Author Archive: Jeremy Parkinson
Zap Snap Trap
The news about the Investor Formerly Known As Prince gave SNAP a much-needed boost for about 12 seconds. The bigger picture remains unchanged – – SNAP has been garbage. In case you want a reminder of who this Prince is………
Millennials And The Labor Force: A Look At The Trends – Wednesday, August 8
Millennials make up the largest percentage of our population today, yet have seen some of the lowest labor force participation growth and highest unemployment out of all age groups since the turn of the century. This has larger implications when coupled with slow wage growth, high home prices, and mounting student debt. The general consensus […]
Treasury Sells Record Amount Of 10Y Notes In Solid Auction
Heading into today’s 10 Year Treasury auction, we knew it would be special no matter how it turned out: with $26 billion in notional for sale, it would be the highest amount of 10Y paper sold for this maturity. And with deficits only set to rise from here, it is safe to assume that many more such […]
Twilio Stock Popped, Is It Too Late To Jump Onboard?
With the recent hard times, both Facebook and Twitter shareholders have faced, it might be an odd time to discuss another technology company, Twilio (Nasdaq: TWLO). I’ll be honest, up until a few days ago, I was unaware of who Twilio was. It was only after digging in to learn more about the company did I […]
Insure Your Wealth Or Lose It All
Embrace uncertainty – Anyone who doesn’t follow this momentous maxim in coming years is likely to get one unpleasant shock after the next. Because the stable progression of the world economy since WWII is now coming to an end. What should have been a normal cyclical high in the next year or two, is now going […]
Weekly Technical Perspective On The New Zealand Dollar (NZD/USD) – Wednesday, August 8
Updated weekly technicals for NZD/USD- price range in focus just above critical support In this series, we scale-back and take a look at the broader technical picture to gain a bit more perspective on where we are in trend. The New Zealand Dollar is trading just above a critical support zone heading into tonight’s RBNZ interest rate decision- here are […]
Even As US Outlook Darkens, US Dollar Set To Keep Strengthening
In our last commentary on the US dollar, we wrote that the buck was set to move higher given underlying economic trends. Specifically, US growth and inflation was likely to keep accelerating, while the opposite was likely to happen in most major regions outside the United States. Following the publication of our last commentary, the US […]
Analyst Says Benioff Not Going Anywhere Soon As Salesforce Appoints Co-CEO
Last night, Salesforce (CRM) appointed Keith Block as its co-chief executive officer, joining Marc Benioff, who will remain the Chairman of the board. Commenting on the news, Jefferies analyst John DiFucci told investors he does not believe Benioff is going anywhere soon, but the company is well positioned if he decided to do so. CO-CEOS: […]
Tesla Is Going Private – A Message To Shorts
Elon Musk has hinted at a $420/share go-private offer for Tesla, which would mark the end of an era for Tesla stock. We show how short arguments have evolved since 2013 from the lack of appeal of electric vehicles, to the structurally-unprofitable nature of the business model and potential demand weakness owed to impending competition […]
Very Loud Globally Synchronized Rhymes
Globally synchronized growth has taken a beating so far in 2018. As a narrative, one factor after another has turned against it. Europe was booming and was even going to be in a leadership position in the global economy. Now? Not so much. The dollar would continue to fall just as it did in the years […]
