Category Archive: Finance, No picture
Interesting Tweet Reading To Start The Week: Tesla, Inflation, Delinquent CRE, More
Photo by Charlie Deets on UnsplashSo many ideas worth discussing but so little time. Here’s a collection of interesting Tweets. Tesla HypeTesla to Build 25,000-Euro Car in GermanyReuters reports Tesla to Build 25,000-Euro Car in Germany Tesla (TSLA.O) plans to build a 25,000-euro ($26,838) car at its factory near Berlin, a source with knowledge of the matter […]
US Treasury Yields Come Back Softer After Moody’s Cut Outlook, And The Dollar Rises To New Highs Against The Yen
The dollar is beginning the new week narrowly mixed against the G10 currencies. Sterling seems largely unaffected by the cabinet reshuffle that has seen former Prime Minister Camron return as the foreign minister, replacing Cleverly who replaces Home Secretary Braverman. The dollar rose to new highs for the year against the Japanese yen (~JPY151.85). The […]
There Is Nvidia And Then Everything Else When It Comes To Valuation
We are approaching the one-year anniversary of ChaptGPT’s debut, the software that transformed the perception of artificial intelligence across the globe.UnsplashMany investors ask us about valuation and wonder if 2023 was indeed the “year of AI.” Has the near-term opportunity passed, and are the stocks now too expensive? We see the broad array of companies engaged in a differentiated set […]
Investors, Businesses To Increase ESG Investment Despite Greenwashing Scrutiny & Political Pushback: Bloomberg Survey
The vast majority of senior investors and business executives are planning to increase ESG investment over the next 5 years, with each group anticipating a range of benefits from a greater ESG focus, including 90% of investors expecting enhanced returns, and executives seeing improved access to capital and corporate reputation, according to a new survey […]
The S&P 500 Rises With Fall Of Long-Term Treasury Yields
The S&P 500 gained nearly 1.2% over its previous week’s close, ending the first full trading week of November 2023 at 4409.95.In doing so, it continued reverting toward its mean and is now about a half percent below it.In terms of the bigger picture, the move was accompanied by the reversal of the October 2023 spike in long term […]
Oil Steady Ahead Of Key Monthly Reports
The crude oil market is awaiting monthly OPEC and the IEA reports to gauge the market balance. Elsewhere, sugar production in Brazil remains healthy, which should help offset supply losses from India and Thailand and keep price gains under check. Energy – Oil steady ahead of key monthly reportsICE Brent started the week on a soft […]
TLT And QQQ: My Thoughts On Treasuries And Tech Stocks Amid Wild Volatility
The shifts in investor sentiment have been a whipsaw.FreepikMaybe this is the start of a generational opportunity to “buy the bottom” in long-term bonds. Or, maybe it is just Lucy pulling the football away from Charlie Brown again as he’s about to kick it. Let’s see what a quick set of charts does to help […]
New Zealand Dollar/U.S. Dollar, Day Chart, Elliott Wave Technical Analysis, Monday, Nov. 13
NZDUSD Elliott Wave Analysis, Day Chart, Monday, Nov. 13 UnsplashNew Zealand Dollar/U.S. Dollar (NZDUSD) Day ChartNZDUSD Elliott Wave Technical AnalysisFunction: TrendMode: impulsive Structure: blue wave 3 of 1Position: black wave 1Direction Next Higher Degrees: blue wave 3(may started)Details; Blue corrective wave 2 looking completed between fib level 50.00 to 61.80. Now blue wave 3 may start. Wave […]
Bitcoin / U.S. Dollar(BTCUSD) Elliott Wave Technical Analysis
Elliott Wave Analysis TradingLounge Daily Chart, 13 November 23,Bitcoin / U.S. dollar(BTCUSD)BTCUSD Elliott Wave Technical AnalysisFunction: Follow TrendMode: MotiveStructure: ImpulsePosition: Wave((3))Direction Next higher Degrees: wave I of ImpulseWave Cancel invalid level:Details: Impulse’s five-wave riseBitcoin / U.S. dollar(BTCUSD)Trading Strategy: Bitcoin has recovered well from the 24915.50 level, with Impulse-style gains leading us to expect a five-wave […]
