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Archives by Year:
This Is How AI Destroys A Company
Image Source: UnsplashI give unto you LivePerson (LPSN), which might as well make buggy whips:More By This Author:Utilities On Deck TSLA DownshiftRight Answer, Wrong Result
Construction Spending Still Rising
Image Source: PexelsIt is hard to have a recession of any significance with this number continually rising“Davidson” submits: Although Jan’s numbers appears as small dip vs Dec, there were revisions higher in prior months. The trend remains strong with manufacturing construction remaining the strongest subtrend as companies reshore supply lines. I think the chart speaks for […]
One Year Since The Meltdown At Silicon Valley Bank: Commercial Real Estate And Ongoing Threats
Image Source: Pexels One year ago in March 2023, Silicon Valley Bank melted down, quickly followed by similar meltdowns at Signature Bank and First Republic Bank. Measured by the nominal size of bank assets, these were three of the biggest four US bank failures in history. (The failure of Washington Mutual Bank in 2008 remains the […]
Stocks And Precious Metals Charts – Creatures Of The Plutocracy
Image Source: UnsplashThe Consumer Price Index came in higher than forecast this morning, but the details of the composition of the number suggest it was ‘warm’ rather than ‘hot.’So stocks rallied back hard into the close.Did I mention that there is a stock option expiration on Friday.Gold and silver got nailed, because it was a risk on rally […]
Asia Open: It Could Have Been Worse
Image Source: Unsplash Despite February’s hotter-than-expected inflation data, investors’ expectations for rate cuts this year remained on track, which buoyed stocks on Tuesday.The consumer-price index rose 3.2% in February compared to a year earlier, surpassing economists’ expectations of 3.1%. Core inflation, which excludes volatile food and energy costs, also exceeded projections.January’s inflation reading had already been […]
Rising Oil Prices: Economic Boon Or Global Doom?
Image Source: Pixabay Join us in a riveting discussion with Josh Young of Bison Interests and host Jimmy Connor, diving deep into the volatile world of oil prices and their broader economic implications. From geopolitical tensions to investment strategies, uncover essential insights into navigating the current energy crisis. Discover how these shifts could affect your portfolio […]
Inflation In February 2024
Core CPI surprises (0.4% vs. 0.3% m/m) on the upside, while headline at consensus.Figure 1: CPI headline instantaneous inflation (a=4,T=12) (black), core (sky blue), supercore month-on-month (green), mean month-on-month (red). Instantaneous inflation per Eeckhout (2023). Source: BLS, Dallas Fed via FRED, BLS, and author’s calculations. Recall the CPI inflation is on average (pre-pandemic) about half a percentage point […]
Stocks Rally Despite, Higher Rates And Hotter CPI
Image Source: Pixabay As mentioned yesterday, it seemed pretty clear that stocks were likely to rally today. Given how high the shorter-dated implied volatility levels got yesterday, on the VIX 1-day, that measure crashed back to 11 from around 19 today. That is pretty much what gave stocks the momentum needed at the start of the […]
Rates Spark: Curbing The Lower Rates Enthusiasm
The ECB’s operational framework review will likely propose a demand-driven model with a structural bond portfolio. Wednesday will feature on this. In the background, the January pop in inflation has extended to February. Not great for rate cut bulls, although we’re impressed with the implied resilience to the June rate cut discount.Image Source: Pixabay Three elements will […]
XRP For Boomers
According to data, XRP saw a significant 15% spike in its price over the last 24 hours.The price gain was met with a more than 250% growth in its daily trading volume.Could this recent rally rest solely on Bitcoin’s rally?Some fundamentals.Ripple is a payment settlement system and currency exchange network.In a transaction between 2 parties, […]
