Author Archive: Jeremy Parkinson
Expect A Core CPI Of 2.4% In 2018
In a low inflation world firms tend to raise prices once a year — typically in the first quarter or the first quarter of their fiscal year. Consequently, over half of the annual increase in the not seasonally adjusted core CPI occurs in the first quarter and doubling the first quarter increase gives an amazingly […]
Trump, Trade, T, T, T
“China’s reaction to Mr. Trump’s legitimate defence of the American homeland has been a Great Wall of denial – despite incontrovertible evidence of Beijing’s illicit and protectionist behaviour. Instead, China is attacking American farmers with the threat of retaliatory tariffs in the apparent hope of rattling a key component of the coalition that put Mr. […]
Top ETFs Launches Of 2018 In Terms Of AUM
The ETF industry has witnessed explosive growth buoyed by the rise in “thematic investing” and craze for “smart beta.” It has seen 84 launches and 22 closures so far this year, taking the total number of ETFs to 2,182 and total assets to nearly $3.43 billion in the U.S. market. The rapid growth can be […]
U.S. Mergers And Antitrust In 2017
Each year the Federal Trade Commission and and the Department of Justice Antitrust Division publish the Hart-Scott-Rodino Annual Report, which offers an overview of merger and acquisition activity and antitrust enforcement during the previous year. The Hart-Scott-Rodino legislation requires that all mergers and acquisitions above a certain size–now set at $80.8 million–be reported to the antitrust […]
Do You Know The Secret Costs Of Mutual Funds?
Mutual funds are a great way for people to invest in the stock market. By allowing for instant diversification, investors without a lot of money are able to control risk and earn a higher return than if they kept their money sitting in a bank savings account. But as much as I like mutual funds, there […]
Best E-Commerce Stock: Amazon Vs. Ebay
Amazon (AMZN) and eBay (EBAY) are long-time rivals in e-commerce, and they both offer some interesting traits for investors. Amazon is a disruptive force in the retail industry, and the company is positioned for continued growth in the years ahead. eBay comes way behind Amazon in terms of growth, but the business is far more […]
Fed “Policy Mistakes” – A View From Across The Pond
Written by Ambrose Evans-Pritchard, The Telegraph The US credit markets are flashing a rare warning of economic trouble ahead, signalling that the Federal Reserve risks blundering into another recession without a deft change of course. A blizzard of surprisingly poor data across the world suggests that the Fed’s liquidity squeeze is taking a greater toll than widely assumed, and that the […]
What Lies Ahead For Precious Metal ETFs?
Precious metal ETFs have been in the spotlight of late. Rising geopolitical risks and trade war fears have increased the appeal of some of these funds as safe-haven investments. While leasing of palladium has led to a fall in favor of palladium-focused funds, strong fundamentals have driven demand for platinum. Factors Driving Prices Gold and […]
The Economy Will Lose A Few Teeth
MIAMI – Guggenheim investment fund’s global chief investment officer Scott Minerd predicts a 40% decline for the Dow… mostly in 2019. He says the U.S. economy is on a “collision course with disaster.” He’s right – at least about the “collision course.” It is the smash-up we’ve been exploring this week. Exactly how and when […]
Fed Minutes Reveal Fed’s Thinking 3 Weeks Ago: Value Zero
Today we found out what the Fed thought nearly a month ago. What’s that worth? Mainstream media wasted this afternoon analyzing Minutes of the March 20-21 FOMC Meeting. Some of the conclusions were interesting. For example, the BBC reports Federal Reserve Eyes More Aggressive US Interest Rate Path. The BBC claims “Some members of the Federal Reserve […]
