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Archives by Year:
The Top 10 PE10 – Updated (Global Equity Valuations)
With the global equity market correction spreading from Emerging Markets and Europe finally over to America too, it’s tempting to ask (given the move in valuations): are global equities cheap yet? …and which countries are the cheapest? In this article we provide an update to the “top 10 PE10” series, providing an insight into global […]
Consumers Still Confident
Despite turmoil in the stock market this month, US consumers remain optimistic. In the Conference Board’s read of consumer sentiment for the month of October, the headline index came in higher than expected, rising from 135.3 (revised from initial reading of 138.4) to 137.9 compared to expectations for a reading of 135.9. As shown in […]
Beyond Bitcoin And ICOs: The Future Of Blockchain
Bitcoin may or may not be in the future, but Blockchain surely will be. The next applications will be more legitimate. In response to First US Real Estate Transaction in Blockchain: What’s Next? I received an interesting email from William Entriken. He is working on the Ethereum project. The project involves standardizing the process of transacting real […]
E Third World Populism
Today three leading emerging markets are in focus over political and populist moves threatening their economies. First, Mexico’s President-elect Lopez Obrador allowed an open-list all-comers referendum to veto a new airport for Mexico City, which needs one. There are environmental issues but the main reason people voted against the half-completed site was NIMBY, a phenomenon […]
Home Ownership Rate: Up 0.8% YoY In Q3
Over the last decade, the general trend has been consistent: The rate of home ownership continues to struggle. The Census Bureau has now released its latest quarterly report with data through Q3 2018. The seasonally adjusted rate for Q3 is 64.4 percent, unchanged from Q2. The nonseasonally adjusted Q3 number is 64.4 percent, up fractionally […]
Hedge Fund Meltdown Accelerates, And There Is No End In Sight
It’s already been an abysmal month for hedge funds, as the Goldman Hedge Fund VIP Index clearly demonstrates… … having just suffered its worst month on record… … and with every passing day, it’s only getting worse as hedge funds, forced to deleverage in this chaotic market, are unable to pick a correct side of […]
Bitcoin: Bears Have Broken Their Silence, Will Bulls Fight Back?
Bitcoin and other cryptocurrencies were stuck from around two weeks of very little movement. The dearth in action ended and with a victory for the bears. The BTC/USD dropped to the downside. What’s next? Bulls have a clear level of resistance to overcome. The Technical Confluence Indicator shows that the digital currency is trading around the pivotal […]
The Housing Affordability Crisis
This morning both the Case-Shiller House Price Indexes for September and Third Quarter Median Asking Rent were reported, as was the rental vacancy rate. Together they reveal that all types of shelter costs, whether housing or apartments, are at or near record levels. The Case Shiller 20 City index was reported up 5.5% YoY, and […]
Nasdaq Reached Major Support
Yesterday, the Nasdaq got clobbered so hard that it did something it hasn’t done in years: it tagged its long-term supporting trendline. This line goes back to March 6, 2009, when this idiotic bull market started. This is a “glass half-full/glass-half-empty” kind of situation. On the one hand, bulls could get excited by this event, claiming – quite plausibly! – that this […]
