Category Archive: Finance, No picture
Overvalued Or New Paradigm?
Image Source: UnsplashAbstract: “What you don’t know about investing, is the investment history you don’t know” is one of my favorite expressions. It embodies some core investment principles: market cycles tend to repeat themselves, though often with variations; understanding the past is crucial for predicting the future; and investors who study history make more informed decisions.The […]
Weekend Reading – Booms And Brats
Image Source: PexelsHere are some things I think I am thinking about.1) The stock market boom/bust cycle.How should we think about the bull market in stocks in the context of its Covid era rollercoaster ride? Should we get the urge to chase the current bull market? Should we get more defensive in preparation for another bust? […]
Monetary Shocks: A Natural Experiment
Image Source: PexelsThe Economist has a recent article discussing a fascinating natural experiment: History does nevertheless throw up “natural” experiments. In an earlier paper, Mr Brzezinski, Mr Palma and two co-authors exploited one source of variation in the money supply of early modern Spain: disasters at sea. Ships carrying treasure to Spain from the Americas would sometimes […]
AskSlim Market Week – Friday, Oct. 19
Photo by Nicholas Cappello on Unsplash Technical and cycle analysis, and market commentary.Video Length: 01:41:47More By This Author:AskSlim Market Week – Friday, Oct. 4 AskSlim Market Week – Friday, Sep. 27 US Stock Market – S&P 500 Analysis – Saturday, Sep. 21
What Do Q3 Earnings Results Show?
Image Source: Unsplash The banks and other Finance sector companies gave us a good start to the Q3 earnings season. However, we will see if this favorable trend will continue this week as the Q3 reporting cycle really ramps up, with more than 450 companies reporting results, including 109 S&P 500 members. By the end of […]
Peloton Stock More Than Doubles In 2 Months: Is The Growth Sustainable?
Image Source: Unsplash Peloton Interactive Inc (Nasdaq: PTON) has had a difficult time adjusting to the post-pandemic world – but it looks like things are finally starting to change for the better.Shares of the connected fitness company have more than doubled over the past two months as financials improved on the back of its turnaround efforts.Following […]
SEC gives green light to NYSE and CBOE for spot Bitcoin ETF options trading
Key Takeaways SEC’s approval for NYSE and CBOE Bitcoin ETF options could reshape crypto derivatives trading. New position and exercise limits aim to prevent market manipulation in Bitcoin ETF options trading. Share this article The SEC has approved options trading on Bitcoin ETFs listed on both the New York Stock Exchange and the Chicago Board […]
How Difficult Is It To Take TSMC’s Market Share? Samsung Learns The Hard Way
Image Source: Unsplash Samsung Electronics, in a move that has exposed the company’s manufacturing issues, has asked ASML Holdings to postpone the dispatch of equipment for its new factory in Texas.The company has yet to acquire enough customers for its project to make operating the factory worth its while.The company is desperately looking for customers for […]
Should Investors Buy The Dip On This Warren Buffett Stock?
↵Image Source: Unsplash Ally Financial (NYSE: ALLY) was trending lower on Friday despite the online bank reported solid earnings in the third quarter that beat estimates.Ally Financial, a leading auto lender, posted $2.1 billion in revenue in the third quarter, which was up about 2% compared to the same quarter a year ago and topped estimates of $2.04 billion.Net […]
Election Risks Are Fading – Here’s What That Means
↵Image Source: Unsplash The VIX, which had been mostly stuck above 20, is falling fast – 18 and heading south. Inflation looks like it might be ready for a comeback, but that seems like the furthest thing from traders’ minds.They’re fixated on the election in a little more than two weeks, and they see risk fading […]
