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Archives by Year:
Ethereum ETFs to launch July 23, Bloomberg analyst says
Key Takeaways Ethereum ETFs are scheduled to begin trading on July 23, as reported by Bloomberg analyst. Bitwise CIO projects $15 billion in inflows for Ethereum ETFs by the end of 2025. The starting date for spot Ethereum exchange-traded fund (ETF) trading in the US is July 23rd, according to Bloomberg ETF analyst Eric Balchunas. […]
Biden’s Election Troubles And The Market Implications
As many of you are no doubt aware by now, France’s left-wing New Popular Front alliance thwarted Marine Le Pen’s National Rally party in a stunning upset, leaving the country without a clear majority in parliament. President Emmanuel Macron’s call for parties to form a governing alliance reflects the profound uncertainty gripping the country. In […]
Tesla’s Valuation Fountain Of Youth
Aswath Damodaran writes about what he calls the corporate life cycle.[1] He illustrates the life cycle with the graphic as shown below.From a valuation perspective, Damodaran’s corporate life cycle can be broken down as follows. In the first part, Stage 1 and Stage 2, the company has no meaningful earnings and limited revenue. As a […]
Solana Name Service unveils major rebrand: A new era for .sol domains
The Solana Name Service (SNS), formerly known as Bonfida, has embarked on a new chapter with a strategic rebrand aimed at redefining digital identities on the Solana blockchain. This transition marks a significant shift in decentralized identity management and highlights the project’s growing influence in the Web3 space.Launched three years ago by a team of […]
Current Analysis: CompuGroup Medical
Image Source: Unsplash CompuGroup Medical SE & Co KgaA (CMPVF) provides electronic health solutions to healthcare providers through four segments: (1) Ambulatory information systems, (2) Pharmacy information systems, (3)Hospital information systems, and (4) Consumer and Health Management Information Systems.The Ambulatory information systems segment contributes to the majority of revenue and provides practice management software and electronic […]
The Inverted Treasury Yield Curve: We Are In Uncharted Territory
We passed a significant anniversary last week: the spread for the 10-year minus 2-year Treasury has been inverted for over 2 years (blue in the graph below). The 2-year minus 3-month Treasury spread has also been inverted for 20 months (red): Why is this significant? Because neither spread has been inverted for as long as […]
Softs Report – Monday, July 15
COTTON General Comments: Cotton was a little higher last week in range trading as Hurricane Beryl is part of the past and as the USDA WASDE reports released on Friday produced no bearish surprises. USDA increased production estimates by one million bales and left the demand side untouched for an increase in US ending stocks […]
PolitiFi tokens surge in popularity as US elections approach; Trump meme coins see higher returns
Key Takeaways MAGA token surged 51% after Trump’s shooting, reflecting increased crypto speculation on US elections. VanEck’s SOL ETF filing is viewed as a bet on the presidential election outcome. Crypto traders are increasingly using PolitiFi tokens to speculate on the US presidential campaign, with tokens linked to former president Donald Trump seeing significant price […]
China GDP News, And A View On Chinese Medicine
China q/q and y/y GDP below consensus, +0.7% vs +1.1% cons,+4.7%vs. +5.1% cons (Bloomberg).Here’re q/q (not annualized) rates: Source: NBS via TradingEconomics.com.From Bloomberg: Gross domestic product expanded 4.7% in the second quarter from the same period a year earlier, weaker than all except one of 28 estimates in a Bloomberg survey of economists. Retail sales rose […]
Resilience. Manic Metals Report
The US stock market in the dollar is showing resilience in the aftermath of the assassination attempt on President Donald Trump. The market is pricing in the increasing likelihood of a return to President Donald Trump to the presidency, assuming that somebody doesn’t kill him before he gets there. Gold prices were expected to put […]
