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Archives by Year:
What Lies Ahead For Emerging Market ETFs?
Per Goldman Sachs analysis, the recent selloff in the global market has lowered emerging market valuations and added to the appeal of such investments. Moreover, performance and fund flows have been attractive for investments in emerging markets. Per etf.com data, iShares Core MSCI Emerging Markets ETF (IEMG – Free Report) witnessed $211.2 million in inflows in the week ended […]
Momentum Tech Stocks (Tesla, Facebook, Nvidia, Alphabet) Hammered
Tuesday Tech Crash Stocks looked like they were going to continue their uptrend on Tuesday after the sharp rally on Monday. The market was up in the morning, but then crashed in the afternoon. The S&P 500 was down 1.73% and the VIX was up 6.99% to 22.50. The biggest weakness was in tech as the Nasdaq was […]
A 12.5% Yield Tied To The Government
Public opinion about the government is pretty darn bad. The president’s approval rating is at 39%. Congress has an even lower approval rating of just 15%. I think the stomach flu has a higher approval rating than Congress does these days. And after years of listening to Republicans complain about the Democrats’ spendthrift ways and […]
GBP/USD – A Choppy Triangle Pattern Setup
Price action (choppiness) suggests maybe the dollar bottom may be delayed. We say that as we expect a major bottom in the buck soon; then a counter trend really of multi-month variety to wrong-foot the dollar bears. A triangle pattern as shown below, would keep the market guessing before a final thrust lower in the […]
Looking Ahead To $20,000 Bitcoin
Last week our investment team shared with you a report from Morgan Stanley that says bitcoin’s price decline since December mimics the Nasdaq tech bubble in the late 1990s. This isn’t earth-shattering news in and of itself. The main difference is that the bitcoin rout happened at 15 times the rate as the tech bubble. […]
Does Sealed Air Corp’s EBITDA Multiple Signal A Selling Opportunity?
Sealed Air Corp. (NYSE: SEE) trades at an EBITDA multiple of 13.0x, which is higher than the Materials sector median of 9.9x. While this makes SEE appear like a stock to avoid or sell if you own it, you might change your mind after gaining a better understanding of the assumptions behind the EV/EBITDA ratio. In […]
Visualizing GDP: An Inside Look At The Q4 Third Estimate
Note: The charts in this commentary have been updated to include the Q4 2017 Third Estimate released this morning. The chart below is a way to visualize real GDP change since 2007. It uses a stacked column chart to segment the four major components of GDP with a dashed line overlay to show the sum of […]
Market Talk – Wednesday, March 28
The last couple of hours in US markets heavily influenced Asia’s opening despite signs of DOW futures stability. Technology was hit hardest and continues to lead much of the move around the globe. Shanghai was off around 1% at the open but then attempted a positive print. However, that was eventually rejected and closed down […]
Bitcoin’s Fight Against The Debt Boom
Bitcoin has made a lot of people a lot of money. That’s a fact. But that’s not why bitcoin was created. Bitcoin was created to fight against Section 402 and things like it. Now, it should be explained at the outset that bitcoin’s mysterious creator, Satoshi Nakamoto, didn’t know what Section 402 was. But he did know […]
