Author Archive: Jeremy Parkinson
The Road To Financialization With Charles Hugh Smith
How we got to where we are today? A discussion of the chronology of US & Global Monetary Events regarding the Evolution of Financialization in America. Video Length: 00:50:26
Will Kinder Morgan Keep On Drilling Away?
Photo Credit: jasonwoodhead23 Kinder Morgan (KMI) is showing a 4% difference in Estimize and Wall Street estimates for EPS and a 2% difference between the two for revenue. Estimize comes in at $0.15 per share and Wall Street $0.14. For revenue, Estimize predicts $3.174B and the Street predicts $3.122B. KMI has a dividend yield of 2.56% and a P/E […]
Is The Grass Getting Greener?
There are so many game-changers on the horizon that sometimes it’s difficult to keep up. Artificial intelligence. Self-driving cars. Virtual reality. Breakthroughs in energy storage. All of these can upend the status quo and change our daily lives for the better. But cannabis, the plant from which marijuana is derived, is in a class by […]
Mark Mahaney’s Genius SNAP Target
Wall Street analysts are well-known shills, issuing only “Buy” and “Strong Buy” recommendations for their unsuspecting clients. The catastrophe SNAP is no exception, with analysts falling all over themselves to say what a great company it is; You may notice the fellow at the top of the list had a target price of $31, which is over 100% […]
E Tim Duy’s Fascinating Take On The State Of The Economy
By Permission By Permission Tim Duy has a fascinating take on the state of the US economy. I will hopefully try to make sense of his viewpoint and offer another point of view. First, notice his charts above showing the tech economy in what appears to be a slight contraction. The professor makes this interesting […]
Barclays Says Sell AMD, Cirrus Logic On Lackluster Product Outlook
Barclays downgraded the shares of chip makers AMD (AMD) and Cirrus Logic (CRUS) to Underweight, its equivalent of a sell rating, from Equal Weight. The firm is not very impressed by AMD’s products and advises investors to buy stocks of companies that have clearer exposure to Apple’s (AAPL) iPhone 8 than Cirrus. AMD: After attending […]
Elliott Wave Forecast NZD/USD: Bullish Impulse
The bullish trend is present in NZD/USD currency pair, 15 minutes chart. The price of NZD/USD currency pair is going to rise up now on a short-term basis to create a bullish Impulse Elliott Wave pattern and Spot Forex traders should consider taking a possible buy trading chance. Strong key support level is present at 0.7338 […]
Can United Continental Holdings Reach Delta’s Altitude?
Photo Credit: Tomas Del Coro Estimize and Wall Street have differing numbers for UAL’s EPS. Estimize predicts $2.39 and the Street is at $2.47. For revenues the Estimize community is calling for $9.902B while Wall Street is at $9.937B. UAL has beaten the Estimize EPS consensus 80% of the time and the Street 61% of the time. Similarly, UAL has […]
A Decade Of Fallacy
Ten years ago yesterday, Bear Stearns sent a letter to shareholders of two specific hedge funds that it sponsored. Whenever anyone brings up the name now, you immediately know where this is going. That wasn’t the case in 2007, however. Whatever the world may think of Bear in hindsight, a decade ago it was a […]
5 Capital Allocation Principles & Their Impact On Intrinsic Value
One of the most important responsibilities of a company’s management team is capital allocation – the decision of where to deploy the firm’s excess capital. As shareholders, it is our job to ensure that management is making intelligent decisions for capital allocation, as it can have a profound effect on our long-term investment returns. Case-in-point: some of the most […]
