means a doubling of your money about every 8 years. When your money doubles every 8 years on average you will eventually become very wealthy. And that’s only if you match the market returns. Surely, some investors should beat […]