Gold On The Verge?
Aug 30, 2017Jeremy Parkinson0
Is Gold on the verge of a breakout? We discuss that as well as much more in this lengthy interview. Video Length: 00:57:04
Draghi Isn’t Powerful Enough To Stop This…
Aug 30, 2017Jeremy Parkinson0
Ok, so just a quick note on the euro. After blowing through 1.20 on Tuesday and getting some notable traction as a safe haven, the single currency has come off a bit on Wednesday, providing some welcome relief to eurozone equities which hit 6-month lows yesterday. The relief rally in the dollar now has the […]
Euphoria Peak
Aug 30, 2017Jeremy Parkinson0
The August reading of the “Euphoriameter” showed a small but noticeable move down from what was a more than 12-year high, certainly a post-financial-crisis high. As a reminder, the Euphoriameter tracks a composite of surveyed investor sentiment (AAII & II), implied volatility (the VIX), and valuations (forward PE). This composite view provides a holistic insight across […]
AstraZeneca And Takeda Ink Deal To Develop Parkinson’s Drug
Aug 30, 2017Jeremy Parkinson0
AstraZeneca PLC (AZN – Free Report) and Takeda Pharmaceutical Company Limited, a Japanese pharma company, have entered into an agreement to jointly develop and commercialize preclinical candidate MEDI1341. In fact, MEDI1341 is an alpha-synuclein antibody being developed for the potential treatment of Parkinson’s disease (PD). The candidate is due to enter phase I studies later this year. While […]
The Great Equity-For-Debt Swap
Aug 30, 2017Jeremy Parkinson0
There’s been a lot of attention paid to the amount of equity that has been removed from the markets by corporate takeovers and buyback programs. Bloomberg recently put the number at about $5.5 trillion. While it’s true this does reduce the supply of corporate equities in the markets it’s only half of the story. The […]
The Hunt For Survivors In An Amazon-Dominated World
Aug 30, 2017Jeremy Parkinson0
It’s been well-documented here… Amazon (AMZN) is a serial killer, and its prey is retailers — ones who never thought of building a moat. Now, I’ll be the first to concede… In the old paradigm, retailers didn’t need to think much about moats: The term “economic moat,” coined and popularized by Warren Buffett, refers to a […]
Has EUR/GBP Peaked?
Aug 30, 2017Jeremy Parkinson0
Despite better than expected inflation and confidence data, the euro extended its losses today below 1.19. There’s some talk that the ECB could opt for a dovish taper next week to avoid driving the euro higher and while it is not clear if they feel this way, the momentum is certainly tilted downwards for the […]
The Main Reason Option Traders Fail
Aug 30, 2017Jeremy Parkinson0
How to trade options and what is the main reason where options traders fail? Video Length: 00:04:59
Real Estate Portfolio Diversification With REITs
Aug 30, 2017Jeremy Parkinson0
Today’s most prolific investors know it, and it’s about time you did, too: real estate portfolio diversification is a tried and true strategy that no entrepreneur should be without. After all, what separates today’s best investors from the rest of the pack, if not for a propensity towards risk aversion? At the very least, it’s those that […]
EUR/GBP Daily – Reversing?
Aug 30, 2017Jeremy Parkinson0
Note the divergence from the 2-year EU-UK yield spread (favoring the UK). Possibly a key revesal pattern yesterday (doji candle).