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Archives by Year:
Australian Dollar Pressured But May Have Suffered Enough
Australian Dollar Fundamental Forecast: Bullish Weak consumer price inflation pulled the rug out from under the Australian Dollar last week The overall backdrop for the currency remains a bit gloomy But there’s some chance that the coming week’s data could perk it up Just getting started in the AUD/USD trading world? Our beginners’ guide is here to help The Australian Dollar […]
Stocks To Trade: Universal Display, Cyrpress Semi, Whirlpool
Take a look at three trading ideas to prep you for the next trading session. Long Universal Display (OLED) Long Cypress Semiconductor (CY) Short Whirlpool (WHR)
Don’t Ignore The Opportunities In Undervalued Small Caps
The rising tide of the stock market has lifted all boats over the past several years, but it’s lifted some more than others. Look at returns from just about every time period over the past decade or so, and you’ll find one segment almost always come out on the bottom – small cap value. In […]
A Plethora Of Risk Events In The Week Ahead
Tech stocks sent screaming higher on Friday after earnings announcements from tech giants – AMZN, MSFT, GOOGL, and INTC. The earnings announcements also sent FB and AAPL much higher. In this crucial weekend video newsletter update we look at the many risks in the market place this upcoming week. Do not view risk as only […]
Two Things: Buybacks And ETFs
Goldman is out with their weekly piece documenting the conversations they’re supposedly having with clients and this week’s installment is pretty interesting as it touches on a particularly important debate about what the best use of corporate cash is. As you’re undoubtedly aware, the corporate bid (i.e. buybacks) has been a key pillar underpinning U.S. […]
Week In Review: China Resources Pharma Files For $369 Million China Life Science Investment Fund
China Resources Pharmaceutical (HK: 3320) filed with the Hong Kong exchange to raise $368.5 million in an investment fund (see story). The fund will be run by its subsidiary, CR Pharm (Shantou). It will make equity investments in China pharma companies, though it was not disclosed whether the fund’s character will be venture or private equity. CR Pharm, China’s second-largest […]
Trick Or Treat Markets
In last week’s missive, I discussed the “seemingly impervious advance” being driven by the advancement towards “tax reform and tax cuts.” “The last leg higher has been directly responsive to the ramp up in the political “marketing surge” surrounding “tax cuts and tax reform.” With the House having already passed their respective budget resolutions, late Thursday, the Senate passed a budget […]
Vegas Presentation – The State Of The Markets
Here’s my talk in Vegas from earlier this month. It’s only 30 minutes but I covered a good bit of ground including: The passive investing craze. The importance of diversification in global asset allocation. Navigating high equity valuations. Why the aggregate bond index is imperfect. Why you should extend your duration in a bond portfolio. […]
USD/CAD Forecast Oct. 30 – Nov. 3 2017
Dollar/CAD was moving on up in a busy week, hitting the highest levels since the summer. The upcoming week features two big events: the GDP release and the jobs report. Will the loonie continue suffering? Here are the highlights and an updated technical analysis for USD/CAD. The Bank of Canada did not raise rates and also went […]
Spain’s Ibex 35 Index Mired In Long-term Congestion Zone
In the midst of political and social uncertainty surrounding the recent referendum in Catalonia to separate from the rest of Spain and Prime Minister Rajoy’s aim to stop it, Spain’s Ibex 35 Index has been faltering, as shown on both the longer-term Monthly chart and the short-term Daily chart below. Longer term, price ran into major resistance in the form of […]
