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Archives by Year:
Sister Semiconductor Surges And Shines
The EconomyLast Friday morning we received the February jobs report. Job growth once again smashed expectations, but unemployment jumped to 3.9% due to recent corporate layoffs. It is interesting to note that much of the job growth is due to Government hiring and people seeking a second or even third job and being counted twice/three […]
China Plans $27BN Big Fund To Counter US Tech War
China is preparing to raise billions of dollars for its largest-ever semiconductor fund, aiming to fast-track the advancement of cutting-edge technologies in response to Washington’s worsening trade and tech war. Pexels According to Bloomberg, China’s National Integrated Circuit Industry Investment Fund is pooling capital from local governments, their investment arms, and state-owned enterprises. Sources familiar with the situation […]
Why The Survival And Dominance Of Car Manufacturers Is Far From Certain
I am going to share with you excerpts from a research paper I wrote in 2018 about Tesla and electrical vehicles (EVs), which I have turned into a small book for reader convenience (it is available for free, here). I want to share these essays with you today because we are at a pivotal moment […]
GOLD: Trading Strategy Today, XAUUSD Analysis And Forecast
More By This Author:NZDUSD Analysis & NZDUSD Price Prediction Forecast USDX Index Analysis Today, US Dollar Index & USDX Dollar Forecast USDJPY Daily Analysis And Price Prediction Forecast
Betting On A Short Squeeze As Investment Strategy
Academic research, including the studies “Do Investors Overpay for Stocks with Lottery-like Payoffs? An Examination of the Returns on OTC Stocks,” “Lottery Preference and Anomalies” and “Do the Rich Gamble in the Stock Market? Low Risk Anomalies and Wealthy Households,” has found that there are investors who have a “taste,” or preference, for lottery-like investments […]
GenAI Is A Skills Amplifier, Not A Skills Democratizer
Illustration created using ChatGPT for Teams with the prompt “Use DALL-E to create and image for the blog post ‘GenAI is a Skills Amplifier, Not a Skills Democratizer.’ Aspect ratio 16:9” I’m at SXSW this week and the event is simply magical. It is awesome to be with so many talented, brilliant, creative people. As […]
Gold Flies To Fresh All-Time Highs
Pixabay With The Gold Update now in its 16th calendar year and price having just made a series of marginal fresh All-Time Highs these past three trading days (2161 Wednesday, 2172 Thursday, 2203 Friday), on the surface we deem this as a somewhat exciting event, Gold having then settled out the past week yesterday at 2186. However: […]
Weekly Commentary: Q4 2023 Z.1: Bubble Confirmation
Image Source: DepositPhotos The Federal Reserve’s “Financial Accounts of the United States – Z.1” – where the rubber meets the road. Our quarterly read on systemic monetary (in)stability. Often concerning, but always refreshing: no Wall Street spin or BS – just 190 pages of data. And like booming securities markets and conspicuous speculative excess, Fed […]
Silver Is Also A Precious Metal
Not the first time I have given readers this list of leading indicators to watch for a potential rise in inflation: Silver-and if it can begin to outperform gold Oil, if spikes over $80 a barrel Sugar, if even with increased production begins to move up back over 23 cents a pound The dollar if […]
Monetary Policy Rates Around The World
Some important charts from around the world. Source: Eurofi. Source: Eurofi. Summary: Source: Dallas Fed DGEI. CFR Monetary Policy Tracker shows whether policy is tightening or loosening in February. Source: CFR. On a related note, here’s 2s10s term spreads around the world. Source: Worldgovernmentbonds.com.More By This Author:Does The Fed Deserve Credit For The Disinflation? Market Expectations On Fed Funds, Spreads, Inflation […]
