Author Archive: Jeremy Parkinson
2018 Large Cap Biopharmaceutical Stocks : First Quarter Performance Update
It has been a rough start for large cap biopharmaceutical stocks but the ETFs (FBT) and (XBI) still outperformed the SPY YTD and over 12 months. Most Individual stocks lagged unless you owned Abbvie (ABBV) or Vertex Pharmaceuticals (VRTX). Here are some key takeaways: Buy the worst performers on technicals and valuations? BIIB CELG REGN. Look at […]
Walmart Seeks To Buy Humana: Good Idea? Walmart The Godsend?
Walmart is in negotiation with Humana. There is a range of options, including a direct buyout. The Wall Street Journal reports Walmart in Early-Stage Acquisition Talks With Humana. Walmart Inc. is in preliminary talks to buy insurer Humana Inc., according to people familiar with the matter, a deal that would mark a dramatic shift for the […]
Volatility Batters Markets Again
Video Length: 00:05:29 Trade war worries fade, but privacy concerns jolt markets anew U.S. President Donald Trump’s plans for tariffs on Chinese imports initially helped spark market volatility the week of March 19, Ristuben said, as worries over a trade war between the U.S. and China escalated. However, comments by top Trump administration officials the […]
Forex In Focus – NZD/USD
NZD/USD is consolidating near some critical technical levels ahead of a big week for economic data Video Length: 00:03:54
The Sector Rotation Out Of Tech Continues
Another Bad Day For Tech Tech stocks had a terrible day as the Nasdaq was down 0.85% and the S&P 500 tech sector was down 0.87%. The defensive real estate, consumer staples, and telecom sectors were all up more than 1%. This is a sign the sector rotation continued in a somewhat flat day as […]
Bitcoin Losses Are Costing Jobs
Bitcoin losses are costing jobs. At least, that is what the data suggests. There is a correlation between bitcoin price performance and interest in the bitcoin and cryptocurrency job market. Bitcoin losses are weighing. When times are good in the bitcoin price, it’s reflected in rising demand for cryptocurrency and bitcoin jobs. But as soon […]
How Many Trillions In Debt Are Linked To Soaring LIBOR?
Over the past month as Libor continued its relentless upward creep and is now higher for 37 consecutive sessions, the longest streak of advances since November 2005, and rising to 2.3118% while blowing out the Libor-OIS spread to a crisis-like 59bps, a cottage industry has developed to explain what is behind the dramatic move in Libor, […]
Market Week In Review – Friday, March 30
A look back at the past week, with ideas and opportunities for next week. Video Length: 00:14:14
Forex Preview For Q2: Euro, USD And JPY Themes At The Forefront Of Forex
As we turn the page into the second quarter of 2018, a number of interesting themes remain across global financial markets. The first quarter of this year turned out to be quite eventful. We got the rate hike out of the Federal Reserve in March and the Fed is now forecasting an additional two moves in the […]
So What Blows Up Next? Investor Psychology Shifts To The Dark Side
Facebook is an epic growth story. It now has an astounding 2 billion active users and a stock that – from an already richly-valued level – rose by 53% in the previous year. In February its market cap peaked at $560 billion, a number that exceeds the GDP of many countries. Over 90 percent of […]
