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Archives by Year:
With Trade Deficits Soaring: Who Will Buy US Treasuries?
“Will there be a mismatch between what the U.S. wants to sell (Treasuries) and what the world wants to buy?” Brad Setser asks the above question in his “Follow the Money” post How Will the U.S. Fund its Twin Deficits? In the past few years, the U.S. Treasury has needed to, on net, raise about three […]
3 Amigos Of The Macro, Updated
You thought I was done with the Amigos shtick, did you? Not by a long shot ma’am. They are the happy-go-lucky riders in play as the stock bull market churns on. They are the rising SPX/Gold ratio and stocks in general vs. gold (Amigo #1), rising US 10yr & 30yr yields (Amigo #2) and the […]
BTC/USD Technical Outlook: Bitcoin Prices Vulnerable To Deeper Losses
Bitcoin prices failed to break through the February highs with the breakdown now risking a deeper correction in the cryptocurrency. It’s important to note that the entire decline off the 2017 highs remains within the confines of the broader uptrend and although prices remain vulnerable for further losses near-term, the sell-off should ultimately offer more […]
Winners And Losers From Global Trade
In a grand effort to change the subject of the political discussion from Russia to something else, President Trump fired the opening shots in a new trade war. Not content to destroy the solar industry by adding costs without adding supply to solar panels, or making South Korean washing machines more expensive without making American […]
Track Sector Rotation For Better Returns
There are several decisions that must be made prior to entering a trade or investment. One must first decide what to invest in. Then the choice of when to invest comes and finally where to exactly enter. Most people decide what to invest in due to a recommendation from a broker, a friend, or even […]
Tesla Shares Slides After Sudden Departure Of Accounting Chief
It appears Elon Musk and his company’s management dug deep in their emotional baggage to write the press release explaining the sudden departure of their chief accounting officer… On March 7, 2018, Eric Branderiz left Tesla for personal reasons. Tesla appreciates Eric’s service to the company. And for now shareholders appear a little nervous…
Global Blood Therapeutics Announces Proposed Public Offering Of Common Stock
SOUTH SAN FRANCISCO, Calif., March 08, 2018 (GLOBE NEWSWIRE) — Global Blood Therapeutics, Inc. (GBT) (Nasdaq:GBT), a clinical-stage biopharmaceutical company dedicated to discovering, developing and commercializing novel therapeutics to treat grievous blood-based disorders with significant unmet need, today announced a registered offering of 3,500,000 shares of its common stock.The offering is expected to close on or […]
EC Predictable Non-Residual Seasonality
Our contention behind “residual seasonality” has always been that there is no residual but to some extent an understandable and easily explainable seasonal issue. Each Q1 appears to be unusually weak because, well, it is unusually weak. The reason is simply Christmas. Americans splurge for the holiday and then spend the first several months of […]
The Fed Giveth, And The Fed Taketh Away
Stocks continue to move higher with an important jobs report coming out Friday morning. Video Length: 00:09:00
Stocks And Precious Metals Charts – It’s All Right
We had about 15″ of heavy snow yesterday, in a remarkably short period of time, maybe five hours or so. It was a bit much given that very windy nor’easter from last week. So between cleaning up even more fallen branches, a small tree or two, and a very snow laden driveway, I am feeling […]
