Gold/Silver Shorts Extreme
The gold-futures and silver-futures short positions held by speculators have rocketed up to extremes in recent weeks. These elite traders are aggressively betting for further weakness in gold and silver prices. But history has proven extreme shorts are a powerful contrarian indicator. Right as speculators wax the most bearish as evidenced by their collective bets, […]
Europe ETF (FEP) Hits New 52-Week High
For investors seeking momentum, First Trust Europe AlphaDEX Fund (FEP – Free Report) is probably on radar now. The fund just hit a 52-week high, and is up about 30.7% from its 52-week low price of $27.67 per share. But are more gains in store for this ETF? Let’s take a quick look at the fund and the […]
Which European Strategies Work Now?
With the news flow we’ve seen thus far in 2017, it would have been difficult to predict any broad-based strategies focused on European equities being up 20% or more around the half-year point. Yet:1 European equity indexes have significantly outperformed U.S. equities, giving credence to the belief that after elections ended up outside of the […]
Long Term Yields At Key Inflection Point – Be Ready For Higher Rates!
Fund Manager Dana Lyons thinks we are in for rising yields over the long term. We look at the charts as well as some other factors that make Dana and his team believe this will be a long term trend. Dana also comments on the broad equity markets and if they will start breaking down. […]
USD/JPY Unfazed By BoJ, Weakness To Persist On Less-Hawkish FOMC
Ticker Last High Low Daily Change (pip) Daily Range (pip) USD/JPY 111.17 112.08 111.15 74 93 The near-term outlook for USD/JPY appears to be unfazed by the dovish comments coming out of the Bank of Japan (BoJ) as the pair slowly works its way back towards the June-low (108.80). USD/JPY slips to fresh monthly lows […]
FAANGs In Finance Pt. 2: Amazon
<< Read Part 1: FAANGs In Finance: Joining The Customer Journey This spring, at TechCrunch Disrupt Asia, a leading VC called Amazon the next biggest FinTech company. In this post, we explore the opportunities for Amazon to enter Financial Services – and how today’s Financial Institutions can leverage the Amazon platform to engage tomorrow’s investors. The […]
Netflix Stock Soars As It Gains More Subscribers
Netflix surprised investors with better than expected subscribers growth in the second quarter of 2017. Several days ago Netflix released its financial statements which must have made its shareholders very happy because the stock shot up 13% the next day. The online streaming company added over five million new subscribers around the world, which is more than […]
Honeywell Q2 Earnings And Revenues Beat Estimates
Global diversified technology and manufacturing firm Honeywell International Inc. (HON – Free Report) has a balanced mix of long and short-cycle businesses. With a flexible yet disciplined focus on cost and productivity, HON remains focused on increasing its presence in high-growth regions. However, despite HON’s proactive restructuring initiatives, it is yet to witness signs of stabilization in a number […]
EU-US 2-Yr Spread Lagging Rally In EUR/USD
If you consider what ECB President Draghi said, which sounded quite dovish, it doesn’t match with the sharp rally in euro. Is this move just about portfolio flow into equities (i.e. buy euro to invest in EU markets) as it seems the institutional guys are loving EU equities given the continued expectation of quantitative easing? […]
ECRI Weekly Leading Index: “All Signs Point To A Cyclical Slowdown In Inflation”
Today’s release of the publicly available data from ECRI puts its Weekly Leading Index (WLI) at 144.8, up from the previous week. Year-over-year the four-week moving average of the indicator is now at 4.99%, down from 5.12% last week. The WLI Growth indicator is now at 2.6, up from the previous week. “All Signs Point […]
