Forces Of Movement -Sunday, Oct. 14
Oct 14, 2018
Jeremy Parkinson
Finance, No picture
There are three broad forces of movement in the week ahead: the equity market performance, political developments, and economic data. It was a tumultuous week for equities, and there was not clear or obvious trigger. With US bond yields and equities trending higher this year, there does not seem to a reason why it ended last […]
Another MLP Jumps Ship
Oct 14, 2018
Jeremy Parkinson
Finance, No picture
Last week Antero Midstream (AM) became the latest MLP to simplify their structure. This is further evidence of the declining opportunity set for MLP-dedicated funds, and cause for investors to seek exposure to energy infrastructure that goes beyond MLPs to include corporations (see The Uncertain Future of MLP-Dedicated Funds). Like many MLPs before them, Antero is […]
No More “Business As Usual” For Europe’s Petrochemicals Companies
Oct 14, 2018
Jeremy Parkinson
Finance, No picture
Trade war With higher tariff barriers going up between the US and China, the European market is likely to experience an influx of polymers and other chemicals from exporters looking for a new home for their production, Displaced product which can’t go from the US any more to China and therefore will likely come to […]
‘I’ve Got Plenty Of Buyers’: Steve Mnuchin Says People Are Lining Up To Invest In Trump’s Banana Republic
Oct 14, 2018
Jeremy Parkinson
Finance, No picture
I’m reluctant to even dignify this with a post, but in light of the worsening tensions between Washington and Beijing and also in the context of the ongoing “Is China a currency manipulator?” debate, it bears mentioning. This will be purposefully brief. On Saturday, speaking to reporters on the sidelines of the IMF annual meetings […]
When Will The Fed Reduce Rates? Here’s The Magic Number…
Oct 14, 2018
Jeremy Parkinson
Finance, No picture
Some readers may question why we discuss inflation so much since it hasn’t catalyzed a change in the economic cycle in years. We contend the lack of inflation has been a major reason why this has the potential to be the longest expansion in over 100 years. With that in mind, we’ll look at the […]
11 Financing Options To Start A Business
Oct 14, 2018
Jeremy Parkinson
Finance, No picture
Entrepreneurship is both a dream and a career. It takes time, devotion, passion, and hard work. But, it also takes money. It takes initial financing and ongoing support. Once you start your own business in a passion you love, your dreams really do become a reality. It doesn’t take much to know when you need […]
Financial Wrap-Up: Weekend Edition
Oct 13, 2018
Jeremy Parkinson
Finance, No picture
Video length: 0017:17 Ira Epstein Shares his financial wrap-up following a crazy week in the markets.
Soft Drinks Industry Outlook: Will Healthy Options Bring Fizz Back?
Oct 13, 2018
Jeremy Parkinson
Finance, No picture
Non-alcoholic beverages like sparkling soft drinks, juices, enhanced water, sports and energy drinks, and dairy and plant-based beverages are the main constituents of the soft drinks industry. Additionally, some industry participants produce and sell handy foods and snacks, which complement their non-alcoholic flavored and sweetened beverages portfolio. The soft drinks industry holds a dominant place […]
Tall Buildings, Mighty Crashes
Oct 13, 2018
Jeremy Parkinson
Finance, No picture
On Wednesday the DJIA took an 800 plus point beating. On Thursday, another 500 points were shed. At the same time, the mood of real estate buyers has darkened. Austrian Business Cycle Theory is proven right again. President Trump is blaming the central bank, “No, I think the Fed is making a mistake. They’re so […]
Economic Data And Forecasts For The Weeks Of October 15 And 22
Oct 13, 2018
Jeremy Parkinson
Finance, No picture
Here are my forecasts for upcoming economic data. Forecast Prior Observation Consensus Week of October 15 October 15 Retail Sales – September 0.5% 0.1 0.6 Retail Sales, ex Autos 0.4 0.3 0.4 Retail Sales, ex Autos and Gas 0.4 0.2 […]