Archives by Month:
- January 2025
- December 2024
- November 2024
- October 2024
- September 2024
- August 2024
- July 2024
- June 2024
- May 2024
- April 2024
- March 2024
- January 2024
- December 2023
- November 2023
- October 2023
- August 2023
- July 2023
- June 2023
- May 2023
- February 2023
- January 2023
- December 2022
- November 2022
- October 2022
- September 2022
- August 2022
- July 2022
- June 2022
- May 2022
- April 2022
- March 2022
- February 2022
- January 2022
- December 2021
- November 2021
- October 2021
- September 2021
- August 2021
- July 2021
- June 2021
- May 2021
- April 2021
- March 2021
- February 2021
- January 2021
- December 2020
- November 2020
- October 2020
- September 2020
- August 2020
- July 2020
- June 2020
- May 2020
- April 2020
- March 2020
- February 2020
- January 2020
- December 2019
- December 2018
- November 2018
- October 2018
- September 2018
- August 2018
- July 2018
- June 2018
- May 2018
- April 2018
- March 2018
- February 2018
- January 2018
- December 2017
- November 2017
- October 2017
- September 2017
- August 2017
- July 2017
- June 2017
- May 2017
- April 2017
- March 2017
- February 2017
- January 2017
- December 2016
- November 2016
- October 2016
- September 2016
- July 2016
- June 2016
- April 2016
- March 2016
- February 2016
- January 2016
- December 2015
- November 2015
- October 2015
- September 2015
- August 2015
- July 2015
- June 2015
- May 2015
- April 2015
- March 2015
- February 2015
- January 2015
- December 2014
- November 2014
- October 2014
- September 2014
- August 2014
- July 2014
- June 2014
- May 2014
- April 2014
- March 2014
- February 2014
- January 2014
- December 2013
- November 2013
- October 2013
- September 2013
- August 2013
- July 2013
- June 2013
- May 2013
- April 2013
- March 2013
- February 2013
- January 2013
- November 2012
- October 2012
- August 2012
- July 2012
- June 2012
- May 2012
- April 2012
- March 2012
- February 2012
- January 2012
- December 2011
- November 2011
- October 2011
- September 2011
- August 2011
- July 2011
- June 2011
- May 2011
- April 2011
- March 2011
- February 2011
- January 2011
- December 2010
- November 2010
- October 2010
- September 2010
- August 2010
- July 2010
- June 2010
- May 2010
- April 2010
- March 2010
- February 2010
- January 2010
- December 2009
- November 2009
- October 2009
- September 2009
- August 2009
- June 2009
- April 2009
- February 2009
- December 2008
- November 2008
- October 2008
- August 2008
- June 2008
- May 2008
Archives by Year:
Cloud Security With The Zscaler IPO
In case you haven’t noticed we’ve seen an acceleration of enterprise cloud adoption. Stocks like Nutanix (NTNX), Twilio (TWLO), MongoDB (MDB) and Okta (OKTA) have all taken off in the past few weeks on the back of improving fundamentals. The shift is captured in a quote overheard during an industry conversation – “large companies are now moving their core […]
First Half Of 2018 To See Weak Economic Growth
Stocks Decline Over Trade War Fears The Dow had the worst day of the major indexes as it fell 1%. It underperformed because Boeing fell 2.5%. Boeing is a high priced stock which matters in the price weighted Dow. The S&P 500 was down 0.57% as it makes its way back to the mid point […]
Uranium Continues To Be Mildly Bullish. Time To Accumulate?
The uranium market is one of our favorite markets since October 2016 when uranium markets set a higher low on its secular chart (middle green circle annotated on below chart). That was a first sign of a major trend change, way before the breakout of 2017 took place. Early last year there was this mega […]
USD: Fade Any White House Personnel Driven Rebound In The USD
The US Dollar was rocking and rolling on the reshuffling at the White House. Tillerson and Cohn out, Kudlow and Pompeo in. How should this be traded? Here is the view from Credit Suisse. Here is their view, courtesy of eFXnews: Credit Suisse Research discusses the USD outlook and maintains a bearish bias, arguing that the […]
Venezuela’s 4,000% Hyperinflation ‘Breaks’ Cash-Weighing Scales
Mired in a brutal economic collapse, Venezuela refuses to publish basic statistics. So Bloomberg created their own gauge to measure one of the most important of all the missing figures – inflation (or hyperinflation in this case). Bloomberg created their own gauge, as the name would suggest, it tracks just one item: a cup of coffee served […]
Yield Curve Turns Threatening – Again
For a while there it looked like the blow-off top of this expansion was somewhere in the future. Now it’s starting to look like 2017 was as good as it’s going to get – with serious implications for stocks, bonds and real estate. At least that’s what interest rates now seem to imply. From today’s […]
Soft PPI & Retail Sales Reports
PPI Inflation Index Echoes Recent Trend The recent data for February shows inflation isn’t reaching the same rate it was at in January. It appears analysts got too excited about the reports to start the year. Everyone got on the inflation bandwagon because of low unemployment and the length of this business cycle, but those […]
Most Active Equity Options And Strikes For Midday – Thursday, Mach 15
Top tickers for midday: BAC, F, BABA, AAPL, BUD, GE, NVDA, QCOM.
We’re Stumbling Into Another Stock Market Crash
iStock.com/Onypix Inflation Confuses Analysts and Raises Stock Market Crash Fears U.S. inflation is confusing analysts. Some data suggests that consumer spending is dropping. In other words, consumers are not confident. They’re either delaying or avoiding big-ticket purchases such as cars and large appliances or electronics as retail sales have dropped for three months in a […]
EUR/USD Technical Outlook: Price Sell-Off To Offer Opportunity
EURUSD reversed off near-term resistance this week and we’ve been tracking the pullback in price as the pair approaches interim support. Price has continued to trade within the weekly opening-range but we’re looking for a possible breakdown lower before resumption of the broader up-trend. EUR/USD DAILY PRICE CHART Technical Outlook: In this week’s EURUSD Technical Perspective I highlighted that, “Initial […]
