Author Archive: Jeremy Parkinson
What’s The End Game?
From Toles: The question we should be asking (prompted by my thinking about the relevance of game theory) is which payoff matrix is of relevance. Here, it makes sense to differentiate between the objectives of Mr. Trump and the United States as a whole. To degrade China’s ability to ascend the quality ladder, and maintain […]
Vietnam Stock Market Is A Buy In 2018 As One Of The Top Emerging Markets
The Vietnam stock market looks very strong. It is one of the strongest winners in the emerging markets universe in the last 6 months. But is the Vietnam stock market still a buy in 2018? And is it easy to get exposure to such an ‘exotic’ stock market? First, let’s try to determine the indicator […]
Bond Investors Confused By Fed
Long-Term Bond ETF (TLT) remains sloppy as investors don’t know what the Fed is up to.
Gold Prices Bid As Weak NFPs, Trade War Concerns Stoke Haven Demand
Fundamental Forecast for Gold: Neutral Gold price nudge higher on the week as market sentiment sours- On the lookout for a low Gold prices inched higher this week with the precious metal nudging up nearly 0.5% ahead of the New York close on Friday. The gains come amid continued volatility in broader markets with all three major […]
Elliott Wave Analysis: Further Strength In USD/JPY
The USD/JPY short term Elliott Wave view suggests that the decline to 104.54 low on March 26 ended Intermediate wave (3). Wave (4) correction is in progress as a double three Elliott Wave Structure. A double three is a 7 swing corrective structure with WXY label. In the case of USDJPY, minor wave W of (4) ended at […]
Railroad Industry Outlook – April 2018
Stocks in the railroad space are being aided by momentum in the U.S. economy, with more goods being transported across the country. The market is expected to continue its winning streak, banking on a rise in wages and more confident consumers. Moreover, the new tax law (Tax Cuts and Jobs Act) should boost profits further […]
COT Blue: Which Bond Rout! Was It Really?
The only way to change the meaning of a word like “transitory” is to put together a constant string of temporary factors that when taken individually keep with the traditional definition but in combination completely obliterate it. Something happens to knock inflation off track, and then just as soon as that one thing is about […]
Yuan At Risk Amid US-China Tariff Attacks, Multilateral Trade Disputes
Fundamental Forecast for CNH: Neutral China could release a plan in response to US’s $100 billion tariffs, adding volatility to the Yuan. Bilateral trade dialogues may continue; a too-weak Yuan is not helpful to reduce US’ deficit. Multilateral disputes with EU and Japan rise, which could be dangerous for China. This week the offshore Yuan dropped […]
