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USDJPY – Ready For 108.00?

USDJPY – Ready For 108.00?

After having everything but the kitchen sink thrown at it over the past few days USDJPY has managed to withhold the risk aversion flows and trade above the 107.00 level by end of trade today. The never-ending political chaos in Washington DC no longer seems to have much impact on the pair as the friction […]
Pettis: China Knows It Has More To Lose In Trade War

Pettis: China Knows It Has More To Lose In Trade War

Global markets are rallying today after Chinese President Xi Jinping appears to have taken the first step in backing away from a trade war with the U.S., promising to cut tariffs on auto imports and other products. In a widely anticipated speech at the Boao Forum for Asia, dubbed as the “Asian Davos,” Xi used […]
Oil, Economics And Risk

Oil, Economics And Risk

“Davidson” submits: If I understand the US$/$WTI/Economic Expectations/Capital Risk-Reward relationship, Trump’s action against Syria, which is really an action against Russia, Iran, N. Korea, China efforts to attact Democratic ideals, should be reflected in a weaker US$ as capital repatriates to Emerging Markets. Algorithms have connected a belief that strong US$/ weak $WTI signals slowing economic activity. […]
Understanding Bitcoin’s Real Value

Understanding Bitcoin’s Real Value

Some time ago, I confessed to CapX readers my unease about pricing cryptocurrencies such as bitcoin. I wasn’t alone in my hesitation: New York University finance professor Aswath Damodaran has voiced skepticism that assets with no cash flows can be valued, in the financial sense of estimating what the future payoffs from holding the asset are worth. Not to […]
How Sector Leadership Has Changed Over The Last 20 Years

How Sector Leadership Has Changed Over The Last 20 Years

Stan Weinstein states in his amazing book that choosing the right sector to trade is just as important as trading with the overall market trend at your back. Just in the past year in 2017 we’ve seen this concept front and center with semiconductor stocks, cannabis stocks, and even bitcoin-related stocks all experiencing massive gains as […]
GDPNow Real Final Sales Forecast Slips To 0.9%

GDPNow Real Final Sales Forecast Slips To 0.9%

If you thought today’s inventory build numbers would add to GDP estimates, you thought wrong. The Atlanta Fed GDPNow Forecast slipped to 2.0% today following recent economic reports. GDPNow Latest forecast: 2.0 Percent – April 10, 2018 The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the first quarter of 2018 is 2.0 […]
Don’t Sell Your Metals Stocks Because The Sector Is Boring

Don’t Sell Your Metals Stocks Because The Sector Is Boring

David Erfle, Founder of The Junior Miner Junky joins me today for another look at the PM sector and the stocks. He points out a number of factors that have him optimistic for a near-term breakout. Some of these factors include… GDX trading at a level similar to early/ mid-2016 when gold was $150 lower, a […]
3 Ideas For Investing In Tech Stocks Amid Trade War Volatility

3 Ideas For Investing In Tech Stocks Amid Trade War Volatility

Audio Length: 00:13:55 Heightened concern that the U.S. and China will initiate a full-blown, tit-for-tat trade war has dominated the attention of investors around the world in recent weeks. This has inspired fresh volatility, which has, in turn, taken the wind out of the sails of the previously red-hot technology sector. Plenty of investors are […]
41 Firms Going Ex-Dividend Next Week, Including AT&T, Verizon And Duke Energy

41 Firms Going Ex-Dividend Next Week, Including AT&T, Verizon And Duke Energy

There are several well known large cap stocks going ex-dividend next week including the following: AT&T, Darden Restaurants, General Mills, Verizon, The Gap, Accenture, General Growth Properties and Hormel Foods. Ex-dividend dates are important to dividend investors because one must own a stock on its ex-dividend date in order to be eligible to receive its next dividend. Any […]
Tandem Diabetes Surges After Preliminary Revenue Beats Expectations

Tandem Diabetes Surges After Preliminary Revenue Beats Expectations

Shares of Tandem Diabetes Care (TNDM) jumped in morning trading after the company reported preliminary sales for the first quarter that exceeded analysts’ expectations. PRELIMINARY Q1 RESULTS: Tandem Diabetes said before the market open that preliminary sales for Q1 were $27M, up 42% from last year and exceeding analysts’ consensus estimates of $24.99M. Pump shipments […]