Archives by Month:
- January 2025
- December 2024
- November 2024
- October 2024
- September 2024
- August 2024
- July 2024
- June 2024
- May 2024
- April 2024
- March 2024
- January 2024
- December 2023
- November 2023
- October 2023
- August 2023
- July 2023
- June 2023
- May 2023
- February 2023
- January 2023
- December 2022
- November 2022
- October 2022
- September 2022
- August 2022
- July 2022
- June 2022
- May 2022
- April 2022
- March 2022
- February 2022
- January 2022
- December 2021
- November 2021
- October 2021
- September 2021
- August 2021
- July 2021
- June 2021
- May 2021
- April 2021
- March 2021
- February 2021
- January 2021
- December 2020
- November 2020
- October 2020
- September 2020
- August 2020
- July 2020
- June 2020
- May 2020
- April 2020
- March 2020
- February 2020
- January 2020
- December 2019
- December 2018
- November 2018
- October 2018
- September 2018
- August 2018
- July 2018
- June 2018
- May 2018
- April 2018
- March 2018
- February 2018
- January 2018
- December 2017
- November 2017
- October 2017
- September 2017
- August 2017
- July 2017
- June 2017
- May 2017
- April 2017
- March 2017
- February 2017
- January 2017
- December 2016
- November 2016
- October 2016
- September 2016
- July 2016
- June 2016
- April 2016
- March 2016
- February 2016
- January 2016
- December 2015
- November 2015
- October 2015
- September 2015
- August 2015
- July 2015
- June 2015
- May 2015
- April 2015
- March 2015
- February 2015
- January 2015
- December 2014
- November 2014
- October 2014
- September 2014
- August 2014
- July 2014
- June 2014
- May 2014
- April 2014
- March 2014
- February 2014
- January 2014
- December 2013
- November 2013
- October 2013
- September 2013
- August 2013
- July 2013
- June 2013
- May 2013
- April 2013
- March 2013
- February 2013
- January 2013
- November 2012
- October 2012
- August 2012
- July 2012
- June 2012
- May 2012
- April 2012
- March 2012
- February 2012
- January 2012
- December 2011
- November 2011
- October 2011
- September 2011
- August 2011
- July 2011
- June 2011
- May 2011
- April 2011
- March 2011
- February 2011
- January 2011
- December 2010
- November 2010
- October 2010
- September 2010
- August 2010
- July 2010
- June 2010
- May 2010
- April 2010
- March 2010
- February 2010
- January 2010
- December 2009
- November 2009
- October 2009
- September 2009
- August 2009
- June 2009
- April 2009
- February 2009
- December 2008
- November 2008
- October 2008
- August 2008
- June 2008
- May 2008
Archives by Year:
Are Non-Performing Loans Becoming A New Danger For French Banks?
French banks have just published their results for the second quarter, and the media deem them globally “good”. They don’t seem too finicky… We had already discussed the substance matter in a December 2017 article titled “French Banks Are Much More Dangerous than American Banks”. But in this article, I would like to underline the […]
Stocks Reacting Positively To Earnings – Friday, August 10
The second quarter earnings reporting period has actually been the most bearish for stock price reactions throughout history. It’s the only quarter of the year where stocks have historically averaged a decline (-0.09%) on their earnings reaction days going back to 2001. As shown below, though, this Q2 is shaping up very positively. The average […]
Gold Prices In Tug-Of-War Between USD Strength And Safe-Haven Demand
Gold prices are lower for the fifth consecutive week with the precious metal down 0.3% to trade at 1211 ahead of the New York close on Friday. The decline takes price back into key support we’ve been tracking for weeks now and comes amid rising geo-political tensions and as broader equity markets flat-lined. Renewed strength […]
Turkish Lira, Stocks Jump After Jay Sekulow Says “Close To Resolution” On Pastor Brunson
With stocks tumbling into the Friday close following the collapse of the Turkish lira, and with Trump a stickler for no red days especially when he is on vacation, traders were wondering where today’s stick save would come from. We got the answer moments ago when Trump’s attorney – or rather one of many – […]
Middle Class, Beware
In San Francisco, a household now needs an income of $188,000 to afford rent for the average two-bedroom house or apartment with 30% of the household income spent on housing. The problem is that the median income is only $103,801. Housing is 81% out of reach! And this is true across the country as well. It […]
Why Aren’t Widespread Labor Shortages Translating Into Roaring Wage Inflation?
Google “labor shortage” or “wage hikes” and the result is a picture of an overheating economy. Some examples from August 10: 911 Emergency: Call Centers Can’t Find Workers Why Disneyland’s $15-an-hour labor deal is a win for workers everywhere Colorado small businesses seek help with labor shortage Washington growers struggle with labor shortage Now hiring: […]
Emerging Markets: What Changed – Friday, August 10
(from my colleague Dr. Win Thin) Moody’s upgraded Vietnam one notch to Ba3 with stable outlook. The National Bank of Romania delivered a dovish surprise. US State Department announced new sanctions on Russia for its nerve gas attack. Central Bank of Russia said it may reduce its volume of daily FX purchases under the budget […]
E Stock Of The Week: UnitedHealth Group
(Video length 00:05:24) Maybe it’s time to put UnitedHealth Group in your growth portfolio.
Tesla Slides On Report It Is Only Now Approaching Potential LBO Investors
It looks like Elon Musk lied when he said that the “funding was secured.” Assuring that the SEC will have its hands full, Bloomberg reports that only now are Elon Musk and his advisers seeking a wide pool of investors to back a potential take-private of the automaker to avoid concentrating ownership among a few new large […]
BWS Backs Hold On Avid Technology Following Weak Q2 Results
Shares of Avid Technology (AVID) declined on Friday after the company reported quarterly results, reiterated its full-year guidance, and instituted a new cost savings initiative. WHAT’S NEW: After the close last night, Avid Technology reported a second-quarter loss per share of (20c) on revenue of $98.6M, compared to last year’s Q2 results of (26c) and […]
