Category Archive: Finance

MAGA Coin Surges 20% – Thanks To Elon Musk 
                    
 

MAGA Coin Surges 20% – Thanks To Elon Musk  

Elon Threw MAGA to the SpotlightElon Musk, the man behind Tesla, posted a meme image on X with “Make America Great Again.” He was talking about the US leadership with the elections coming up. And even though he denied backing any candidate before, Musk’s huge donation to a Super PAC supporting Trump made his support pretty clear. Image […]
Can One Have A Recession Start When Real Household Wealth Is Rising?

Can One Have A Recession Start When Real Household Wealth Is Rising?

depositphotos Torsten Slok presents this graph and writes, “The bottom line is that the tailwind to consumer spending for homeowners and equity owners is significant, in particular when combined with record-high cash flows from fixed income.” Source: Torsten Slok/Apollo, 19 July 2024. This made me wonder whether we’ve seen NBER peaks at quarters where household net worth has been rising. […]
TSMC Reports Q2 Results

TSMC Reports Q2 Results

Recently reviewed TSMC (TSM) reported their Q2 earnings this week. Results looked good: revenue was up 40% (33% in U.S. dollars), with stable gross margins and solid cash flow.  depositphotos Sub 7 nanometer products accounted for 2/3rds of revenue, magnifying the firm’s competitive advantages (only Samsung competes in this space). High performance computing applications (HPC) – driven […]
Our Pure-Play Quantum Computing Stocks Portfolio Reversed Direction Last Week

Our Pure-Play Quantum Computing Stocks Portfolio Reversed Direction Last Week

 Image Source: UnsplashQuantum ComputingThe better the computing power the better a semiconductor will perform and, as such, the race is on for companies to radically upgrade the computing power of their models. That’s where “quantum computing” comes in. (Check out this video on Quantum Computing: 4 Things You Need to Know.) Pure Play CompaniesPure-play companies concentrates all […]
Latest Reading Of CoT Report: Futures Positions Of Noncommercials

Latest Reading Of CoT Report: Futures Positions Of Noncommercials

Following futures positions of non-commercials are as of July 16, 2024.10-year note: Currently net short 637.5k, up 219.6k.Non-commercials showed aggression in raising net shorts in 10-year-note futures to a 19-week high. In the week to January 16th, they were net short a record 889,385 contracts. This week, their holdings were up 53 percent week-over-week to 637,486 […]
The CrowdStrike Debacle Caused Our CyberSecurity Portfolio To Decline By 7%

The CrowdStrike Debacle Caused Our CyberSecurity Portfolio To Decline By 7%

Image Source: Pixabay An IntroductionThe damage inflicted by cybercrime could reach as high as $10.29 trillion by 2025 (see report here) and, as such, sophisticated cyber security is crucial to protect networks, systems and other digital infrastructure from malicious attacks. That being said, only 10% of the security solutions market has currently been penetrated, with research (source) suggesting that […]
Trade War 2.0: The Reckoning

Trade War 2.0: The Reckoning

Hold onto your portfolios, folks! The spectre of a second Trump term is looming, and China watchers are scrambling to assess the fallout for the world’s second-largest economy. The big question: What happens if the former president and his new running mate JD “I Don’t Like China” Vance decide to turbocharge the trade war?If Trump […]
How To Invest In Small Cap Value Stocks In 2024

How To Invest In Small Cap Value Stocks In 2024

Welcome to Episode #375 of the Value Investor Podcast.Every week, Tracey Ryniec, the editor of Zacks Value Investor portfolio, shares some of her top value investing tips and stock picks.Even as the large cap indexes seemingly hit new highs nearly every day in 2024, the small caps have lagged. The Russell 2000 is up just 9.2% […]
Gold Trading Strategy: XAUUSD Current Analysis And Forecast

Gold Trading Strategy: XAUUSD Current Analysis And Forecast

Video length 00:03:43More By This Author:Gold Trading Strategy & Forecast For Wednesday, July 17 PLATINUM Trading Strategy, XPTUSD Analysis & XPTUSD Forecast – Saturday, July 13 Palladium Trading Strategy & XPDUSD Analysis XPDUSD Forecast – Saturday, July 13
Is The Trump Train Leaving The Station?

Is The Trump Train Leaving The Station?

In this episode of Macro-To-Micro Power Hour, Samantha LaDuc and Craig Shapiro discuss the hedge fund factor rotation, its impact on market pricing, and the significant unwind in trades amounting to a trillion dollars in a week. They explore macro risks in the current economic environment, highlighting the role of options expiry in shaping market […]