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The Bull Case For Tesla

The Bull Case For Tesla

  At long last, a Tesla bull steps up to retort Mark Spiegel’s bear case on the electric car company. Rob Maurer, host of the Tesla Daily podcast, makes an impassioned case for both the company and the stock. Plus, Grant Williams and Alex Rosenberg trade Nike, Hedy Lamarr and Scottish spiders in this week’s […]
HeadlineCharts – Saturday January 28, 2018

HeadlineCharts – Saturday January 28, 2018

No hint of weakness here. New 52W highs are confirming the indexes as they reach higher and higher. The ECRI told us that Q4 GDP would be weaker than expected, and it was. But now the ECRI index is pointing decisively higher which means GDP is likely pick up again this year. This was a […]
Digital Realty: Despite Fear Mongers, Dividend, Price Will Rise

Digital Realty: Despite Fear Mongers, Dividend, Price Will Rise

There is a lot of fear mongering surrounding data center REIT Digital Realty (DLR). However, we believe its 3.4% dividend is safe and it will grow, and its price will increase too. This article reviews four fears circling Digital Realty, and then highlights three reasons why we currently like it. Overview: Digital Realty is a […]
Technical Market Report For January 27, 2018

Technical Market Report For January 27, 2018

The good news is: All of the major averages, except the Russell 2000 (R2K) closed at all-time highs last Friday. The Negatives The market is overbought. NYSE 52 week new lows continue to increase. The increase appears to be from interest rate sensitive issues i.e. bonds trading as stocks. There are not many equity issues […]
Amazon Price Target Raised To $1,400 On Ad Opportunity At Morgan Stanley

Amazon Price Target Raised To $1,400 On Ad Opportunity At Morgan Stanley

Morgan Stanley analyst Brian Nowak said he remains bullish on Amazon’s ad opportunity and he raised his 2018 and 2019 ad revenue estimates by 5% and 12%, respectively. After talks with members of the industry and ad agencies, he found that most of Amazon’s ad dollars are coming from traditional branded trade spend, including vendor […]
US Dollar To Focus On External News Flow, Look Past FOMC And NFP

US Dollar To Focus On External News Flow, Look Past FOMC And NFP

Fundamental Forecast for the US Dollar: Neutral US Dollar drops for seventh week on hawkish policy convergence bets FOMC rate decision, January payrolls data unlikely to alter base trend Cooling bets on hawkish monetary convergence may provide a lifeline The US Dollar continues to face heavy selling pressure, falling for a seventh consecutive week against its major counterparts. […]
Tokyo Office Building Sells For 547 Bitcoin

Tokyo Office Building Sells For 547 Bitcoin

Funding real estate transactions with bitcoin has already become an accepted practice in the US, so it’s unsurprising that it’s begun to take root in Japan, the only developed country that has explicitly legalized cryptocurrencies as legal tender. CCN reports that a Tokyo-based real estate firm is selling a commercial building for 547 bitcoin, or $6 million. It is said to be the first building in […]
Is The Market Near A Top?

Is The Market Near A Top?

According to the RSI, the Dow was the most bullish since 1904 three days ago and it has been up since then. With records being topped, it’s interesting to see a comprehensive look at a bunch of indicators. The macro model below does just that as it shows the periods since 1987 which were overvalued […]
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                        Facebook, Apple, Google And Amazon’s Q4 Earnings

EC Facebook, Apple, Google And Amazon’s Q4 Earnings

The picture emerging from the Q4 earnings season is one of all around strength and momentum. Not only is an above average proportion of companies beating top- and bottom-line expectations, but estimates for the current period are materially going up. With results from 26% of the S&P 500 members already out and another 24% on […]
World Dollar Debt Up 5.2% – World Euro Debt Up 10.5%

World Dollar Debt Up 5.2% – World Euro Debt Up 10.5%

The Bank for International Settlements (BIS) has reported exactly what we have been warning about – the explosion in dollar-denominated debt outside the USA which means a rise in the dollar will see a massive debt crisis. The total volume of US dollar-denominated debt outside the US increased significantly. The BIS reported that the volume of […]