Author Archive: Jeremy Parkinson
The Robotaxi Is Scheduled To Arrive Tomorrow
Image Source: Unsplash Tesla (TSLA) has been one of the most polarizing companies for years. I have often referred to it as a “faith-based” stock, and it is well-documented that the early adherents were richly rewarded for their belief in the company and its founder, Elon Musk. Over the past couple of years, some might have […]
FOMC Minutes Show Fed Considerably More Divided Over Size Of Rate Cut
Since the last FOMC meeting on September 18th, bonds have suffered a bloodbath while gold, stocks, and the dollar are all up modestly… Source: Bloomberg Despite the apparent dovish pivot, the market’s expectations for rate-cuts (this year and next) has plunged dramatically… Source: Bloomberg This should not come as a huge surprise as Powell’s raison d’etre for major […]
Government Hiring Clouds True Jobs Picture
Image Source: Pexels “Davidson” submits:US Employment is reported higher with 254,000 the Establishment Survey and 430,000 for the Household Survey. Past Establishment reports were again revised lower. Government employment continues to soar supporting suspicions that these numbers are being padded and manipulated. With data adjustments of recent months and the high rate of hiring for government […]
Qualcomm’s Apple Threat Explains Interest In Intel
Image Source: Pexels Qualcomm is humming. The semiconductor company’s market value has risen 50% this year to around $190 billion, and the wireless company’s businesses should generate $11 billion of excess cash for its fiscal year, which ends in September. Now it’s mulling buying part, or even the whole, of Intel. Intel’s size and the scope of its […]
Meme coin whale’s wallets exposed in new ZachXBT’s report
Key Takeaways On-chain researcher ZachXBT uncovers wallets across Ethereum and Solana tied to Murad Mahmudov. Murad Mahmudov’s wallets revealed, prompting the market to keep a close eye on his next moves. Share this article On-chain researcher ZachXBT, has uncovered 11 wallets associated with crypto trader Murad Mahmudov, containing approximately $24 million in meme coins. 1/2 […]
Analyzing Agency REITs
Image Source: Unsplash Numerous reader requests following our article, Agency REITs For A Bull Steepener, prompted us to write this follow-up with more detail about how to analyze agency REITs. This article doesn’t recommend specific agency REITs, but it does lay out some of the fundamental basics of the largest publicly traded agency REITs. In doing so, […]
Supercharge Your Returns Using Microsoft Covered Call ETFs
Image Source: Pixabay Aone-versus-one dogfight is one of the most challenging types of flights. This type of mission pits one pilot’s skills against his opponent. This air combat training that I received when I was a fighter pilot was not the type of mission where you wanted to come home second best.Single stock covered-call ETFs have […]
Revised Q3 GDP Nowcast Continues To Indicate Solid U.S. Growth
Economic output for the US remains on track to increase at a robust pace in the government’s upcoming third quarter GDP report scheduled for Oct. 30, based on the median nowcast via several sources compiled by CapitalSpectator.com.Today’s update indicates a 2.6% rise for the real annualized rate in Q3. If correct, growth will downshift modestly […]
The S&P/BMV IPC During Each Presidential Administration In Mexico
On Oct. 1, 2024, a new presidential administration took office in Mexico amid a series of constitutional reforms and a new political landscape. Political change can create uncertainty, so it is useful to analyze past periods to identify trends and gain insights on the effects of similar events.How did the S&P/BMV IPC and the MXN/USD exchange rate […]
Qualcomm And Honeywell Extend Partnership To Boost Energy Sector AI
Image courtesy of 123rf.com Qualcomm Technologies, Inc. (Nasdaq: QCOM) and Honeywell (Nasdaq: HON) announced on Tuesday an expansion of their collaboration to develop artificial intelligence-powered solutions for the energy sector. The partnership aims to revolutionize industrial operations by integrating Qualcomm’s advanced connectivity and AI technologies into Honeywell’s applications, including the Field Process Knowledge System (PKS). Qualcomm and Honeywell Extend […]
