Category Archive: Finance

Chinese Large Cap Stocks On Their Way To Test All-Time Highs

Chinese Large Cap Stocks On Their Way To Test All-Time Highs

Large cap stocks in China have performed very well in 2017. As said many times before China was in our top 5 favorite stock markets in emerging markets. India was our top pick among emerging markets. The strongest segment in China’s stock market are large cap stocks, represented by FXI ETF. The 5-year chart of FXI […]
Draghi Fears “Return Of Protectionism”; Warns Regulators Against “Rekindling Incentives That Led To Crisis”

Draghi Fears “Return Of Protectionism”; Warns Regulators Against “Rekindling Incentives That Led To Crisis”

As a reminder, it was in Jackson Hole three years ago that Draghi laid the groundwork for the launch of the ECB’s 2.3 trillion-euro asset-purchase program. They looked pensive before he spoke… Following Yellen’s “unhawkish” nothing-burger of a speech (which has sent the broad dollar index to 2 year lows), all eyes were on whether ECB President […]
Week In Review: Columbia China Building $150 Million Hospital In Jiaxing

Week In Review: Columbia China Building $150 Million Hospital In Jiaxing

Deals and Financings Columbia China has begun construction on a $150 million 500-bed multi-specialty hospital in Jiaxing, Zhejiang Province (see story). ColumbiaChina is a 50-50 joint venture between Columbia Pacific Management of Seattle, a senior living/hospital company focused on Asia, and Temasek, the sovereign wealth fund of Singapore. The new hospital, which is Columbia’s second in China, will open in 2019. Columbia China currently operates Shanghai Kaiyuan Orthopedic Hospital, a 232-bed facility. […]
Insider Selling During Share Buybacks? Something Stinks…

Insider Selling During Share Buybacks? Something Stinks…

Video Length – 00:01:30 <iframe align="middle" frameborder="0" height="315" scrolling="no" src=" 8.25.17-sitfa ” width=”560″> Transcript: The cheek smacker this week goes out to the 10 CEOs who have been selling their stock in their own companies while doing stock buybacks. Something stinks! Stock buybacks are designed to reduce the number of outstanding shares so there are fewer shares […]
Risk Looms As Nasdaq Displays Weakness

Risk Looms As Nasdaq Displays Weakness

This is a crucial weekend update to watch with lots of opportunities to discuss as the monsters of tech are hitting key threshold areas. Watch this video to find out what expect next week, what crucial levels to watch, and why risk still looms in the market. Video Length – 00:20:58
Constitutional Court Upholds Suspension Of Tahoe’s Mining License… Shares Fall 20%

Constitutional Court Upholds Suspension Of Tahoe’s Mining License… Shares Fall 20%

According to unconfirmed sources, Tahoe Resources (TAHO) has learned that the Guatemalan Constitutional Court issued a decision yesterday to uphold the lower court’s preliminary ruling to suspend its mining license at Tahoe’s Escobal Mine. This new ruling caused Tahoe’s shares to sell off more than 20% during trading today.  I first wrote about the trouble at […]
The Complete Debt Ceiling Decision Tree: “An Alarmingly High Probability Of A Very Bad Outcome”

The Complete Debt Ceiling Decision Tree: “An Alarmingly High Probability Of A Very Bad Outcome”

For all the breathless newsflow over the past 7 days, the single most consequential event of last week was the sudden jump in debt ceiling/government shutdown odds following Donald Trump’s confrontational Phoenix speech, which laid out a problematic dilemma: Trump’s Mexican wall, or a government shutdown. While various financial pundits rushed to discount the odds […]
S&P 500 Snapshot: Up 0.72% WoW

S&P 500 Snapshot: Up 0.72% WoW

The S&P opened Friday above its previous close and hit its intraday high within a couple of hours. The index closed the day with a 0.17% gain from Thursday and 0.72% gain from the previous Friday. The U.S. Treasury puts the closing yield on the 10-year note at 2.17%. Here is a daily chart of […]
3 Underrated Bond ETFs For Your Income Portfolio

3 Underrated Bond ETFs For Your Income Portfolio

I write a ton of words every week on the topic of building income portfolios using exchange-traded funds. Some articles are purely an exercise in research and education, while others are directed towards real-world concepts that we are implementing for clients of our firm. It’s through this process that I often dive into a new fund […]
Forex Critical: Putting The Mexican Peso And Canadian Dollar On Shorter Leashes

Forex Critical: Putting The Mexican Peso And Canadian Dollar On Shorter Leashes

Currency speculators have not been this bullish on the Mexican peso in about four years. The Canadian dollar (FXC) has enjoyed such bullishness for a year longer. In 2017, the Mexican peso broke its longest post-recession spell of bearishness. How long will traders keep up this mood swing? In 2017, currency traders swung sharply from […]