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Archives by Year:
Investing In 2024 And Beyond
Image Source: PexelsIn this week’s video, we’ll cover numerous shifts that will impact investing and portfolio construction for years to come. Following the monthly labor report (NFP), the S&P 500 printed a new high for 2023. Numerous macro fundamental factors have shifted in recent years, telling us it is important to adjust to the new world of investing.Video […]
Yes, Google Cheated
Image Source: PixabaySurprising revelations emerged about Google’s (GOOGL) Gemini AI demonstration, which was not a live interaction as initially perceived.Originally thought to be showcasing real-time capabilities, the demo was instead a curated sequence of text prompts and still images.Revealed details indicate that the interactions in the video required specific, pre-formulated prompts, contradicting the impression of spontaneity.Recognizing […]
Stuck In The Middle With SPU
Image Source: Unsplash-Low VIX but high volatility? -isn’t good jobs bad ? -Risky Business and the FED -Triple witching and the /ES roll -Dollar and bonds have reversed -C, GOOGL, LULUSPX Expected Move – -last week – 57.36 (5-day expected move) -next week – 64.66 (5-day expected move)Video Length: 00:22:30More By This Author:Santa Claus Rally Cancelled?Can […]
Stocks And Precious Metals Charts – When Truth Is An Enemy Of The State – ‘Pivot Party’
There was an interesting divergence, almost schizoid in its magnitude, in the markets today.The Non-Farm Payrolls report came in much more strongly than expected.And because of this interest rates rose, the Dollar strengthened, and the precious metals were hit hard.But at the same time risk assets like stocks rallied, after an initial plunge, and the […]
Current Analysis: Imperial Brands
Image Source: DepositPhotosImperial Brands (IMBBY) is the world’s fourth-largest Tobacco company (excluding China National Tobacco) with total fiscal 2023 volume of 198 billion cigarettes sold in more than 160 countries.The firm holds a leading global position in the fine-cut tobacco and hand-rolling paper categories, and it has a logistics platform in Western Europe, named Altadis.Through […]
U.S. New Jobs Hike In November, Unemployment Rate Falls
The U.S. Jobs Data for November showed signs of encouragement, with 199,000 new job creations during the month. The jobless rate was 3.7%, 200 basis points below the predicted 3.9%, as the labor force participation rate increased.The numbers for nonfarm, seasonally adjusted jobs beat the of 190,000 new jobs Dow Jones estimate for the period. Healthcare […]
Business Cycle Indicators With November Employment
With nonfarm payroll employment in November released (+199K vs. +180K consensus), we have the following picture of business cycle indicators followed by the NBER BCDC (plus monthly GDP). The employment series below incorporates the preliminary benchmark revision. Figure 1: Nonfarm Payroll employment incorporating preliminary benchmark (bold dark blue), implied level using Bloomberg consensus as of 12/4 […]
US Bank Deposit Outflows Continue To Surge As Regional ‘Stress’ Accelerates
Yesterday we found out that inflows to money-market funds continue to be huge ($290BN in six weeks), and more importantly, regional banks’ usage of The Fed’s BTFP bailout facility surged to a new record high (even as regional banks surged…Source: BloombergAnd so, with that s*tshow in mind, we await the glorious manipulation of The Fed’s bank deposits […]
A Managed Futures ETF For Investing In Bitcoin
Image Source: PixabayBack on May 7th, 30 professional forecasting agencies and experts (see here) forecast that Bitcoin would appreciate by 85.6%, on average, between then and the end of 2023 (i.e. from $28,890 to $40,079). As of yesterday, with 3 weeks to go before year end, their average forecast was surpassed with Bitcoin closing out the […]
Crude Oil Sees A Bounce On Friday, Still Set For Another Down Week With WTI Below $72
Crude Oil markets are seeing a moderate recovery on Friday with West Texas Intermediate (WTI) climbing two percent on the day, but pressured oil markets are still set for a seventh straight week of declines.The Organization of the Petroleum Exporting Countries (OPEC) scrambled to solidify a group-wide agreement on production cuts after member states came […]
