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Archives by Year:
What Are Seth Klarman’s Plans For Viasat Inc?
Seth Klarman’s Baupost controls more than 23% of Viasat Inc (Nasdaq:VSAT)’s outstanding shares. Baupost has been a decade-long investor in this sleepy stock. Viasat Inc’s shares trade pretty much at the same price they were trading five years ago. This week Seth Klarman filed a 13D and disclosed the following: “Baupost has been granted observer rights […]
EURGBP Weakened Further On Sell-Off, Targets 0.8750 Zone
EURGBP weakened further on sell-off on Friday to end lower for two consecutive weeks. This leaves risk lower in the new week. Support stands at the 0.8750 level where a violation will turn focus to the 0.8700 level. A break will aim at the 0.8650 level. Its daily RSI bearish and pointing lower suggesting further […]
U.S. Construction Spending Remains Upbeat: 3 Fund Choices
The U.S. Commerce Department reported on Oct 1 that domestic construction spending picked up in the month of August. Such an increase was achieved on the back of higher government spending, which touched its highest level since 2009. Further, a steady increase in expenditure on new federal, state and local construction projects made up for […]
US Stocks And Bonds Get Clocked In Tandem
A Surprise Rout in the Bond Market At the time of writing, the stock market is recovering from a fairly steep (by recent standards) intraday sell-off. We have no idea where it will close, but we would argue that even a recovery into the close won’t alter the status of today’s action – it is […]
Stocks And Precious Metals Charts – Golden Week
The Non-Farm Payrolls report came in substantially lower than expected. Stocks were weak today but finished off the lows. Gold and silver were up slightly, and the Dollar was lower. This week was Golden Week in China. It is a holiday, and their presence in the gold markets was absent. Next week they will be […]
Small Caps, Semis Smashed; Homebuilders Hammered Amid Greatest Jobs Data In 49 Years
A big week… Unemployment Rate at 49-year lows US Stocks – worst 2-day drop since May Small Caps, Nasdaq – biggest weekly drop in 7 months Small Caps – biggest 5-week drop since Nov 2016 China (closed) ETF – biggest weekly drop in 7 months Semis – biggest weekly drop in 6 months FANGs – […]
September 2018: ECRI’s WLI Growth Rate Index Improvement Continues But Still Shows Insignificant Growth
ECRI’s WLI Growth Index which forecasts economic growth six months forward again marginally improved but still shows insignificant growth. ECRI also released their inflation index today. Analyst Opinion of the trends of the weekly leading indices The current forecast continues to be for insignificant growth six months from today. Here is this week’s update on […]
Market Talk – Friday, Oct. 5
The draconian fear of rising rates being bad for stocks was flushed through into Asia this morning with all core markets trading heavy. The Nikkei lost nearly 1%, having opened lower it could not find a confident bounce throughout the day. The Yen is treading water around the 114 figure level but looks to be […]
