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Does Oracle Have What It Takes To Compete With Amazon?

Does Oracle Have What It Takes To Compete With Amazon?

Photo Credit: May Wong Oracle Corporation (ORCL) Information Technology – Software | Reports March 15, After Market Closes As we close the door on fourth quarter earnings another opens when Oracle (ORCL) reports its FQ3 earnings tomorrow after the market closes, the first report of the Q1 2016 season. Oracle is coming off a better than expected […]
Senseonics IPO: We Are Cautious At This Early Stage

Senseonics IPO: We Are Cautious At This Early Stage

Senseonics Holdings (Pending:SENS) expects to raise at least $55.5 million in its upcoming IPO. Based in Germantown, Maryland, Senseonics Holdings is a medical technology company that designs, develops and commercializes glucose monitoring systems for use by people with diabetes. We previewed SENS on our IPO Insights platform earlier last week. SENS currently trades on the OTCBB under symbol SENH. […]
Chart Of The Week – Biotechs Are Oversold

Chart Of The Week – Biotechs Are Oversold

Biotech stocks have taken a beating the last few months, down roughly 35% since peaking in July of last year. And for good reason I think. Biotech at the top was sporting a pretty rich multiple, 25 times forward earnings for the biotech stocks in the S&P 500 and a lot more than that for […]
3 Reasons To Sell EUR/USD – Structural Bearishness

3 Reasons To Sell EUR/USD – Structural Bearishness

EUR/USD is beginning to climb down the Draghi-backfire tree but around 1.11, it still remains elevated. The team at Morgan Stanley explain why they expect further downside. Here are their 3 reasons: Here is their view, courtesy of eFXnews: We remain bearish on EUR on a structural basis, looking for a move to parity against USD […]
Singapore It On

Singapore It On

If you follow us on Twitter (@360Research), it’s not a secret that we’ve been talking about emerging markets and other international indexes outperforming US stocks. One such market is in Singapore. After seeing the Straits Times index decline 30% over the last year, we’re now seeing new demand enter Singaporean stocks. The Straits Times Index is […]
EC
                        
                        Feeble Arguments Against A Rate Hike

EC Feeble Arguments Against A Rate Hike

We look forward to a week filled with data including CPI, the Empire Manufacturing report, Housing Starts, Industrial Production, and Existing Home Sales – not to mention the important primary election contests in Ohio and Florida tomorrow. But at the top of the list of important events is the FOMC meeting on Wednesday. The consensus […]
S&P 500 Snapshot: Monday Doldrums Before The Fed Meeting

S&P 500 Snapshot: Monday Doldrums Before The Fed Meeting

Before the US market opened Global equities had extended their Friday gains. The Shanghai Composite had risen 1.76% and the Nikkei 1.74%. European indexes were a bit less energetic. The Euro STOXX 50 would subsequently close with a 0.59% gain. But US equities didn’t follow suit. Our benchmark S&P 500 traded in its narrowest range […]
Goldman: “The S&P 500 Is Overvalued”

Goldman: “The S&P 500 Is Overvalued”

Three weeks ago, when looking at the incoming Q4 results, we were stunned by an unprecedented divergence: that of GAAP and non-GAAP earnings. We showed this difference as follows: … and noted that while on a non-GAAP basis, the S&P’s trailing P/E is a relatively rich 16.5x (over 17x as of today), it was the GAAP […]
Think Brazil’s Scandals Have Nothing To Do With US Banks? Guess Again

Think Brazil’s Scandals Have Nothing To Do With US Banks? Guess Again

This weekend, millions of Brazilians took to major city streets (again) to protest the hydra of corruption gushing from Petrobras, Brazil’s largest oil company and the government amidst deepening economic recession. Calls for the impeachment of sitting Workers’ Party (PT) president (and former Chair of Petrobras), Dilma Rousseff filled the air.(I can’t wait to see […]
Gold Stock Correction Starting?

Gold Stock Correction Starting?

Not so fast folks. Per an NFTRH update this morning GDX is not yet indicated to be correcting and I sold my DUST positions (sorry, I did not make a public announcement as I did with the NUGT short; this is cracked out day trader stuff and I am not obliged to publicly note everything I do) […]