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Archives by Year:
Current Analysis: Eni
Image Source: PixabayEni (E) is an integrated oil and gas company that explores, produces, and refines oil around the world.In 2022, the company produced 0.8 million barrels of liquids and 4.5 billion cubic feet of natural gas per day. At end-2022, Eni held reserves of 6.6 billion barrels of oil equivalent, 48% of which are liquids.The […]
Yields Up, Dollar Up, Junk Bonds Tumble
As we start a new month, quarter, and week, I want to remind you how I concluded the weekend Daily: “Narratives are not very meaningful if price says something different. We have seen narratives change on a dime as price rules.” Perhaps it is because of April Fools, but after a stellar ending of Q1, […]
Toward Coordinated Development In China
Image Source: Unsplash In the past, industrialization and urbanization has left most advanced economies unbalanced. As evidenced by the “Jing-Jin-Ji” experiment, China seeks to move toward balanced and sustainable development. After industrialization and urbanization, every advanced economy, to some degree, has coped with unbalanced, inadequate, and uncoordinated development, including economic inequality and environmental damage. What makes industrialization in […]
Visualizing Nvidia’s Revenue, By Product Line (2019-2024)
Since the AI boom, the key drivers of Nvidia’s (NVDA) revenue have shifted significantly.Today, data center processors for analytics and AI have quickly become Nvidia’s largest source of revenue, surpassing the company’s historical main business line of GPUs (graphic processing units). Given the surging demand for hardware that drives AI models, Nvidia’s revenues reached $22.1 billion in […]
Stocks And Precious Metals Charts – No Surprise
Stocks were wobbly today, but some late afternoon action took big tech back up to unchanged. For the rest of the equity market, not so much. Gold and silver futures soared overnight, but as is customary they were knocked down in the paper trade of New York.No surprise there. It’s been a long time coming, it will be […]
Bond Yields Break Out… And This Energy Trade Just Exploded
Image Source: Pexels Equities had a decidedly mixed day – just three of 11 S&P 500 sectors finished higher by 4 PM. The energy sector, as tracked by the XLE ETF, was one of those standouts, and it’s easy to see why: Geopolitical risk and tension is continuing to increase, and supply is getting thin.Oil in […]
Shares Of Reddit And Trump Media Company Plummet As IPO Hype Dies Down
Image courtesy of 123rf.com Shares of Reddit, Inc. (NYSE: RDDT) and Trump Media & Technology Group Corp. (Nasdaq: DJT) experienced significant declines on Monday, with both stocks falling victim to intense short-selling pressure. As of 1:20 PM EDT, Reddit’s stock price dropped by 8.31% to $45.22, while DJT plummeted by 26.67% to $45.44. Reddit and Trump Media & […]
Silver Price Analysis: XAG/USD Stands Neutral Following ISM PMIs, Labor Data Looms XAG/USD technical analysis
Image Source: Pixabay The XAG/USD pair is trading near the $24.98 level, mostly neutral during Monday’s session. This comes after the signals of resilience in the US economy underscored by the recent Institute for Supply Management (ISM) report and the surprising uptick in the Manufacturing Purchasing Managers’ Index (PMI). In that sense, the resilience of the […]
Beyond Dollar: Gold’s Global Rise
Image Source: Unsplash In this short clip, Samantha LaDuc and Craig Shapiro discuss the relationship between gold, global trade, and currency dynamics, highlighting gold’s resurgence as a significant asset in international trade, particularly with countries like China, India, and members of the BRICS alliance moving away from US treasuries in favor of gold.They delve into the […]
Explaining The 2022-23 Disinflation Out-Of-Sample
Image Source: Pexels In tomorrow’s lecture on the Phillips Curve and the recent inflation surge for Econ 442, I ask whether a modifed Blanchard-Cerutti-Summers (2015) Phillips Curve specification can predict the disinflation. Answer: Yes.BCS use: I modify by (1) unconstraining the coefficients on expected and lagged y/y inflation, (2) using lagged y/y core instead of headline CPI, (3) using the […]
