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Archives by Year:
High Debt Levels
I am going to break from regular market commentary to step back and think about the big picture as it relates to debt and inflation. Let’s call it philosophical Friday. But don’t worry, there will be no bearded left-wing rants. This will definitely be a market-based exploration of the bigger forces that affect our economy. […]
California Water Service: A Dividend King In The Utility Sector
In 2018, California Water Service Group (CWT) raised its dividend for the 51st year in a row. Therefore, it is one of the extremely few companies that have become Dividend Kings, i.e., companies that have grown their dividends for at least 50 years. Surprisingly, this stock flies under the radar of most investors. In addition, […]
The Gold Price Is The First Winner Of Trump’s Trade War With China
The Gold Price Could Rise Sharply in the Next Few Months Two important developments will affect the gold price over the next few months. The first is that President Donald Trump has all but declared a “cold war” on China, all but identifying it as the principal culprit for abusing American technological innovation and violating […]
Strong Bounce Within The Downtrend Channel!
Since my last “official” analysis on this site, Bitcoin indeed continued its way down and reached the “potential buying zone between 8,000 and 8,500 USD” two times (March 9th and March 11th). The expected but very fast bounce out of this zone made it back to 9,900 USD. But the failure already below the psychological […]
USDJPY Short In Good Shape, Buy GBPUSD On Dips
These are my trades today: EUR/USD Trading strategy: Long Open: 1.2330 Target: 1.2550 Stop-loss: 1.2245 Recommended size: 2.11 mini lots per $10,000 in your account Short analysis: Pair’s broad consolidation persists and monthly RSI is biased up. The trendline off February’s high helps limit the upside and the pair slips back below the 10 and 21-day […]
War-Spending Sparks Durable Goods Orders Rebound In February
Following January’s disappointing plunge (-3.6% MoM), expectations were for a 1.6% rebound in durable goods orders, but the print surprised to the upside, jumping 3.1% MoM. The ‘ex’ data also doubled expectations in the preliminary Feb release. The volatility continues in durable goods orders… But notably, YoY was flat at +9.1%… And the big driver of February’s rebound […]
JOLTS Revisions Paint Brighter Labor Market Picture
Last Friday’s JOLTS report for January included some important revisions, particularly with regard to hiring. So let’s take a closer look. As a refresher, unlike the jobs report, which tabulates the net gain or loss of hiring over firing, the JOLTS report breaks the labor market down into openings, hirings, firings, quits, and total separations. […]
By The Numbers: Mitsubishi Tanabe Pharma
This week my Safari portfolio is looking to add a company from the Healthcare sector. The Healthcare sector includes ten industries all related to testing, diagnosing and treating what ails us. The healthcare industries are: biotechnology; diagnostics & research; drug manufacturers (major and specialty & generic); healthcare plans; long-term care facilities; medical care; medical devices, […]
Debt Cycles And Gold
There is a range of factors which drive the Kondratiev waves. Following Schumpeter, we have focused so far on technological innovations. However, debt cycles are also a key. What are they? The debt cycles are comprised of alternate leveraging and deleveraging of debt. The former occurs when people incur debt, increasing the debt-to-income ratio, or […]
Leap Therapeutics Announces Pricing Of $14 Million Public Offering Of Common Stock
CAMBRIDGE, Mass., March 23, 2018 (GLOBE NEWSWIRE) — Leap Therapeutics, Inc. (Nasdaq:LPTX), a biotechnology company focused on developing targeted and immuno-oncology therapeutics, today announced the pricing of an underwritten public offering of 1,866,667 shares of its common stock at a public offering price of $7.50 per share. The gross proceeds to Leap from this offering […]
