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Catalan Parliament Votes To Declare Independent State
Update Ok, folks here you go: CATALAN PARLIAMENT VOTES TO IMPLEMENT INDEPENDENT STATE There’s your geopolitical black swan that “can’t happen.” Rajoy is not amused: Spanish stocks have moved lower still. And EUR/JPY is at a new low: Here’s yields: And here’s thousands of people running around in the streets: DEVELOPING: A protest is underway […]
The Stock Whisper Of The Day: SPY, T, GE, MAT, INTC
Hot whispers of the day: SPY, T, GE, MAT, INTC. Video Length: 00:05:28
The Tumult In MLPs
If the recent violent sell-off in energy infrastructure stocks has you puzzled, you have plenty of company.That’s why Sunday’s blog is going out early, because we’ve been discussing it with so many people. We enjoy a regular dialogue with many of our investors and last week was the busiest we can recall in responding to […]
The Swiss Way Of Health
The enigmatic independence of Switzerland is perhaps best demonstrated in the fact that its healthcare system manages to satisfy both free marketers and the statist-socialists in the country. It is a giant social safety net woven by individual responsibility and self-made wealth. Health insurance is almost entirely consumer-based, though there are strict cantonal regulations and […]
U.S. Dollar Strength Comes Roaring Back: FOMC, NFP Next Week
Next week brings a heavy outlay of drivers as we hear from the Federal Reserve on Wednesday, the Bank of England on Thursday for a Super Thursday event that carries a chance for an actual rate hike; and Non-Farm Payrolls is released on Friday. Ahead of this outlay, we have a significant breakout showing in […]
Russia Buys 34 Tonnes Of Gold In September
– Russia adds 1.1 million ounces to reserves in ongoing diversification from USD – 34 ton addition brings Russia’s Central Bank holdings to 1,779t; 6th highest – Russia’s gold reserves are at highest point in Putin’s 17-year reign – Russia’s central bank will buy gold for its reserves on the Moscow Exchange – Russia recognises gold’s role […]
US Q3 GDP Jumps By 3% – USD Follows
Better-than-expected US growth: 3% annualized according to the first read. This is significantly above 2.5% expected and at the magical 3% level. Personal consumption is up 2.4%, also above predictions. The US dollar is extending its gains. The moves are not huge but they could continue. The Fed could raise rates with more confidence and […]
Turbo Tech Trio
It’s all about tech this morning – – 280 companies reported earnings yesterday, but the megacap tech stocks had blowout earnings which are pushing them all higher. This really just leaves one last monster – – Apple – – to round out the good news when it reports next week.
Q3 GDP Advance Estimate: Real GDP At 3.0%
The Advance Estimate for Q3 GDP, to one decimal, came in at 3.0% (2.99% to two decimal places), a decrease over 3.1% for the Q2 Third Estimate. Investing.com had a consensus of 2.5%. Here is the slightly abbreviated opening text from the Bureau of Economic Analysis news release: Real gross domestic product (GDP) increased at an annual […]
Replicating Indexes In R With Style Analysis (Part II): Global Macro
<< Read Part I: Replicating Indexes In R With Style Analysis Imitation, Oscar Wilde famously observed, “is the sincerest form of flattery that mediocrity can pay to greatness.” The observation echoes the objective for using Professor Bill Sharpe’s style analysis to replicate investment indexes that, for one reason or another, can’t be purchased directly. If we can […]
