Real Estate: A Global Outlook
PWC and the Urban Land Institute have jointly issued a report on “emerging trends in real estate” around the globe, which stresses that real estate’s attraction as an investment, even as a cross-border investment, has held up notwithstanding unprecedented levels of concern about geopolitics. The “global drift back to domestic agendas” as exemplified in the “America First” […]
EC Retail Sales Conundrum
Retail sales were thoroughly disappointing in June. Whereas other accounts such as imports or durable goods had at least delivered a split decision between adjusted and unadjusted versions, for retail sales both views of them were ugly. Seasonally-adjusted first, spending last month was down for the second straight time. Worse than that, estimated sales were […]
Picking Great Gold Stocks 2
One of the primary keys to success in investment and speculation is picking the right stocks to trade. That’s no mean feat, as it takes great effort, expertise, and time to winnow the whole field down to the likely winners with the best fundamentals. Although deeply out of favor now in the summer doldrums, the […]
FAANGs In Finance: Joining The Customer Journey
The biggest opportunity for Financial Institutions today is getting their product into Google, Amazon, and Facebook’s customer experiences. 72% of millennials would rather bank with Google, Facebook or Amazon than their existing financial institution. You have to wonder how long it will be before these tech giants launch their own financial products. Financial institutions already […]
Billion Dollar Unicorns: Kuaishou To Focus On AI
According to a report by Zion Market research, the global digital photography market is expected to grow 6% annually from $77.66 billion in 2015 to $110.79 billion in 2021 driven by the increasing advancements within the social networking and photo sharing sites. Billion Dollar Unicorn club member Kuaishou is already reaping benefits associated with this trend. Kuaishou’s Offerings Beijing-based […]
National Debt Too High, Silver Price Too Low
Silver currently sells around $16, which would be sensible if the U.S. national debt was much less than its current $20 trillion. Given the massive national debt and 100 years of experience, silver prices could easily be double or triple their current prices, and far higher in a panic. WHY? Examine over a century of official […]
June Retail Sales: Down 0.2% MoM, Below Expectations
The Census Bureau’s Advance Retail Sales Report for June released this morning showed a slight decrease over the May figures. Headline sales came in at -0.2% month-over-month to one decimal. Today’s headline number was below the Investing.com consensus of 0.1%. Core sales (ex Autos) also came in at -0.2% MoM. Figures were revised going back to May […]
Investors Flee To Super-Safe Nasdaq As Rate Hike Odds Fall After CPI Miss
Well, equities are higher to start the session, which shouldn’t surprise you. After all, we got some bad data this morning. Remember what we said just prior to the CPI print? Here’s a reminder: Of course the difficult thing is figuring out how to trade this. Because if you’re long risk, you don’t want a print that’s too good, otherwise […]
Black Stone Minerals: Safe 7% Distribution Despite Subordinated Conversion
Master limited partnerships are fantastic vehicles for generating meaningful portfolio income. By avoiding tax at the organizational level in exchange for paying out most of their income as unitholder distributions, these investment vehicles create more unitholder income for each dollar of corporate profit. For this reason, MLPs appeal to retirees and other income investors. This MLP […]
