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Archives by Year:
The Encore
“Nothing is more dangerous than an idea when it is the only one we have.” – Alain, 1868-1951, French philosopher The word encore is a French word, meaning ‘again, some more’. We typically think of it as coming after a concert is over, where the band returns from backstage to play some of the most crowd-pleasing hits. […]
The Money Of Metals; Or, Inferring Collateral Beyond Repo
It’s been a wild month for copper. June began normal enough for the metal, with the front month futures price (HG1) still ~$3.05 where it had traded since early March. Then, out of nowhere, the price surged. Starting June 4, in a matter of days HG1 was just less than $3.30. It was the highest […]
Chart: European Institutional Investor Confidence
The latest Institutional Investor Confidence data from State Street showed a notable drop in the global index, but the standout and biggest driver of the drop was the European index. The indexes are designed to capture institutional investor confidence quantitatively by assessing changes in allocations to risky vs defensive assets, based on State Street’s global custodian business. The big […]
GBP/USD Technical Outlook: Sterling Threatens Larger Price Reversal
The British Pound posted an outside-day reversal off slope support last week, shifting our near-term focus higher in price. The recovery has now pulled back from the monthly open and IF prices are indeed heading higher, this decline may offer near-term entries on the long-side. These are the updated intraday targets & invalidations levels that […]
Bitcoin Isn’t Anonymous, And That’s Ok
Bitcoin isn’t anonymous and the creators of Bitcoin knew this The First Blockchain Wasn’t Meant to be Anonymous. It’s completely understandable to approach Bitcoin and the majesty of Blockchain with healthy doses of skepticism and modesty, especially early in your crypto journey. Trustlessness is a tough concept to engage with, yet here is a technology […]
Home Prices Rise Again In April
With today’s release of the April S&P/Case-Shiller Home Price Index, we learned that seasonally adjusted home prices for the benchmark 20-city index were up 0.21% month over month. The seasonally adjusted national index year-over-year change has hovered between 4.2% and 6.7% for the last two-plus years. Today’s S&P/Case-Shiller National Home Price Index (nominal) reached another […]
Is China Part Of The “Emerging Market Crisis”?
Being huge, consequential and technologically advanced, China isn’t normally lumped into the “emerging” category with Brazil and Argentina. To most observers they’ve already left the kids table and are now seated with the developed-world adults. But that might be premature. A big part of China’s economic ascendance was purchased with borrowed money – including a lot […]
AUD/JPY: How FX Traders Will Know That The “Trade War” Has Started In Earnest
Another day, another round of trade war tweets drawing the attention of traders. To extend the trade war analogy, this morning’s causality was due to friendly fire. In a series of tweets this morning, US President Trump criticized the iconic American manufacturer Harley Davidson, which has shifted some of its production overseas as a result of increased […]
Industrials & Large-Cap Growth: 2 ETFs To Watch On Outsized Volume
In the last trading session, U.S. stocks saw terrible trading as trade war fears between the United States and its major allies escalated. Among the top ETFs, SPY lost 1.3%, (DIA – Free Report) was off 1.4% and (QQQ – Free Report) move lower by 2.2% on the day. Two more specialized ETFs are worth noting as both saw trading volume […]
Lennar Q2 Earnings Beat On CalAtlantic Synergies
Lennar Corporation’s (LEN – Free Report) shares have gained 7.5% in pre-market trading, after surpassing earnings as well as revenue expectations in the second quarter of fiscal 2018 – the first full quarter with CalAtlantic. The company’s second-quarter adjusted earnings of $1.58 per share surpassed the Zacks Consensus Estimate of 45 cents. The reported figure mainly excludes […]
