Author Archive: Jeremy Parkinson
EC Do Bond Prices Have Momentum?
Here’s a strange thought from Jeff Gundlach, one of the world’s largest bond managers: “If you get above 3%, then it’s truly, truly game over for the ancient bond rally.” And here’s Bill Gross from earlier this month: Gross: Bond bear market confirmed today. 25 year long-term trendlines broken in 5yr and 10yr maturity Treasuries. — Janus […]
25 Stocks Powering The $300B SPY ETF For 25 Years
The world’s largest and the ultra-popular large cap ETF, SPDR S&P 500 ETF Trust SPY, has been enjoying its strong asset accumulation on the completion of its 25th anniversary. This is because it has become the first ETF with $300 billion in AUM. Though SPY’s inception date is Jan 22, 1993, it officially debuted on the American […]
EUR/USD Suffers From Taper Talk, USD Recovery – It May Be Temporary
Last week was all about US dollar weakness and a not-so-serious jawboning from the ECB. EUR/USD took advantage of the US dollar weakness. It then extended its gains as Draghi’s words about the exchange rate weren’t strong. In addition, he offered absolutely no news about the next steps of the ECB beyond the current QE program that lasts […]
Hussman: “I Expect The S&P 500 To Lose 2/3 Of Its Value”
There are bears and then there are bears. Hussman claims he is not a PermaBear, no matter how he sounds. John Hussman’s latest weekly article is called “Measuring the Bubble”. The following snip is lengthy, but not in comparison to Hussman’s original text which I encourage everyone to read in full. Hussman displayed 9 charts […]
Mallinckrodt: Is The Generics Sale In Trouble?
In March 2017 Mallinckrodt (MNK) announced it was exploring the sale of its generics business in a deal that could have fetched values as high as $2 billion: Mallinckrodt Plc (MNK.N) is exploring a sale of its generic drug unit, in a deal that could fetch as much as $2 billion and help pivot the […]
Bi-Weekly Economic Review: Markets At Extremes
Economic Reports Production Production ended the year on a strong note but early readings from January are not as positive. The December industrial production report headline was strong at a 0.9% gain but a lot of that strength was in the mining (oil drilling) and utility sectors. Mining has actually led the way the last […]
What Do Quincy Jones, Serena Williams And Blockchain Have In Common?
Two big themes last week at Inside ETFs, the Comic-Con of exchange-traded funds attended by more than 2,300 advisors and investors, were innovation and disruption. Like all other industries, the investing world has seen its fair share of disruption in the past quarter-century—think indexing, passive investing, the rise of robo-allocation and now blockchain and cryptocurrencies. […]
Earnings Deluge
We’re already a couple of weeks into earnings season, but if you think it’s been busy so far, you haven’t seen anything yet. Using our Earnings Report Calendar, we screened the S&P 500 for companies scheduled to report earnings by date. With just over 1% of companies in the S&P 500 scheduled to report earnings today, […]
E Moving Averages In Extended Market Climates – Part Three
<< Read More Moving Averages In Extended Market Climates Part Two – The Countdown Clock << Read More: Moving Averages In Extended Market Climates For starters lets pick up with the chart we left off with the other day. In the chart above we walked thru what I call the countdown clock when it came to moving averages […]
Upbeat 4Q Euro-Zone GDP Report To Curb EUR/USD Weakness
USD/CAD may face range-bound conditions going into the end of the month as market attention turns to the Federal Open Market Committee (FOMC) interest rate decision on January 31. The fresh remarks from FOMC may sway the near-term outlook for USD/CAD as the committee appears to be on track to further normalize monetary policy over the […]
