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Archives by Year:
CPI Is About To Rock This “High Volatility, Tight Range” Market
↵Image Source: Unsplash The market’s been sticking traders with a weird, and, sure, let’s call it frustrating, conundrum for the better part of three weeks now.It goes something like this…Stocks are bouncing around in a tight 100-point(ish) range… but volatility has been really high, with the VIX pegged above 20 most of the time. It’s like […]
3 Stocks Insiders Are Buying Heavily In October 2024, And Why
Image courtesy of 123rf.comThere have been a number of insider stock buys over the last month. Having access to non-public information, insiders are often ahead of the game.More importantly, as insiders tie their personal wealth to these companies, they provide a useful confidence signal for investors. Let’s examine some of the more interesting companies in the present macro […]
AI Economy – Part 2
Image Source: Unsplash What happens to the economy when the current massive expenditure on AI dries up?Video Length: 00:14:50More By This Author:The AI Economy Weekly Recap And DARP Update – Friday, Oct. 5 Commercial Real Estate Armageddon
Real Aggregate Payrolls And Inflation Preview For September
Tomorrow consumer prices for September will be reported. It’s almost certain that the best short term forecasting tool from the employment report, real aggregate payrolls, will increase once again. Let’s take a more detailed look.Post-pandemic, nominally aggregate payrolls have increased relentlessly. Consumer prices increased almost as relentlessly until June 2022. Since then payrolls have continued […]
Sweetgreen: Fast Casual Health Food Chain Is A Long Term Winner
In “Legendary Days: Adventures In San Diego”, I wrote about Cava (CAVA), a fast casual Mediteranean restaurant chain that I think could be the next Chipotle. In this blog, I want to introduce you to another great fast casual restaurant chain: Sweetgreen (SG). While CAVA makes delicious and healthy Mediteranean cuisine, SG makes a kind of […]
Ruling on Binance exec Tigran Gambaryan’s bail delayed due to judge’s absence
Key Takeaways Tigran Gambaryan’s bail ruling was postponed due to the absence of Justice Emeka Nwite. Gambaryan faces health issues while detained, complicating his legal battle. Share this article The ruling on Binance executive Tigran Gambaryan’s bail application was postponed today at the Federal High Court in Abuja, Nigeria. The presiding judge, Justice Emeka Nwite, was […]
Price Poised For Upside – Not All Is Strong
My good friend, Helene Meisler, who is a great read on Twitter noticed last week that the stock market has had a pattern of up, down, up, down for many days. Each day she wrote about it, I thought she was jinxing it and it would end. I think it’s now 11 straight days of […]
The Robotaxi Is Scheduled To Arrive Tomorrow
Image Source: Unsplash Tesla (TSLA) has been one of the most polarizing companies for years. I have often referred to it as a “faith-based” stock, and it is well-documented that the early adherents were richly rewarded for their belief in the company and its founder, Elon Musk. Over the past couple of years, some might have […]
FOMC Minutes Show Fed Considerably More Divided Over Size Of Rate Cut
Since the last FOMC meeting on September 18th, bonds have suffered a bloodbath while gold, stocks, and the dollar are all up modestly… Source: Bloomberg Despite the apparent dovish pivot, the market’s expectations for rate-cuts (this year and next) has plunged dramatically… Source: Bloomberg This should not come as a huge surprise as Powell’s raison d’etre for major […]
Government Hiring Clouds True Jobs Picture
Image Source: Pexels “Davidson” submits:US Employment is reported higher with 254,000 the Establishment Survey and 430,000 for the Household Survey. Past Establishment reports were again revised lower. Government employment continues to soar supporting suspicions that these numbers are being padded and manipulated. With data adjustments of recent months and the high rate of hiring for government […]
