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Archives by Year:
My Top 10 Buy & Hold Forever Stocks
Back in the days of the wild west, people would secure their values by putting them into a coffee can. That coffee can would go up on a shelf or under a bed… And stay there. While this isn’t a practical idea today, the idea of buying and holding investments for the long-run is as practical (and effective) […]
GBP/USD Rate Remains Vulnerable As RSI Sits In Oversold Territory
BRITISH POUND TALKING POINTS GBP/USD trades on a firmer footing amid an unexpected rebound in U.S. Retail Sales, but the current environment keeps the downside targets on the radar as the Relative Strength Index (RSI) continues to sit in oversold territory. GBP/USD REMAINS VULNERABLE AS RSI SITS IN OVERSOLD TERRITORY GBP/USD pares the decline from earlier […]
July Housing Starts: Economists Miss The Mark Badly
Economists expectations for July housing starts was 8.8% too high. They blame lumber tariffs and labor shortages. The New Residential Construction report shows continued weakness in housing. July starts rose 0.9% to 1.168,000 million units seasonally-adjusted annualized (SAAR). The only reason there is a reported increase, is the census department revised a miserable June even lower, from 1.173 […]
Currency Woes
This week’s collapse of the Turkish lira has dominated the headlines, and it is widely reported that this and other emerging market currencies are in trouble because of the withdrawal of dollar liquidity. There are huge quantities of footloose dollars betting against these weak currencies, as well as commodities and gold, on the basis the […]
Billion Dollar Unicorns: NuCom Banking On Omni-Channel
According to eMarketer, global retail e-commerce sales have grown 25% to $2.304 trillion in 2017 and is expected to grow to $4.9 trillion by the year 2021. Inspired by the growth in the e-commerce market, Germany-based NuCom Group is expanding its presence significantly. The company recently entered the Billion Dollar Unicorn club. NuCom’s Offerings NuCom Group is a majority-owned subsidiary […]
Is ‘Bitcoin Tracker One’ The Closest Thing American Investors Can Come To An ETF?
The last year or so has seen cryptocurrency owners disappointed time and again as the SEC delays or refuses to sanction an ETF product based on Bitcoin that will (in HODLers’ minds) bring a new influx of activity and interest into the space, sending prices surging higher. Each time news picks up about “Bitcoin ETF”, […]
Capital Flocks To The US
The US policy mix gets a privileged place in our understanding of what is the dollar. Tighter monetary policy and looser fiscal policy could be the closest thing to an elixir for currencies. It is the policy mix that the US is pursuing. The idea is that such a policy mixed draws capital inflows. This is exactly […]
US Dollar Pullback Driven By Chinese Yuan, Turkish Lira Strength
Talking Points: – USD/TRY continues to pullback, largely driven by changes in government policy rather than market participants deeming that the US-Turkish diplomatic fallout is on the path towards resolution. – With US-China trade talks set to resume, USD/CNH has been dragged lower as well, helping global risk appetite recover. – Retail traders remain net-long EUR/USD and GBP/USD, suggesting any rallies should be faded. […]
Years Of Walmart Success
I’ve been mentioning recently how retail is one of the last remaining sectors to still look genuinely bullish. Walmart, the king of retail, proved this at the opening bell, vaulting nearly 10% higher (which, for a company this big, is as huge as its customers). One look at the long-term chart shows what a consistent winner this outfit is.
The Important Shift From QE To QT
We talk a lot about what central banks do at each meeting and the forward projections but the overall trend that was started by the Fed has been a shift toward QT. Chris Tempe and I discuss how this impacts all aspects of the markets, globally, as well as inflation. It seems we will all […]
