Archives by Month:
- January 2025
- December 2024
- November 2024
- October 2024
- September 2024
- August 2024
- July 2024
- June 2024
- May 2024
- April 2024
- March 2024
- January 2024
- December 2023
- November 2023
- October 2023
- August 2023
- July 2023
- June 2023
- May 2023
- February 2023
- January 2023
- December 2022
- November 2022
- October 2022
- September 2022
- August 2022
- July 2022
- June 2022
- May 2022
- April 2022
- March 2022
- February 2022
- January 2022
- December 2021
- November 2021
- October 2021
- September 2021
- August 2021
- July 2021
- June 2021
- May 2021
- April 2021
- March 2021
- February 2021
- January 2021
- December 2020
- November 2020
- October 2020
- September 2020
- August 2020
- July 2020
- June 2020
- May 2020
- April 2020
- March 2020
- February 2020
- January 2020
- December 2019
- December 2018
- November 2018
- October 2018
- September 2018
- August 2018
- July 2018
- June 2018
- May 2018
- April 2018
- March 2018
- February 2018
- January 2018
- December 2017
- November 2017
- October 2017
- September 2017
- August 2017
- July 2017
- June 2017
- May 2017
- April 2017
- March 2017
- February 2017
- January 2017
- December 2016
- November 2016
- October 2016
- September 2016
- July 2016
- June 2016
- April 2016
- March 2016
- February 2016
- January 2016
- December 2015
- November 2015
- October 2015
- September 2015
- August 2015
- July 2015
- June 2015
- May 2015
- April 2015
- March 2015
- February 2015
- January 2015
- December 2014
- November 2014
- October 2014
- September 2014
- August 2014
- July 2014
- June 2014
- May 2014
- April 2014
- March 2014
- February 2014
- January 2014
- December 2013
- November 2013
- October 2013
- September 2013
- August 2013
- July 2013
- June 2013
- May 2013
- April 2013
- March 2013
- February 2013
- January 2013
- November 2012
- October 2012
- August 2012
- July 2012
- June 2012
- May 2012
- April 2012
- March 2012
- February 2012
- January 2012
- December 2011
- November 2011
- October 2011
- September 2011
- August 2011
- July 2011
- June 2011
- May 2011
- April 2011
- March 2011
- February 2011
- January 2011
- December 2010
- November 2010
- October 2010
- September 2010
- August 2010
- July 2010
- June 2010
- May 2010
- April 2010
- March 2010
- February 2010
- January 2010
- December 2009
- November 2009
- October 2009
- September 2009
- August 2009
- June 2009
- April 2009
- February 2009
- December 2008
- November 2008
- October 2008
- August 2008
- June 2008
- May 2008
Archives by Year:
All About Tesla’s Musk-Tique
This morning, I made my debut on CNBC’s show Worldwide Exchange with Frank Holland.Here are the notes I prepared.At the start of 2024, the entire EV space already had some issues: infrastructure-not really setup yet to support EVs easily and or timely weather-blackouts cut the ability for EVs to charge competition-with tesla losing market share […]
Current Analysis: Inpex Corp
Image Source: PixabayInpex Corp (IPXHY) engages in research, exploration, development, production, and sale of oil, natural gas, and other mineral resources. The company is engaged in a multitude of projects spanning the globe.Exploration services are carried through terrestrial geological surveys and geophysical surveys conducted through satellite images and seismic waves. Exploration wells are used to confirm […]
Good News Is Bad News Ushers In Q2
Image Source: PixabayMARKETSStocks and bonds saw a widespread decline across global markets today as robust economic indicators reignited concerns about inflation and led to speculation that major central banks might maintain higher interest rates for an extended period. The fear of prolonged monetary tightening was further fueled by ongoing supply chain disruptions, including incidents in the […]
Financial Markets Report For Tuesday, April 2
Image Source: PixabayIn this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Tuesday, April 2.Video Length: 00:14:46More By This Author:Metals Report For Monday, April 1SPDR ETF Report For Monday, April 1Financial Markets Report For Monday, April 1
Rates Breaking Out Will Be Bad News For Stocks
Image Source: PexelsStocks traded lower on Tuesday, with the S&P 500 falling by around 70 bps. The move follows a pretty decent size move with higher rates across the curve over the last two days. Tomorrow, we will get the ADP private payroll report, and it is estimated that the number of jobs will increase by […]
A Really Very Long Series On The Real Rate
Image Source: PexelsWith implications for growth and demographic influences. From Rogoff, Rossi, and Schmelzing (AER, 2024):Source: Rogoff, Rossi and Schmelzing (AER, 2024).Contra assertions of a tight and positive link between population growth and the real interest rate, they write: …aggregate population growth rates and real interest rates have structurally trended in opposite directions, except for the most recent […]
Tesla’s Deliveries Drop For First Time Since 2020, It’s Demand Not Supply
Tesla blames production setbacks for the Decline in Quarterly Deliveries, but falling demand is the bigger issue. Tesla reported its first year-over-year decline in quarterly deliveries since 2020, badly missing Wall Street’s expectations and stoking further concern about the company’s growth prospects this year. Elon Musk’s electric-vehicle maker delivered 386,810 vehicles globally in the first three […]
‘Bull Trap’ For Indices, But We Have Seen This Before
Not for the first time, we have markets edge a breakout before dipping below breakout support. While indices experienced heavier than typical selling on higher volume distribution, for the Russell 2000 (IWM) this amounted to a retest of cup-and-handle support, and a trend test for the Nasdaq and S&P. If there was a risk of […]
“A Big F-ing Deal”
After Monday night’s announcement from the Centers for Medicare and Medicaid Services (CMS) that 2025 payment rates for Medicare Advantage plans would effectively be equal to a 0.16% decline relative to this year, managed care stocks plummeted in after-hours trading and into the trading session on Tuesday. By the time the closing bell rang on […]
Should You Buy Gold ETFs Now?
Image Source: Pixabay Gold prices have been hitting record highs lately, fueled by hopes that the Federal Reserve will start cutting interest rates soon. Lower interest rates reduce the opportunity cost of owning gold, thereby boosting its appeal, as the precious metal does not yield any income.Gold purchases by central banks have soared in recent years, […]
