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Archives by Year:
US Dollar Recovers Despite Cooling Labor Market Signals
Image Source: Pixabay US Dollar recovers ground after mixed August Nonfarm Payrolls data. Fed official downplayed discussions of a larger rate cut in September than 25 bps. Markets are seeing 40% odds of a 50 bps cut in the next Fed meeting. The US Dollar Index (DXY), a measure of the US Dollar against a basket of six […]
Net Lease REIT Sector Update
Image Source: UnsplashThis article took a bit longer to prepare. I was trying to find an answer for precisely where I went wrong.I did some extensive research on the net lease REITs while setting targets before. The thesis looked great. It was built on solid accounting. Despite the research, National Retail Properties (NNN) significantly outperformed my expectations. […]
The Yield Curve Has Steepened Again – Now What?
Image Source: PexelsWell, one of the most significant macroeconomic developments in the past couple of years just unfolded. I’m talking about the “re-steepening” of the yield curve.A couple of years back, there was a fair bit of hysteria in the market when the curve inverted. That is, the 10-year Treasury yield began offering less return than […]
SingularityNET, Fetch.ai, and Ocean Protocol launch FET token on Cardano
Key Takeaways The ASI Alliance has launched the FET token on Cardano to promote a decentralized AI ecosystem. Enhanced tools like a direct migration tool and an Ethereum-Cardano bridge are set to improve FET’s liquidity and accessibility. Share this article SingularityNET, Fetch.ai, and Ocean Protocol, under the Artificial Superintelligence (ASI) Alliance, have officially deployed the […]
Was It Just A Bounce From The August Mini-Crash?
Image Source: PixabayTwo things we know. September is the worst month of the year from a seasonal perspective. And September to mid-October is seasonally weak in election years. Two weeks ago I mentioned that if the Nasdaq 100 and semiconductors were about to fail, it was going to get ugly in the short-term.I think it’s safe […]
Gold-Back ETFs Report Net Gold Inflows For The Fourth Straight Month
By Mike Maharrey, Money Metals ExchangeFor the fourth straight month, gold-backed ETFs increased their net gold holdings. Funds in every region reported net inflows of gold with Western funds leading the way.Globally, gold-backed ETFs added 28.5 tons of gold to their holdings in August.Due to a combination of rising gold prices and inflows of metal, […]
The Signs Are Clear, We Are Closing In On The End Game
Image Source: UnsplashFirst Dollar General crashes, then Dollar Tree, now the price of diamonds.The labor market is seizing up, job openings are down, layoff have surged, and the unemployment rate is ticking higher. The next (and Rafi Farber believes final) bust is only months away now, and it will coincide with a plumbing problem deep in […]
Payroll Report: Manufacturing Sheds 24,000 Jobs, Government Adds 24,000, Big Negative Revisions
Image Source: PexelsOther than a small 0.1 percent improvement in the unemployment rate, this was a very poor jobs report with private payrolls only +74,000.Data from the BLS, chart by MishJobs vs EmploymentFrom September 2020 through early 2022, nonfarm payroll job gains and full time employment changes tracked together.Starting around March of 2022, a divergence between […]
Invest In Starbucks Now? – Not A Chance
Image Source: UnsplashStarbucks’ (SBUX) investors have been rewarded with an annual rate of return in the upper teens if shares were acquired at the end of August 1995 and never sold. It is a very different story if shares were acquired at the end of August. 2005 – annual rate of return drops to the low […]
Stablecoin supply reaches $162 billion amid rising institutional demand and liquidity hunt
Key Takeaways Stablecoin supply grew by 3% in August, reaching $162.1 billion despite crypto market downturn. Tether (USDT) leads the stablecoin market with a $119 billion market cap, followed by USDC at $33.5 billion. Share this article The stablecoin supply is at $162.1 billion following a $4.7 billion rise in August, which represents a 3% […]
