Author Archive: Jeremy Parkinson
Buybacks – Boosting Returns Or Liquidating Companies?
Asset manager Cliff Asness recently wrote an op-ed piece in the Wall Street Journal wondering if those who decried companies buying back their stock didn’t suffer from “buyback derangement syndrome.” Asness allowed that net investment, normalized by total assets or total market capitalization, was recently lower for companies in the Russell 3000 Index than it was in the 1990s, “but positive […]
What Can Go Wrong: Recession Probability
The Fed’s Minutes from July 31st to August 1st mostly includes discussion about risk. This is logical because the economy is growing quickly and inflation is modest. When you have a situation which meets the criteria for a Goldilocks economy which has allowed stocks to reach record highs, you need to worry about what can go wrong. […]
5 Of Today’s Biggest Marijuana Stock Losers – Thursday, August 23
TM editors’ note: This article discusses one or more penny stocks and/or microcaps. Such stocks are easily manipulated; do your own careful due diligence. Out of over 200+ marijuana stocks, here are just 5 of the biggest marijuana stock losers in trading on Thursday, August 23rd including CV Sciences, Inc. (OTC: CVSI) and more… CV Sciences, Inc. […]
Money System: For Wonks And Quants
Audio Length: 00:59:19 We like putting monetary realities in perspective and sometimes we might drone on a bit about the inner workings of money and our banking system. It’s fascinating! This week we continue our extended conversation with one of America’s brightest monetary intellectuals, Dr. Robert Hockett, who talks with me about our monetary system […]
Are You Too Smart To Make Money?
Do you think you have to be smart to make money trading the financial markets? Think again. While there are strong studies on the correlation between IQ and income levels that show the higher the IQ, the stronger the income, I would argue the supply and demand strategy that I write about so often flips […]
AUD/USD Rate Rebound Fizzles Amid Turnbull Turmoil
AUSTRALIAN DOLLAR TALKING POINTS AUD/USD gives back the rebound this month as Australia Prime Minister Malcolm Turnbull struggles to secure his seat, and the exchange rate appears to be on track to test the August-low (0.7203) as it snaps the series of higher highs & lows carried over from earlier this week. BEARISH AUD/USD TRENDS REMAIN IN PLAY AMID […]
Who Is Who In China Retail
We present a deep-dive of the major trends shaping China retail, an overview of key players, and the investment potential in the industry. An overriding trend in the China retail sector is the consolidation of major players into either the Alibaba camp or the Tencent camp. We analyze the business model of the top 10 […]
5 Value Picks From Top-Ranked Life Insurance Industry
Banking on a favorable operating backdrop, the insurance industry seems well-poised for growth. Improving rate environment and a favorable employment backdrop should keep the momentum alive in the life insurance space. The Federal Reserve has already made two rate hikes this year, taking the tally to seven increases since December 2015. The Central Bank has […]
2018 Year-To-Date Country Stock Market Performance
Below is a look at the 2018 year-to-date performance of various country stock markets around the world. Returns are calculated in local currency, as if you were a domestic investor within each country. The average year-to-date change of the 75 countries in the table is about as flat as it gets — down just 0.04%. […]
Illumina: Lower Sequencing Costs Are Unleashing A Genetics Mega-Trend
Summary Genetics will be one of the future branches of healthcare. The technology might be complex, but investors shouldn’t dismiss it on that ground. There are already great business models around this technology that should make investors salivate. Usually, the technology field is populated by a special type of investor. Because of the jargon and […]
