Asian ‘FANG’ Stocks Suffer Worst Week In History
Dec 02, 2017Jeremy Parkinson0
Representing a major segment of EM stocks, TATS are the Asian ‘FANGs’, and they just suffered their worst week on record. Taiwan Semi, Alibaba, Tencent, and Samsung are TATS and account for over 16% of the MSCI EM Stock index (considerably more than FANG stocks represent in the S&P). TATS have traded lower for 4 of the […]
Bitcoin, Taxes, & North Korea: What It Means For Stocks In 2018
Dec 02, 2017Jeremy Parkinson0
(1:00) – Bitcoin Surges To $10,000 (5:00) – Trump’s Tax Reform (10:10) – Jerome Powell’s Fed Chair Testimony (13:40) – Tech Sector Selloff (21:30) – Episode Roundup: [email protected] On today’s episode of the Zacks Friday Finish Line, Content Writer Ryan McQueeney and Editor Maddy Johnson take on this week’s biggest stories, including the progress made […]
Real Estate Financing Options You May Have Overlooked
Dec 02, 2017Jeremy Parkinson0
The sheer volume of real estate financing options made available to today’s investors is staggering. Whether you realize it or not, there are countless opportunities to land the funds for your next deal — if you know where to look, that is. Hard money lenders — and even private money lenders, for that matter — are practically […]
Introduction To Hedge Funds, In Words And Pictures
Dec 02, 2017Jeremy Parkinson0
For many entry-level investors, hedge funds are shrouded in mystery and exclusivity. It’s common, for example, for media coverage to focus on the ultra-wealthy founders and CEOs of hedge funds, such as Ray Dalio or Bill Ackman, as well as their secretive investing strategies or exclusive clientele. Like investment banks, they are seen as an […]
Limited Partners, Limited Rights
Dec 02, 2017Jeremy Parkinson0
Investors in Master Limited Partnerships (MLPs) have more limited rights than most equity investors in corporations. They’re called Limited Partners (LPs) for a reason. There’s often a General Partner (GP) who runs the business on behalf of the LPs. GPs have preferential economics, governance, and information rights, and we concluded many years ago that the […]
Updated Geometric Analysis On Bitcoin/US Dollar, Including Parabolic Channel Analysis
Dec 02, 2017Jeremy Parkinson0
Short-Term/Daily: Bitcoin should continue to move higher off cumulative average support. Matching support from the top of Wednesday, November 29 is also given from parabolic channels. Intermediate-Term/Weekly: Continued bull market expected. Upside target of $17,000 once we see bullish confirmation. That will complete an inverted parabolic move. SHORT-TERM VIEW: Bitcoin found support around a […]
What Is Behind China’s Bond Rout?
Dec 02, 2017Jeremy Parkinson0
Until a modest dip in Chinese bond yields in the past two days, 10y CGB and 10y policy bank bond yields soared by 40bps and 70bps, respectively, over the last 2 months. In fact, Chinese government notes are headed for the worst selloff since 2013, with the 10-year yield surging 86bps this year to 3.92%, and […]
Market Volatility Rises After Flynn Guilty Plea – A Sign Of Things To Come?
Dec 02, 2017Jeremy Parkinson0
On today’s edition of Market Week in Review, Consulting Director Todd LaFountaine and Mark Eibel, director, client investment strategies, discussed market reaction to U.S. tax reform efforts as well as former U.S. National Security Advisor Michael Flynn’s guilty plea. Markets pleased by tax reform bill, unnerved by Flynn news The U.S. Senate’s efforts to pass […]
The Reason Not To Sweat The 2018 Stock Market Drawdown
Dec 02, 2017Jeremy Parkinson0
This has been a smooth year for the S&P 500. So smooth, in fact, that so far this year, the market has had one of the smallest drawdowns ever. A drawdown is measured from any high and low during the year, indicating the maximum amount prices could have fallen in each year. Throughout 2017, it has […]