Author Archive: Jeremy Parkinson
Stop Patching Up The Euro
Andreas Georgiou can’t catch a break. The Greek statistician moved back to his home country in 2010, at age 50, to help right the financial ship. He left Washington, where he had spent 21 years working for the International Monetary Fund, to take over the agency that reports Greece’s financial health. Part of the problem […]
There Are Serious Risks In Intel’s Plan To Dominate The Self-Driving Market
Intel’s plan to become the leader in self-driving seems a great idea on paper. No one doubts there is a bright future for self-driving cars and Intel wants to lead the pack. However, the acquisition doesn’t come without serious risks. For starters, Intel has made huge commitments in areas outside its traditional desktop and laptop […]
Bitcoin Crash Creates Golden Opportunity
I’ve been wrong about my timing of the silver and gold trade twice now. Once to my followers in Momentum Trader and another time in a much more public way, on Bloomberg the end of last year. My fundamental investment thesis surrounding gold hasn’t been wrong just my timing. And now, with gold prices bouncing off $1,200 […]
Mobileye To Be Acquired By Intel; Deal Has Equity Value Of Approx. $15.3b
Intel Corporation (INTC) and Mobileye N.V. (MBLY) announced a definitive agreement under which Intel would acquire Mobileye, a global leader in the development of computer vision and machine learning, data analysis, localization and mapping for advanced driver assistance systems and autonomous driving. Pursuant to the agreement, a subsidiary of Intel will commence a tender offer […]
Want Your Investments To Do Better? What’s A Smart Investor To Do?
Written by Matt Bell If you pay close attention to investment news, it’ll either make you laugh or it’ll drive you bonkers. Within the same hour, and on the same market news website, you will often see completely contradictory articles. One says the market is headed higher; the next says the market is about to tank. What’s […]
E FCAU Continues To Remain An Undervalued Asset
Fiat Chrysler Automobiles N.V. (NYSE: FCAU) has recently seen a run-up for the past year. It has come from a merger with General Motors Inc. (NYSE: GM) and PSA Group (PEUP: PSA), with analysts pointing to a potential merger between FCAU and GM. Notably, FCAU has not seen much action since inception regarding price action and has recently […]
Chart Of The Day: Rise Of The “Dumb” Money
So as with all passive ETF posts, we have to put the word “dumb” in scare quotes. Why? Well, because it’s not entirely clear whether these flows are actually so “dumb” after all. Indeed, in a market that only goes up, this “dumb” money is the “smartest” money there is. In fact, as we wrote in […]
EUR/USD – A Bull’s Game: Strengthening Of The Euro Expected By Way Of Correction
Trading opportunities for the currency pair: Movement on the EUR/USD pair continues to correlate with that of 2005. According to historical patterns, a large downwards correction is due to take place after the 15th of April. Despite this, the rate may still deviate significantly upwards. After Friday’s payrolls, the price came out of the 1.0494 – 1.0626 […]
E Best And Worst ADRs – Monday, March 13
The best sector in ADRs is financials. The top countries are Hong Kong & Canada. The average score across our ADR universe is 53.59. For perspective, the score has averaged 53.36 and 53.59 over the past four and eight weeks, respectively. The average ADR in our universe rallied 0.77% last week and is trading -14.86% […]
Sell Or Short Shares Ahead Of E.L.F. Beauty’s Lock-Up Expiration
e.l.f. Beauty (NYSE: ELF) – Strong Sell or Short Recommendation The 180-day lockup period for the e.l.f. Beauty Inc. IPO is scheduled to expire on March 27, 2017. The lock-up period was originally set to expire on 3.21, but was extended due to earnings release. At this point, the company’s pre-IPO insiders will be able to […]
