Weekly Economic & Political Timeline – Sunday, July 16
There are some important high-impact news items scheduled this week, primarily affecting the Euro, Japanese Yen, and Australian Dollar, as well as the Chinese Yuan. Therefore, volatility this week should be approximately the same as it was last week. The market will probably be most active on Thursday. Monday is a public holiday in Japan. […]
Self-Driving Cars And Beyond: Autotech Ventures Gambles On Ground Transportation
Article by Dana Olsen, PitchBook It’s not exactly a secret that VC investment in the transportation industry is on the rise. Ride hailing companies and self-driving technology are among the hottest topics in the business world, and as the way people transport themselves and their things continues to evolve, the sector is likely to receive even […]
Deutsche Bank: ‘The Limit Is Near’
On Thursday, in “The Hurdle Is Lower And The Risk Of A Central Bank F***kup Is Higher – Sound Good?,” we said the following about the rapid rise in DM yields we’ve seen since Mario Draghi tipped the first domino in Sintra late last month: To be sure, there’s something comical about the juxtaposition between […]
Weighing The Week Ahead: Have You “Missed” The Rally?
There was something of a change in tone last week. There is more recognition of improving conditions. With a tailwind from improving earnings, more will be wondering: What if you have missed the rally? Last Week Recap Last week began with stories about revised targets for the market and ended with Fed speculation. The market […]
Upcoming Earnings Reports To Watch: NFLX, GS, QCOM, MSFT
Q2 earnings season is finally here, and the next few weeks promise to be extremely busy throughout the global markets. As always, these earnings reports will give us a better picture of the latest consumer trends and the overall state of the economy, which means it’s incredibly important for investors to stay tuned in right […]
Emerging Markets & Basic Materials Breaking Out Together
While most members are focused on the precious metals, I’ve been waiting patiently for two other sectors to setup a long term buy signal which I believe happened last week. I know you are well aware of my mantra that big consolidation patterns lead to big impulse moves. What’s pretty amazing is these two sectors have […]
Real Estate And Housing News – Saturday, July 15
We discuss the poor performance of Mortgage Applications (Bad Yearly Comps – remember where the 30-Year Bond was after the Brexit Vote) some good and bad news for Houston Real Estate, and the return of the securitization market for subprime residential mortgages in this market video. There is too much capital sloshing around the […]
U.S. Fed Speaks, Markets Disconnect. What’s Wrong?
The U.S. Fed talks, markets move. That’s how it has always gone in the past. The question is: what to make out of it? Or, stated differently, does it make sense to even try to make something out of it? First, let’s see what exactly the message of the U.S. Fed was, specifically on Thursday […]
US Restaurant Industry Stuck In Worst Collapse Since 2009
One month after we reported that the “restaurant industry hasn’t reported a positive month since February 2016”, we can add one more month to the running total: according to the latest update from Black Box Intelligence’s TDn2K research, in June both same-store sales and foot traffic “growth” declined once more, dropping by -1% and -3%, respectively, […]
Sunny Outlook For Solar
Equity markets roared this week, led by the Nasdaq 100 (QQQ). The tech-laden index regained its footing, closing over 3% for the week, (its highest close since Goldman put out its hit job on semiconductors on June 9). The only big swoon last week occurred after Trump, Jr. released e-mails related to the Russian election […]
