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Archives by Year:
A Look At Mortgage REIT ETFs Post Q3 Earnings
Flattening of the yield curve has acted as a headwind for mortgage REITs (mREITs) lately. This is because mortgage REITs borrow money at short-term interest rates and when they buy mortgages, they lend it at rates near the higher long-term rates. But overall, rising rate environment is a negative for the space known for hefty yields. (read: Fed […]
Bear Market Growls As Market Remains Weak
Several months ago, I penned an article about the problems with “passive indexing” and specifically the problem of the “algorithms” that are driving roughly 80% of the trading in the markets. To wit: “When the ‘robot trading algorithms’begin to reverse (selling rallies rather than buying dips), it will not be a slow and methodical process, but rather […]
USD/CAD Forecast November 19-23 – After The Crude Crash, CAD Awaits Data
Dollar/CAD had an interesting week amid ups and mostly downs in oil prices and a changing market mood on trade. What’s next? The inflation and retail sales reports stand out in a double-feature Friday. Here are the highlights and an updated technical analysis for USD/CAD. Reports that Saudi Arabia is willing to cut oil production sent […]
Kansas City Fed Survey: Activity Edged Higher In November
The Kansas City Fed Manufacturing Survey business conditions indicator measures activity in the following states: Colorado, Kansas, Nebraska, Oklahoma, Wyoming, western Missouri, and northern New Mexico. Quarterly data for this indicator dates back to 1995, but monthly data is only available from 2001. Here is an excerpt from the latest report: KANSAS CITY, Mo. –The […]
Passive Investing Madness: 50,000 Stocks Vs 3.7 Million Indexes
There are 3.7 million ways you buy stocks and bonds without owning a single issue outright. Bloomberg reports there were 438,000 New Indexes Created Over the Last Year. Benchmarking giants like S&P Global Inc., MSCI Inc. and the London Stock Exchange Group Plc’s FTSE Russell created 438,000 new indexes over the 12 months through June […]
Week In Review: CStone Pharma, A Suzhou Oncology Company, Files For Hong Kong IPO
Suzhou’s CStone Pharma has filed for a Hong Kong IPO (see story). Founded in 2015, CStone has quickly built a portfolio of 14 oncology candidates. The company says its three core products are IO drugs — PD-1, PD-L1 and CTLA-4 antibodies — which will be paired with other of its assets to offer combination therapies. As […]
Precious Metals Flows In Trusts And Funds
The ebb and flow of the precious metals markets are pictured below.
Dollar Correction To Continue
Sterling was the only major currency to have a worse week than the US dollar. Prime Minister May may have secured the wording for an agreement in principle with the EC and managed to get a majority of the cabinet to support it, but seems increasingly unlikely to pass the last hurdle, Parliament. US President […]
