Archives by Month:

Archives by Year:

Don’t Buy INSYS Therapeutics (INSY) In 2018

Don’t Buy INSYS Therapeutics (INSY) In 2018

As more states relax the regulation for the recreational use of marijuana investors are eager to look for opportunities in this budding sector. But we should look closely at the reality of using marijuana for medical purposes and other products. Companies related to the growing or distribution of cannabis products do have positive prospects for […]
Banking As Usual Is Not An Option

Banking As Usual Is Not An Option

I’ve blogged quite a bit about adapting to change lately, and will continue to do so as banking-as-usual (BAU) is not an option. It’s similar to standing in the middle of the road. If you stand there for long enough, you’ll get run over. This is as true in banking: if you stop changing, you […]
U.S. Fixed Income: Will 2018 Be Any Different?

U.S. Fixed Income: Will 2018 Be Any Different?

Now that the champagne has gone flat and college football season has come to an end, investors are facing 2018 square in the eye. Sure, based on consensus forecasts, it appears as if there are no great expectations for the new year in terms of the economic outlook, but who can blame anybody, especially after […]
USD Dunks On Early Signs Of Another ’Taper Tantrum’

USD Dunks On Early Signs Of Another ’Taper Tantrum’

Video Length: 00:06:19 A quick uptick in US Treasury yields the past 24-hours has rekindled memories of the 2013 ‘taper tantrum’ in bond markets when a sharp rise in yields proved to be symptomatic of a greater issue: investors were fleeing USD-based assets as the QE punchbowl was being taken away. As history shows, the […]
Why Natural Gas And Oil Won’t Diverge For Long

Why Natural Gas And Oil Won’t Diverge For Long

Crude oil prices are once again breaking the $62 a barrel level for WTI (West Texas Intermediate, the traded benchmark in New York), while Brent (the most-used global figure set daily in London) is north of $68. Yet natural gas (according to Henry Hub, the US standard), while drifting up slightly today, has been moving […]
Bitcoin Bubble Is About To Burst: Central Banks Could Be The Reason

Bitcoin Bubble Is About To Burst: Central Banks Could Be The Reason

Bitcoin prices have seen incredible volatility in the last few weeks, but they struggled to go above $14,300 on Wednesday as prices fell nearly 6%. Bitcoin was trading above $17,000 last week, but fell below $14,300 on Wednesday. To put things in perspective, the bitcoin market capitalization has plunged from $294 billion on January 7 […]
Why The Oil Bears Got It Wrong

Why The Oil Bears Got It Wrong

Oil prices traded at the highest level since OPEC declared a production war on Shale and laughed off an estimate of record U.S. oil production from the Energy Information Administration (EIA). The reason why the oil bears got it wrong was that they underestimated demand and overestimated production. The Bears failed to see that OPEC […]
Morning Call For Wednesday, Jan 10

Morning Call For Wednesday, Jan 10

OVERNIGHT MARKETS AND NEWS Mar E-mini S&Ps (ESH18 -0.35%) this morning are down -0.40% as a surge in U.S. bond yields spurs long liquidation in stocks. The 10-year T-note yield jumped to a 9-3/4 month high of 2.59% after Chinese officials were said to recommend slowing or halting purchases of U.S. Treasuries. On the positive […]
5 Questions On Debt And Financial Crises

5 Questions On Debt And Financial Crises

What might trigger the next financial crisis and recession? Private debt tops the list, explains an economics professor who heads the School of Economics, Politics and History at Kingston University. It’s a potent threat, in part because debt has increased since the 2008 financial crisis and interest rates appear poised to trend higher in the […]
Galbraith: The Fed Is Like The Little Dutch Boy With The Finger In The Dike

Galbraith: The Fed Is Like The Little Dutch Boy With The Finger In The Dike

There hasn’t been inflation in the economy since the early 1980s. It collapsed with the end of the Soviet Union and with the rise of China as a supplier for consumer goods. So the Fed has been patting itself on its back for decades [of] holding back a phenomenon that doesn’t exist. [The Fed is […]