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Archives by Year:
The Opportunities Ahead For Energy Plays
Josef Schachter, Founder of The Schachter Energy Report joins me today to share his outlook on the overall energy sector. We follow up on our prior call where Josef said we would see the overall sector pullback after the summer driving season. He backs up these comments with updated data on inventories investors positioning. We […]
2 Year Yield Hits 2.7% For The First Time This Cycle
2 Year Yield – Treasury Yields Soar In the 2 Year Yield, The treasury market reacted to the jobs report which I will review later in this article. The 10-year yield increased 7 basis points to 2.94%. The 2-year yield increased 7 basis points to 2.7% which is the highest yield this cycle. The curve stayed […]
This Self-Made Billionaire Reminds Americans That Only Capitalism Creates Wealth
“Capitalism works” is how Ken Langone, billionaire co-founder of Home Depot, opens his new book, I Love Capitalism!: An American Story. “Let me say it again: It works! And—I’m living proof—it can work for anybody and everybody…. Show me where the silver spoon was in my mouth. I’ve got to argue profoundly and passionately: […]
Alibaba Slides As Chairman Jack Ma Announces Retirement Plan
Shares of Alibaba (BABA) are under pressure this morning after chairman Jack Ma announced he will step down in September 2019, with CEO Daniel Zhang taking over as chairman of the board. Commenting on the news, Jefferies analyst Karen Chan told investors that the 12-month timeframe of Ma’s succession plan should enable a smooth transition […]
5 Dividend ETFs Worth Buying Now
After peaking at the end of last month, the S&P 500 and the Nasdaq Composite Index logged in the fourth straight day of decline last week with the latter registering the worst start to September since 2008. The sluggish trading was driven by a steep sell-off in the tech sector and Trump’s new tariff threat. […]
Emerging Markets In Bear Market Territory
Things have been so bad for emerging market equities of late that the MSCI Emerging Market index has now declined over 20% from its January high on both an intraday and closing basis. That officially puts the index in bear market territory. What’s particularly noteworthy about the current bear market for EM is that even […]
Iphone Prices Would Jump If Apple Moved Assembly To US As Trump Wants: How Much?
Trump tweeted Apple should manufacture its products in the U.S. to avoid his proposed tariffs. But what about price? Consider Tump’s absurd view of the world. Apple prices may increase because of the massive Tariffs we may be imposing on China – but there is an easy solution where there would be ZERO tax, and […]
The Ratio Of Part-Time Employed: August 2018
Let’s take a close look at the latest employment report numbers on Full and Part-Time Employment. Buried near the bottom of Table A-9 of the government’s Employment Situation Summary are the numbers for Full- and Part-Time Workers, with 35-or-more hours as the arbitrary divide between the two categories. The source is the monthly Current Population Survey (CPS) […]
How To Trade Double Calendars And Double Diagonals On GS
With both double calendars and double diagonals, traders sell front month options and buyback month options. They are both essentially volatility plays in that they are long Vega, but there is an added complexity in that we are trading two different expiry months on the volatility curve. Being short the front-month options, we want front […]
Scenes From The August Jobs Report
1. The strong trend of people entering the jobs market and getting jobs remains intact. Here’s a nice graph put together by Kevin Drum at Mother Jones showing both a linear and curvilinear trend line (which are nearly identical) (red) with the prime age employment to population ratio (blue): The trend is intact and quite […]
