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FX Daily: European Doves Help The Dollar
The dollar received some support from the dovish surprises by the Swiss National Bank and to a lesser extent the Bank of England yesterday. When adding lingering EU political concerns, DXY may stay bid in the coming days. Today, the focus will be on PMIs across developed economies. The rally in the CEE region has stalled but we see […]
Cloud Stocks: Veeva Addresses Weak Market By Expanding Offerings
The global healthcare cloud computing market is expected to grow 18% annually to reach $320.9 billion by 2034 from $41.1 billion in 2024. The growth in the market is estimated to be driven by the increasing adoption of AI and data analytics in the industry along with the expansion of telehealth and remote monitoring capabilities. Veeva […]
High Dividend 50: Bank Of Marin Bancorp
High-yield stocks pay out dividends that are significantly more than market average dividends. The S&P 500’s current yield is only ~1.2%, so “high-yield” has taken on a new meaning from what it may have been historically.High-yield stocks can be very helpful to shore up income after retirement. A $120,000 investment in stocks with an average […]
Real Interest Rates And Why They Matter
Since the Federal Reserve started raising interest rates, investors have enjoyed higher yields on cash socked away in money market accounts and bonds. Higher yields have created some headwinds for gold as well. Since gold is a non-yielding asset, many people assume they will do better with bonds, or even putting money in a savings […]
Computer Glitch–Brief Commentary
Thanks for your patience. See you tomorrow. Japan: USD reached nearly JPY159.15, highest since late April. US Treasury added Japan to fx watchlist after recent intervention. USD up past six consecutive sessions coming into today. Japanese rhetoric about fx escalates. National CPI headline and core ticked up primarily utilities (electricity and gas). Excluding food and energy, […]
Communication Data Implies Remote Work Is Here To Stay
Image Source: DepositPhotos The chart below, courtesy of @KobeissiLetter on X, depicts downtown cell communication data for several major metropolitan areas as of March 2024. Cell phone activity during working hours is significantly below pre-pandemic levels in almost every major city across the country, including areas with significant population growth. The second chart below, […]
Visa Inc DCF Valuation: Is The Stock Undervalued?
Image Source: DepositPhoto As part of a new series, each week we typically conduct a DCF on one of the companies in our screens. This week we thought we’d take a look at one of the stocks that is not currently in our screens, Visa Inc (V). ProfileVisa is the largest payment processor in the world. […]
Finally, Some Sanity In AI Discourse
Photo by Mika Baumeister on Unsplash If you’ve been hanging out on Twitter (X) recently you might have noticed a post that has been making the rounds.It’s entitled I Will F*cking Piledrive You If You Mention AI Again. And it’s a doozy.The author, Nikhil Suresh, is a data scientist and has written some other exciting posts […]
Ford’s Leap Toward A Level 3 AV
Ford (F) CEO Jim Farley said the company has achieved Level 3 autonomy, which allows cars to handle most driving tasks independently. Drivers in a Level 3 vehicle can take their hands off the wheel and eyes off the road, which is a pretty big leap from the current Level 2 systems. Farley also said […]
The Anxiety Economy
Image Source: DepositPhotos We’re told to stop being so darn negative even as the tsunami of inequality washes away the beach chairs of the bottom 90%. The disconnect between the happy story of the economy is growing healthily, so all is well and the insecurity and stagnation experienced by the bottom 90% of wage earners […]
