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What’s Walmart’s Gameplan With Humana?

What’s Walmart’s Gameplan With Humana?

Rumors are circling that Walmart (WMT) might be acquiring Humana (HUM) or, at the very least, deepening its partnership with the health insurer. I have my own thoughts on the matter. As I shared with Reuters’ Nandita Bose, “The end goal here is to get more people in their stores, get them to buy drugs and make an additional purchase while […]
A Notable Support Underneath The Market

A Notable Support Underneath The Market

My Swing Trading Approach Wait and see for this market. I have some long exposure, but the market has to show that it can sustain this bounce from Friday, in order for me to add more swing-trades to the portfolio.  Indicators VIX – Dramatic sell-off in the VIX pushing it back below 20 again, following a […]
How Will Docker Handle Competition?

How Will Docker Handle Competition?

Docker is the biggest startup in containers that made it to the Billion Dollar Club in 2015. It recently raised another round of funding that valued it at $1.3 billion. Docker’s Offerings San Francisco-based Docker was founded in 2010 by YCombinator alumni Solomon Hykes. Docker was initially called dotCloud and offered a software hosting service. By 2013, […]
Thailand Is Approaching The Introduction Of Digital Currency Taxes On Its Investors

Thailand Is Approaching The Introduction Of Digital Currency Taxes On Its Investors

  The State of Thailand has approached the completion of the regulatory framework for taxation of digital currencies. According to a report by Nikkei Asia, investors in Thailand’s digital currency are expected to face 7% VAT on all deals and 15% on capital gains. This comes in the role of the Thai government in the […]
Facebook Cuts Third-Party Data Providers From Ad Targeting

Facebook Cuts Third-Party Data Providers From Ad Targeting

Facebook (FB) is in the midst of a public relations firestorm over who has access to its user data and how they use it. The company has now decided tostop using third-party data providers like Experian (EXPGY) and Acxiom (ACXM) for ad targeting: Facebook says it will stop using data from third-party data aggregators — […]
Bitcoin Trend Review

Bitcoin Trend Review

Will a counter-trend defy the death cross? Video Length: 00:14:19
ETFs’ Hidden Liquidity

ETFs’ Hidden Liquidity

Upon the recent publication of an article highlighting the performance of rather lightly traded ETF, a reader commented that, despite the fund’s attractiveness, he remained an unlikely investor. He cited the fund’s low daily turnover as his concern. Fair enough; I’m not in the business of making recommendations. But his comment got me thinking. There are lots […]
Can’t Slow Down

Can’t Slow Down

Oil prices are on the rise after Baker Hughes reported the U.S. oil-rig count fell by 7 to 797 rigs. After recent increases that might not seem like alit, a lot of oil traders now know that to keep U.S. shale production rising you must keep on drilling. Steep shale decline rates means you can’t […]
The Qing Dynasty Approach To Monetary Management

The Qing Dynasty Approach To Monetary Management

Richard Clarida, heavily tipped to be the new Fed Vice-Chairman, has propounded an interest rate theory of the “new neutral.” This states that the Federal Funds rate at full employment, when policy is neither loose nor tight, should revolve around an interest rate of 2% instead of the previous 4% — in other words zero […]
A Note On Personal Income And Spending

A Note On Personal Income And Spending

Personal income and spending data from February intimates a weak Q1 GDP report, but doesn’t suggest any imminent downturn. The first graph below compares real personal spending with real retail sales: Real retail sales have pulled back from their autumn surge, and real personal spending has also declined slightly from its last peak in December. […]