Author Archive: Jeremy Parkinson
More Thoughts On Trade
Neil Irwin had an interesting piece arguing that Trump is fighting the last battle on trade in worrying about imports of steel and aluminum. His main point, that the millions of jobs we lost in manufacturing to trade in the last decade are not coming back, is largely correct. But there are a few points worth adding. […]
PetroYuan Futures Open – Over 10 BillIon Notional Trades In First Hour
After all the preparation, all the expectation, cheerleading and doomsaying, China’s Yuan-denominated crude oil futures contract began trading tonight and appears to be off a good start with well over 10 billion yuan notional traded within the first hour. So far it has tracked WTI futures well, trading at around a $2 premium to WTI (when […]
9 Ways To Improve Results Through Trading Psychology
Trading psychology plays a bigger role in our results than most new traders realize. Here are 9 ways psychology may be negatively affecting your trading, and what to do to fix it. Maybe you have read lots of books, even practiced trading in a demo account and did well, but for some reason, you can’t […]
Driverless Cars And Bodiless Brains
The death of a pedestrian during a test drive of an Uber driverless vehicle (even as a backup human sat in the driver’s seat) calls into question not just the technology—which didn’t seem to detect the pedestrian crossing a busy roadway and therefore didn’t brake or swerve—but also the notion that driving is nothing more […]
5 Charts On The Global Trade Boom
I’m not going to weigh-in on the ‘trade war’ or ‘trade skirmish’ which has been generating numerous headlines lately, but instead, I would like to focus in this article on the boom in global trade growth. The turnaround in global trade was a big non-consensus call of ours in 2016 and helped underpin a bullish […]
Tesla Inc (TSLA) Is On The Verge Of Bankruptcy – Vilas
Vilas Capital, the hedge fund up 65% in 2017 run by a shrewd manager with an engineering background has a quick FYI on Tesla. In Vilas’ email to investors has an update on Tesla Inc (NASDAQ:TSLA) short thesis – see the full content below Also see 2017 letters to investors I think Tesla is going to crash in […]
Brookdale Senior Living: Are Its Thematic Tailwinds Enough To Earn A Buy Rating?
One of the great things about thematic investing is there is no shortage of confirming data points to be had in and our daily lives. For example, with our Connected Society investing theme, we see more people getting more boxes delivered by United Parcel Service (UPS) from Amazon (AMZN) and a several trips to the […]
E The Federal Reserve – Purpose And Motivation
With each succeeding day, the obsession with the Federal Reserve continues. And the obsession is a good indicator of just how misinformed most of us are. This is true with respect to various policies, statements, and actions; and includes comments made by board members, either in speeches or interviews. But it is also true regarding […]
Venezuela Knocks Three Zeros Off Its Currency To Halt Hyperinflation
Redenomination is Venezuela’s sorry story of the day. It won’t work. In a worthless attempt to halt hyperinflation, Venezuela Deletes Three Zeros From Its Failing Currency. Socialist Venezuela is going through a crisis that has left people struggling to pay for food and find medicines. Prices are being influenced by a black-market exchange rate that rises […]
Study: What Happens Next When The Stock Market Crashes On Thursday And Friday
The stock market tanked on Thursday (-2.5%) and Friday (-2%). This is rare. Most of the “down on Thursday and Friday” historical cases saw the S&P fall a little on Thursday and accelerate the decline in Friday. Nevertheless, this is a bearish sign for next Monday but a short-medium term bullish signal for the stock […]
