Author Archive: Jeremy Parkinson
QE By NIRPitrage Working As Corporate Executives Run History’s Biggest Theft
US bank loan and deposit growth continues to go bonkers at annual growth rates of more than 8% for loans and around 6% for money supply while loan and deposit growth in Europe are near zero. Most of that loan growth has been in Commercial and Industrial Loans, which are not being used to finance […]
Speculators Pile Into Sterling And Take Profits On Long Aussie Positions
After a relatively quiet period into the run-up to the ECB, speculative activity markedly increased in the CFTC reporting week ending the day prior to the conclusion of the FOMC meeting. Two speculative gross currency position adjustments stand out. First, speculators appeared to have bought a record amount of sterling contracts. The gross long position more […]
Cutting Losses With Fisher’s 3 Golden Sell Rules
Returning readers to Investing Caffeine understand this is a location to cover a wide assortment of investing topics, ranging from electric cars and professional poker to taxes and globalization. Investing Caffeine is also a location that profiles great investors and their associated investment lessons. Today we are going to revisit investing giant Phil Fisher, but rather than rehashing his accomplishments and overall philosophy, we […]
3 Safe High-Yield Stocks On Sale Today
Most of the time when we think of dividend stocks we gravitate to traditional dividend paying sectors such as Utilities or Consumer Staple stocks like General Mills (NYSE: GIS). The income moniker also conjures up traditional blue chip buy and hold stocks like Microsoft (NYSE: MSFT). Rarely, however, do investors focus on and target small cap companies […]
Valeant Pharmaceuticals – The Perils Of The Debt Acquisition Model
Valeant Pharmaceuticals (VRX) needs a ‘fix it” third party to come in and stop the bleeding. Moreover, the current management team is stuck in ‘deer in headlights mode’, and needs to start taking proactive steps to resolve the overhang that is weighing down investor confidence on the street.
Bloomberg Declared Emerging Markets In Bull Status — Maybe That’s Just Bull
Friday, a Bloomberg TV announcer said emerging markets are now in a Bull phase. Don’t get overly excited by that call. I know why they said that, but question the utility of their definition. Vanguard’s emerging markets ETF (VWO), for example, closed at $34.40, up 11.2% from its multi-year closing low of $30.74; and up […]
E Cameron International Is In For A World Of Hurt
I have been following Cameron International (CAM) since Q4 2014 when the divergence in oil prices looked like it was here to stay. However, I got greedy and forgot to take profits on my short play. I am still chafing from losses I incurred after Schlumberger’s (SLB) ill-fated takeover announcement in August. Cameron has since […]
CanopyBoulder Raises More Than $2 Million For Cannabis Startups
On March 18, 2016, CanopyBoulder announced that it had raised a $2 million fund to invest in two classes of startups for its business accelerator program in 2016. CanopyBoulder’s third class of 10 companies started its 16-week program on Feb. 29, including companies focusing on everything from a monthly subscription box to a home-grow system and an independent testing […]
The Breadth Of Shortage
The yield on the Japanese government’s 10-year paper traded negative yesterday for the 17th straight session. When Haruhiko Kuroda first announced his negative rate experimentation, the 10-year JGB was low but still safely positive, yielding 22.9 bps on January 28. It would be negative for the first time on February 9 right as the rest […]
S&P 500 Snapshot: Finally Up For The Year
Our benchmark S&P 500 continued the post-FOMC rally with a modest morning rally to its 0.58% intraday high in the late morning. It trended sideways through the lunch hour, slumped a bit and then rose early in the final hour to a narrow range prior to its 0.44% closing gain. Today was the 53rd market […]
