March 2018 - Page 139 of 295 -

GBP: From Famine To Feast – BOE, Hard Data And Brexit

Mar 17, 2018 Jeremy Parkinson Finance 0

Talking Points: UK data releases include, Inflation, jobs and wages Bank of England MPC announcement EU Council meeting on the EU/UK transition period. Fundamental Forecast for GBP: Neutral While we remain neutral on Sterling at this current point, GBP may be in for a rocky ride next week with market moving data points including inflation, jobs and wages […]

Yet Another Chart That Screams “Look Out!”

Mar 17, 2018 Jeremy Parkinson Finance 0

So many patterns that have held for decades seem to have broken down, leading to one of two conclusions: Either this time really is different in ways that appear to violate what used to be seen as iron-clad laws of finance, or those laws have been bent but will reassert themselves with a vengeance sometime […]

Strong Manufacturing In February, But Weak Q1 GDP Likely

Mar 17, 2018 Jeremy Parkinson Finance 0

My favorite indicator for studying future economic growth is the ECRI weekly leading index. While the ISM reports told you growth was accelerating in the first two months of the year, the ECRI forecast growth would fall. Not only did it likely get the forecast right, it also told you this a few months before […]

Volatility Is A Two-Way Street

Mar 17, 2018 Jeremy Parkinson Finance 0

In many cases, whenever we think of volatility we think negatively. Try it yourself. Think of the word volatility and say it out loud. What thoughts, words, or images pop into your head? Bad news? Market losses? Losing money? The color red? The point is that we tend to give volatility a bad rap – […]

Global Markets Remain Mixed

Mar 17, 2018 Jeremy Parkinson Finance 0

Sentiments in the global financial markets remained mixed even as persistent worries about a global trade war, particularly between the US and China, kept Asian markets on the edge. The Chinese index was down 1.1% in the week gone by. Even the Indian equity markets were down 0.4% after the exit of a key ally from the […]

Crude Oil Bulls Turn Spotlight To Demand Ahead Of Trade War Clarification

Mar 17, 2018 Jeremy Parkinson Finance 0

Fundamental Forecast for US OIL: Bullish Talking Points: Inventory drawdowns in the US keep hopes alive while the Oil price remains above $58/60 IEA forecasts global supply deficit in H2 2018 despite US shale due to Venezuelans production drops Downside risk remains in lack of bearish positioning, but fundamentals support upside for now Per BHI, U.S. Oil Rig […]

E MagicJack VocalTec Communications: B Riley’s Benefit But Tradeable

Mar 17, 2018 Jeremy Parkinson Finance 0

MagicJack VocalTec Ltd. (Nasdaq:CALL) is the company behind the invention of the magicJack and a pioneer in Voice over IP (VoIP) technology and services. Remember the majicJack commercials? We have followed this company on and off for years. The future growth of this company is now more dependent on its cloud communications strategies. However, it […]

Growth Is The New ‘Value’ – If You Just Divide Up The Numbers ‘Right’

Mar 17, 2018 Jeremy Parkinson Finance 0

There’s (more) bad news for anyone who is waiting around on the tide to turn in favor of value stocks (versus growth) or just generally waiting for the world to start making some measure of sense again (we’re looking at you David Einhorn). In their latest weekly kickstart note (which contains the “conversations with clients” […]

Bitcoin Bandwagon Roundup: $91,000 By 2020; FUD; Trainwreck; Criminals

Mar 17, 2018 Jeremy Parkinson Finance 0

Bitcoin is in the news again today, and as typically the case, you can find any opinion you want. My favorite of the bunch involves the Companies That Jumped on the Bitcoin Train Right Before it Derailed. Name Change Long Blockchain may epitomize this craze, as this time last year it traded as Long Island […]

Week In Review: Alibaba Bids $1.4 Billion For IKang, A Chain Of China Healthcare Clinics

Mar 17, 2018 Jeremy Parkinson Finance 0

Alibaba’s (NYSE: BABA) investment arm and Yunfeng Capital offered $1.4 billion to acquire iKang Healthcare (Nasdaq: KANG), a chain of private China healthcare clinics (see story). Yunfeng is a venture capital firm co-founded by Jack Ma, the founder and CEO of Alibaba. Most likely, if the deal succeeds, Alibaba will incorporate iKang’s 110 clinics into its own network of […]