October 2018 - Page 36 of 262 -

Bespoke Brunch Reads: Oct. 28

Oct 28, 2018 Jeremy Parkinson Finance, No picture 0

Welcome to Bespoke Brunch Reads — a linkfest of the favorite things we read over the past week. The links are mostly market related, but there are some other interesting subjects covered as well. We hope you enjoy the food for thought as a supplement to the research we provide you during the week. Science […]

Kinder Morgan: Still Paying For Broken Promises

Oct 28, 2018 Jeremy Parkinson Finance 0

Broken promises aren’t quickly forgotten. That’s the hard lesson being learned by pipeline company managements, as the sector remains cheap yet out of favor. Kinder Morgan (KMI) reported good earnings on October 17th. Volumes were up, and they sold their Trans Mountain Pipeline (TMX), including its expansion project, to the Canadian Federal government. TMX is […]

EURUSD Vulnerable To The Downside But With Caution

Oct 28, 2018 Jeremy Parkinson Finance 0

EURUSD bear pressure continues to build up but with caution.With a higher close on Friday, the risk of price extension is likely. Support lies at the 1.1350 level where a violation will aim at the 1.1300 level. A break below here will aim at the 1.1250 level. Further down, support lies at the 1.1200. Its […]

CoT: How Hedge Funds Are Positioned For The Week

Oct 28, 2018 Jeremy Parkinson Finance 0

Following futures positions of non-commercials are as of October 23, 2018. 10-year note: Currently net short 544k, down 71.9k. The 10-year Treasury rate (3.08 percent) shed 12 basis points this week – now down 17 basis points from the intraday high of 3.25 percent reached on October 5, which was the highest since May 2011. These […]

Investors Need To Prepare For The End Of “Business As Usual”

Oct 28, 2018 Jeremy Parkinson Finance 0

Companies and investors are starting to finalise their plans for the coming year. Many are assuming that the global economy will grow by 3% – 3.5%, and are setting targets on the basis of “business as usual”. This has been a reasonable assumption for the past 25 years, as the chart confirms for the US […]

E Pipeline Capacity Problems Are Costing Canadian Oil Producers Dearly

Oct 28, 2018 Jeremy Parkinson Finance, No picture 0

“The lack of pipeline capacity is costing Canada dearly. Because shipments of heavy oil (via pipelines and rail) cannot keep up with production, inventories are rising and hence depressing prices of Western Canada Select (WCS). As today’s Hot Chart shows, the spread between WCS and WTI averaged roughly US$30/barrel in September, the highest since 2013.” […]

The Finanser’s Week: 22nd October – 28th October 2018

Oct 28, 2018 Jeremy Parkinson Finance, No picture 0

The main blog headlines are … Technosocialism? As if … Someone told me I should start a travel blog, as I fly more than most pigeons do. True. But I’m not sure my travel blog would be read so much. However, it does make me reflect on travel and money. Some countries are still reliant […]

E Market Briefing For Monday, Oct. 29

Oct 28, 2018 Jeremy Parkinson Finance 0

‘Price Discovery’ amidst more sober assessments of forward prospects is on the surface what this overall market decline is described fundamentally as being about. In reality this ‘exploration’ about valuation has been ongoing since the ‘end’ of the Trump-victory rally as nailed back in late January. And its approached was telegraphed by a clear monetary policy […]

Stock Analysis Iron Mountain

Oct 28, 2018 Jeremy Parkinson Finance, No picture 0

Hey everyone the winner of the last weeks’ stock poll is Iron Mountain (IRM). It seems that the company is at the moment, one of the favorites in the dividend investing community. So let’s have a closer look at it and see if it is worth an investment. Company Overview The company provides information protection […]

Growth Trends And Final Sales To Private Domestic Purchasers

Oct 28, 2018 Jeremy Parkinson Finance, No picture 0

Matt O’Brien had a good piece on Friday’s GDP numbers noting that we are not seeing the investment boom promised by promoters of the tax cut. However he argued that growth was likely to remain close to 3.0 percent based on the 3.1 percent growth rate reported in final sales to private domestic purchasers. In […]