Author Archive: Jeremy Parkinson
Why This Generalist Analysis Is Paying Attention To Gold Now
Mike Larson, Editor of The Safe Money Report usually talks about major markets and opportunities he sees but in an upcoming talk he is focusing on gold. We discuss why gold is now catching his eye and what he thinks it will take to get the price sustainability moving higher. (Audio length 00:13:46)
Strong Demand For 30Y Treasurys In Week’s Final Auction
Just like yesterday’s 10Y auction, which priced only a few basis points away from the August high yield, so moments ago the week’s final auction, a 30 Year reopening of Cusip SD1 priced just barely away from the August auction, stopping at 3.088%, on the screws with the 3.088% When Issued, and 0.2bps lower than […]
What Inflation Means To You: Inside The CPI
Back in 2010, the Fed justified its aggressive monetary policy “to promote a stronger pace of economic recovery and to help ensure that inflation, over time, is at levels consistent with its mandate” (full text). In effect, the Fed has been trying to increase inflation, operating at the macro level. But what does inflation mean […]
Record High Small Business Sentiment
Record High Small Business Optimism The NFIB small business optimism index was up from 107.9 in July to 108.8 in August. It beat the consensus for 108.1 and the high end of the range which was 108.5. This was the highest reading in the 45-year history of the report. You can see in the first […]
Apple: Bigger, Faster, Pricier
Apple’s (Nasdaq:AAPL) big day is now over for 2018. And the verdicts are rolling in. On September 12, Apple announced a host of new products and updates including: the iPhone Xs, Xs Max, Xr, and Apple Watch Series 4. In essence: Top Oppenheimer analyst Andrew Uerkwitz (Profile & Recommendations) has just released a report reviewing […]
4 Mid-Cap Stocks To Buy Amid Rising Geopolitical Tensions
Markets are expected to remain turbulent due to investors’ concerns over the consequences of President Donald Trump’s protectionist trade policies, China’s plan to put sanctions on America and the impending U.S. sanctions on Iranian oil. However, instead of staying away from the stock market, betting on stocks that have been faring well despite these concerns […]
News From Switzerland And Turkey
Trouble in Swiss Employment This story from Switzerland will be ignored, lest it generate cognitive dissonance. The mainstream looks at a few carefully curated statistics. I encourage you to do a Google search on “marginal productivity of debt”. My articles are all over the first page of results. This is not because I am such […]
Irhythm Bounces Back As Analysts Say Apple Watch Good News, Not Bad
Shares of iRhythm Technologies (IRTC) were under pressure yesterday after Apple (AAPL) announced that its new Watch Series 4 had received FDA approval for a built-in electrocardiogram scanner, but have since bounced back. Commenting on Apple’s new watch, JPMorgan analyst Robbie Marcus argued that the device’s new features pose almost no competitive threat to iRhythm’s […]
Most Active Equity Options And Strikes For Midday – Thursday, Sept. 13
Top tickers for midday: BAC, AAPL, CZR, INTC, GNC.
The Emerging Countries To Bank On… And The Ones To Avoid
Just saw a chart with the second quarter GDP results for the fastest growing countries in the world, and… Of course, emerging countries – largely Asia – dominated. India topped at a whopping 8.2%, followed by waning China at 6.7%, Indonesia at 5.3%, and Turkey at 5.1%. Other notable emerging countries were struggling, with Brazil […]
