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Archives by Year:
How To Give Thanks Like Socrates
Ordinary ideals of Americana range as far and wide as the North American continent. The valued conviction of one American vastly differs from that of another. For example, someone from the Mid-Atlantic may have little connection with someone from the Midwest. Their connection with Cascadia may be even less. Next door neighbors often find their […]
Fed Finally Blinks
The other day Stock Board Asset Macro Research’s Alastair Williamson tweeted the following chart with the accompanying comment, “The entire world is burning, and America is holding on by a thread.“ It’s a great table for it shows that both bonds and stocks around the world have suffered this year with almost no financial asset […]
An Economist Chews Over Thanksgiving Holiday
As Thanksgiving preparations arrive, I naturally find my thoughts veering to the evolution of demand for turkey, technological change in turkey production, market concentration in the turkey industry, and price indexes for a classic Thanksgiving dinner. Not that there’s anything wrong with that. [Note: This is an updated and amended version of a post that […]
Thanksgiving For Proper Gold Stock Fundamentals
All through the bear market hopeful rationalizations were served up for a bullish case on the gold miners. All through the bear market we warned people not to eat that rotten turkey! China demand, the China and India “love trade”, cyclical inflation driving up the prices of commodities and resources and the classic… economic growth in […]
Can The Housing Sector Overcome Affordability Concerns?
In October, existing-home sales registered the first increase in six months, providing a glimmer of hope to the beleaguered housing sector. Buyers have been plagued by affordability concerns for some time now as mortgage rates rise and wages struggle to keep pace with rising home prices. Meanwhile, tariffs have pushed up raw material costs even […]
Turkish Lira Strengthens Boosted By Low Crude Oil Prices
A few months ago, Turkey was in trouble. The country had just gotten into a conflict with the United States, a fellow NATO member. The conflict was mostly because of the country’s jailing of an American pastor. This led to a sharp decline in the Turkish Lira. Things were compounded with the increased Turkish debt […]
E Markets: Stuffed
Thanksgiving holiday in the US comes but once a year but the practice of being thankful should be a daily routine. Markets today are not practicing such and the feeling of being stuffed with food, drink and too much news hangs over any joy from yesterday’s bounce. There is a bit of respite from the […]
Top 5 Charts Of The Week – Thursday, Nov. 22
This week we look at the following charts and themes: An alternative measure of volatility – the rolling 12-month count of moves exceeding 1% is on the rise Global equity implied volatility – we have seen a cyclical bottom in volatility, welcome to higher volatility Credit risk vs equity risk pricing – it also looks […]
Sensex Ends 218 Points Lower; Metal And Telecom Stocks Witness Selling
Share markets in India witnessed selling pressure during closing hours and ended their trading session on a negative note. Sectoral indices ended on a negative note with stocks in the metal sector and telecom sector witnessing most of the selling pressure. At the closing bell, the BSE Sensex stood lower by 218 points (down 0.6%) and the NSE Nifty closed down by 73 points […]
What’s To Be Thankful For?
Some of you may recall last year that there was a slew of articles and blogs when bitcoin was near peak FOMO about how to handle crypto discussions at Thanksgiving dinner. Well, there doesn’t seem to be any such articles this year. In fact, some are even advising to avoid the topic entirely. It’s a shame too. […]
