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Archives by Year:
Disney And Nike: Key Lessons In Valuation And Risk Management
Image Source: Pixabay Being a value investor at its core really is about taking advantage of the opportunities that investing in equities or common stocks can give you, but doing it at a very controlled level of risk. That’s really what value investing is all about. About three years ago Chuck Carnevale, Co-Founder of FAST Graphs, […]
CPI Report Summary
First, a review: last month, August’s report missed higher. But the miss was mostly due to the quirky jump in Owners’ Equivalent Rent. Outside of that, CPI had been okay – not great, but moving in the right direction. The Fed eased 50bps anyway (at the time I said the miss in CPI wouldn’t deter […]
China Is Bailing Out Their Entire Banking System
Image Source: Unsplash While everyone – especially in Chinese and China-related stocks – get caught up in last month’s “stimulus” frenzy, the overlooked the only real news that came out of it. Very quietly, the country’s top bank regulator just casually mentioned the government was gathering a trillion yuan to “recapitalize” China’s biggest six banks. Yeah. […]
Bears Head To Hibernation Early
The latest sentiment data from the American Association of Individual Investors was published today. The release indicated the percentage of respondents with a bullish outlook for equities over the next six months ticked up to 49% versus 45.5% previously. While sentiment was more elevated only two weeks ago and was above 50% three weeks ago, this week’s […]
Bitcoin drops below $59K as Fed might pause rate cuts in November
Key Takeaways Bitcoin’s price fell below $59K after Fed’s rate cut pause hint. US inflation rose slightly above expectations in September. Share this article Bitcoin’s price fell below $59,000 on Thursday, slipping 4% in the past 24 hours, following remarks from Raphael Bostic, Atlanta Fed President, suggesting a potential pause in November rate cuts.Bitcoin price […]
CPI Good News On Shelter And Energy But Food Jumps
Data from BLS, chart by MishThe BLS reports the Consumer Price Index rose 0.2 percent in September CPI Month-Over-Month Details The Consumer Price Index for All Urban Consumers (CPI-U) increased 0.2 percent on a seasonally adjusted basis. The index for shelter rose 0.2 percent in September. But rent of primary residence rose 0.3 percent and owners’ equivalent […]
Gold Bugs Index Testing Long-Term Breakout Level
Image Source: Pixabay The precious metals rally appears to have reached an important juncture.Yesterday I wrote about Silver and a potential inflection point. Today, we turn to the gold miners and the all-important Gold Bugs Index (HUI).Above is a “monthly” chart of HUI. Here we can see that the Gold Bugs Index has reached an important confluence of […]
Gold Price To Decline Based On Bond Yield Moves
Image Source: Unsplash Never question the authority. It doesn’t know either. The bond yields are declining, so gold must be going up – that is what we are hearing and reading over and over again.On numerous occasions, I emphasized that gold is most likely to move in the opposite to real yields, not nominal ones, but the […]
SEC charges Cumberland DRW for operating as unregistered crypto dealer
Key Takeaways Cumberland DRW allegedly operated without SEC registration in crypto transactions worth over $2 billion. The SEC’s lawsuit could lead to penalties, including disgorgement and civil penalties. Share this article The SEC has filed charges against Chicago-based Cumberland DRW, alleging the company operated as an unregistered dealer in crypto assets that were offered and […]
Eyes Focused On USDA’s Yield Forecast. The Corn & Ethanol Report
We kicked off the day with Core Inflation Rate MoM & YoY, Export Sales, Inflation Rate MoM & YoY, CPI, CPI s.a., Initial Jobless Claims, Continuing Jobless Claims, Jobless Claims 4-Week Average, and Real Earnings at 7:30 A.M., Fed Cook Speech at 8:15 A.M., EIA Natural Gas Storage at 9:30 A.M., 4-Week & 8-Week Bill […]
