Author Archive: Jeremy Parkinson
USD/CAD To Exhibit Bearish Behavior On Hawkish BoC
Fundamental Forecast for Canadian Dollar: Bullish The Bank of Canada’s last interest rate decision for 2017 may spark further losses in USD/CAD should the central bank strike a hawkish outlook for monetary policy. Even though the BoC is largely anticipated to keep the benchmark interest rate at 1.00% on December 6, Governor Stephen Poloz and Co. may prepare Canadian households […]
Markets Roiled By Political Legal & Legislative Drama
U.S. equity markets experienced a volatile intraday trading session on Friday, as news unfolded throughout the day with respect to the ongoing DOJ Special Counsel legal investigation of the Trump administration and its potential involvement with Russian interference in the 2016 election, as well as to discussions and a final vote on tax reform/cuts in the Senate, […]
Greenback Shakes On US Political Developments: Now What?
The US dollar was poised to close higher against against most of the major currencies for the week before news broke that former National Security Adviser Flynn plead guilty to two charges of lying to the FBI. The clear implication was that he was allowed to plead guilty to a lesser crime than he may have […]
Asian ‘FANG’ Stocks Suffer Worst Week In History
Representing a major segment of EM stocks, TATS are the Asian ‘FANGs’, and they just suffered their worst week on record. Taiwan Semi, Alibaba, Tencent, and Samsung are TATS and account for over 16% of the MSCI EM Stock index (considerably more than FANG stocks represent in the S&P). TATS have traded lower for 4 of the […]
Bitcoin, Taxes, & North Korea: What It Means For Stocks In 2018
(1:00) – Bitcoin Surges To $10,000 (5:00) – Trump’s Tax Reform (10:10) – Jerome Powell’s Fed Chair Testimony (13:40) – Tech Sector Selloff (21:30) – Episode Roundup: [email protected] On today’s episode of the Zacks Friday Finish Line, Content Writer Ryan McQueeney and Editor Maddy Johnson take on this week’s biggest stories, including the progress made […]
Real Estate Financing Options You May Have Overlooked
The sheer volume of real estate financing options made available to today’s investors is staggering. Whether you realize it or not, there are countless opportunities to land the funds for your next deal — if you know where to look, that is. Hard money lenders — and even private money lenders, for that matter — are practically […]
Introduction To Hedge Funds, In Words And Pictures
For many entry-level investors, hedge funds are shrouded in mystery and exclusivity. It’s common, for example, for media coverage to focus on the ultra-wealthy founders and CEOs of hedge funds, such as Ray Dalio or Bill Ackman, as well as their secretive investing strategies or exclusive clientele. Like investment banks, they are seen as an […]
Limited Partners, Limited Rights
Investors in Master Limited Partnerships (MLPs) have more limited rights than most equity investors in corporations. They’re called Limited Partners (LPs) for a reason. There’s often a General Partner (GP) who runs the business on behalf of the LPs. GPs have preferential economics, governance, and information rights, and we concluded many years ago that the […]
Updated Geometric Analysis On Bitcoin/US Dollar, Including Parabolic Channel Analysis
Short-Term/Daily: Bitcoin should continue to move higher off cumulative average support. Matching support from the top of Wednesday, November 29 is also given from parabolic channels. Intermediate-Term/Weekly: Continued bull market expected. Upside target of $17,000 once we see bullish confirmation. That will complete an inverted parabolic move. SHORT-TERM VIEW: Bitcoin found support around a […]
What Is Behind China’s Bond Rout?
Until a modest dip in Chinese bond yields in the past two days, 10y CGB and 10y policy bank bond yields soared by 40bps and 70bps, respectively, over the last 2 months. In fact, Chinese government notes are headed for the worst selloff since 2013, with the 10-year yield surging 86bps this year to 3.92%, and […]
