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Archives by Year:
Money For Nothing: The Importance Of Stocks Over Flows
Economists are fond of making a distinction between flow and stock concept, and woe to one who confuses the two. A flow is a variable measured over time, such a the budget deficit. A stock is an accumulation of flows and is measured at one time, such as the US government debt. Income is a flow, […]
The Mindset That Splits The Pack
Having spent much of March in the UK for vacation time, I got plenty of time to recharge, catch up with friends and family and meet a few new people along the way. I very rarely talk about my work, but sometimes people take an interest when meeting for the first time and, of course, […]
Molson Coors On Tap For 35% Upside
As relatively hard-to-value, index-heavy Technology stocks tumble and questions about the economic growth story unfold, it may be time to add defensive positions to your portfolio. Leading brewer and consumer staple Molson Coors offers downside protection, with a compelling moat and strategic growth investments to counter industry headwinds. Showing over 35% upside ahead of earnings, […]
BOC Bounce May Have Been A Bit Too Much For USD/CAD
The BOC left the interest rate unchanged at 1.25% as most economists had expected. Markets priced in a 20% chance of a hike. The USD/CAD jumped to a high of 1.2635 as the statement pledged caution regarding raising the interest rates. This was not new but perhaps some had expected a more hawkish tone. In addition, the […]
Tencent Dominated $22 Billion Games Deals Market In Last 12 Months
In games deal making there’s Tencent, then there’s everyone else. Tencent led or participated in over $4 of every $10 invested in games companies worldwide in the 12 months to Q1 2018. It was involved either sell-side or buy-side in over three-quarters of all games M&A deal value (i.e. dollars) in the same period. And […]
Canadian Dollar Outlook: Neutral As Currency Gets A Big Break
While the outlook for the Canadian dollar looked dire just a few months ago, the currency appears to have recently turned a corner. After looking oversold in late March, the currency managed to strengthen thanks to a rebound in crude oil prices. Two weeks later, the Canadian dollar received more good news as the Trump […]
FANG Stock Index About To Hit New Highs
With the performance of Netflix (NFLX) yesterday and the market follow through today, the FANG Stock Index is about to hit new all time highs. That is important when considering how much bearishness came to the fore with negative macro news over the last two months. FANG leading tech even with FANG component Facebook’s (FB) negative data privacy headwinds, […]
UK CPI Falls To A One Year Low
The office of National Statistics released the CPI data for the month of March, which missed analysts’ forecasts. The data showed that the consumer prices increased by 0.1% during the month. Analysts were expecting the data to show an inflation of 0.3%, a point lower than February’s growth of 0.4%. On an annualized basis, the […]
The Permian Basin’s Looming Bottleneck
Permian Basin oil production is booming, but the growth rate is being threatened by rapidly growing volumes of associated natural gas. In a recent article, I provided a firsthand look at the booming oil production in the Permian Basin. Notably, after 100 years of production, the Permian Basin is pumping record volumes of crude oil. However, as I also noted there […]
The Decline In Manufacturing Jobs: Not Necessarily A Cause For Concern
from the International Monetary Fund — this post authored by Bertrand Gruss and Natalija Novta Manufacturing jobs are waning. In many emerging market and developing economies, workers are shifting from agriculture to services, bypassing the manufacturing sector. In advanced economies, the rise in service sector employment typically reflects the outright disappearance of manufacturing jobs. The decline in manufacturing […]
