Category Archive: Finance, No picture
Analysis Of 7 Chinese Stocks
FAST Graphs Analyze Out Loud on these 7 Chinese Companies: Autohome (NYSE: ATHM), Alibaba (NYSE: BABA), Baidu (NasdaqGS: BIDU), JD.com (NasdaqGS: JD), Weibo Corp (NasdaqGS: WB), 58.com (NYSE: WUBA), Yirendai (NYSE: YRD) […]
E Broadcom: Compelling Dividend Growth Stock That Is Trading At A Discount
Broadcom (AVGO) is a semiconductor company that sells its products to customers from different industries, such as wireless communication and enterprise storage. Broadcom is a member of the Nasdaq 100. The Nasdaq 100 is an index of the biggest 100 non-financial companies that are listed on the Nasdaq stock exchange. The index is heavily […]
Big Auto Throws Down The Gauntlet
In a potential tectonic shift, industry heavyweights form a blockchain alliance Last week, four of the world’s largest automakers (Ford, GM, BMW and Renault) launched a blockchain1 alliance that could represent a tectonic shift, not just in the adoption of blockchain tech, but also in the race to lead the next iteration of the “automobile” industry. […]
Sentiment Pitfalls, The Gold Edition
In a couple of blog posts last year I discussed the limitations of sentiment as a market timing tool. With the most reliable sentiment indicators now revealing extreme negativity towards gold, it’s timely to revisit this topic using the current gold market situation as an example. There are two sentiment pitfalls that I mentioned in the earlier […]
The Conspicuous Consistency Of Curves
It’s not that curves are flattening. It’s where they are. There’s really no mystery surrounding any of this. The “conundrum” arrives only when starting from the Orthodox perspective; the one derived from Economists even though they don’t understand the bond market in the slightest. Short-term rates tend to “obey” central bank signals because central banks offer more […]
Turkey: Lira Bulls And Bears Duke It Out On Twitter
Is there a bullish case for the Lira? One person thinks so. Most think otherwise. Lira Plunge Resumes #Turkey Lira keeps falling as #Qatar currency swap agreement fails to stop the Lira rout. The deal is first step after Qatar’s $15bn investment pledge to Turkey. pic.twitter.com/LdK82ebU2o — Holger Zschaepitz (@Schuldensuehner) August 20, 2018 Interest Rates […]
Musk, Trump, And The Second Gilded Age
I’ve long admired Elon Musk as a technological visionary. But I worry about his sense of responsibility to the public. Last week Musk announced on Twitter that he intended to turn Telsa, the electric-car maker he founded, into a private company. He said the funding was “secured” – a claim that sent Telsa stock skyrocketing – […]
US Dollar Index Bulls Watching Support After Last Week’s Bearish Reversal
The big breakout in the US Dollar Index earlier this month had dollar bulls turning their eyes skyward toward 97.00, 98.00, and even 100.00, but based on last week’s price action, it may make sense for buyers to tap the brakes a bit. The greenback rallied on both Monday and Tuesday, then rose early in Wednesday’s trade […]
Credit Suisse Thinks You Shouldn’t Panic – Unless Trump Goes Ahead With Car Tariffs
When last I checked in on Credit Suisse’s James Sweeney, he was busy delivering a rather sobering assessment of balance sheet risk in the U.S. corporate sector in the context of the current economic cycle. One of the things Sweeney mentioned was that two things you shouldn’t do if you’re interested in forecasting the next recession are: “1) Count the […]
