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Archives by Year:
U.S. Treasuries: Settling Into A New Elevated Range
For the first time in 2018, investors have been able to take a breath with respect to the U.S. Treasury (UST) market. Indeed, after a tumultuous first six weeks or so of the year, the UST 10-Year yield appears to have settled into more of a range-bound pattern, rather than the relatively one-way trade to the upside that was […]
US Consumer Prices Dip In March But ‘Verizon Effect’ Leaves Inflation At 13-Month Highs
Consumer prices dipped MoM 0.1% in March (the biggest drop in a year)… But as the distortions of the “Verizon effect” fade from the numbers, annualized CPI YoY rose to 2.4% – the highest since Feb 2017. As UBS notes, today’s CPI was effected by the ‘Verizon effect’, which was a statistical adjustment which […]
Stock Indices Creating Look-A Like Bearish Patterns
The Dow has spent the majority of the past 70-years inside of bullish rising channel (A). It hit the top of this channel in January at (1), as monthly momentum was hitting levels last seen in 2007, 2000, 1987, 1957 and 1929. The 4-pack highlights look-alike patterns several indices have created since the Dow hit […]
William Hill Could Make A Good Bet
The consumer cyclicals sector includes twenty-eight industries ranging from Advertising Agencies to Apparel, Autos, Broadcasting, Department Stores, Gambling, Leisure, Lodging, Packaging, Personal Services, Shoes, Restaurants, Rubber, Plastics, Textiles, and all such consumer aimed enterprises. Today I’m reviewing a gambling firm. It’s a mid-cap stock with market capital between $2 billion and $10 billion. Its name is William […]
US Dollar Down, Gold Up As Trump Warns Russia And Syria
Global financial markets are seeing a fresh wave of volatility entering Wednesday as trade tensions between China and the US have lingered, while the prospect of US military action against Syria have ratcheted higher. US President Trump took to Twitter this morning to warn Russia of incoming airstrikes on Syria for the Assad regime’s suspected […]
Is Facebook (And Tech) Having A Standard Oil Moment?
Facebook co-founder Mark Zuckerberg endured five hours of questions in the US Senate on Tuesday, at one point conceding what’s probably inevitable: tighter government oversight of social media in general and his firm in particular. “My position is not that there should be no regulation,” he said, trying to get in front of what appears to be […]
Alexion To Acquire Sweden’s Wilson Therapeutics For $855M In Cash
Alexion Pharmaceuticals (ALXN) and Wilson Therapeutics AB announced that Alexion has made a recommended public cash offer to the shareholders in Wilson Therapeutics to acquire all outstanding shares in Wilson Therapeutics by way of a tender offer, through a wholly-owned subsidiary. Wilson Therapeutics, based in Stockholm, Sweden, develops therapies for patients with rare copper-mediated disorders. […]
Too Late To Stop Now – The Case Against Bonds
The 35-year bull market in bonds has created an environment where investors will most likely face either low future real returns or even sizeable losses. An optimally constructed portfolio does not completely abandon yield-generating assets. Given this backdrop, investors would be wise to consider substituting bonds with “alternative yield” funds. And I want to rock […]
Indian Indices End Marginally Higher; Metal Stocks Witness Buying Interest
After opening their day on a flat note, Indian share markets witnessed volatile trading activity throughout the day and ended their session marginally higher. Gains were largely seen in the metal sector and IT sector, while oil & gas stocks and banking stocks ended the day lower. At the closing bell, the BSE Sensex stood higher by 60 points (up 0.2%) and the NSE Nifty closed higher by […]
Futures Tumble Amid Fears Of “Imminent” Syria Airstrikes, CPI Looms
The daily see-saw pattern in capital markets continues and after yesterday’s euphoric sprint higher on what the market misinterpreted as “conciliatory” remarks by China’s president Xi, this morning global stocks and US equity futures are sharply lower on fears of imminent military action in Syria. Europe’s Stoxx 600 fell as much as 0.5%, trimming recent […]
