Like Sands Through The Hourglass, So Are The Days Of Our Lies….
The Federal Reserve is like a soap opera, a never-ending melodrama is fraught with twists and turns, good times and heartbreak and most of all – lies.
SEC Fines Keurig $1.5 Million over Coffee Pod Recyclability Claims
The SEC announced that it has charged Keurig Dr Pepper Inc. (KDP) over claims by the company that its coffee pods could be recycled, despite not being accepted by major U.S. recycling companies.
How Strong Financial Policies Are Set To Shield Telcos From Economic Turbulence
We’ve long stated the importance of a robust telecom industry in the EU, and the much-anticipated Draghi report echoes that view.
Running Out of Money. Manic Metals Report
A record-breaking trade deficit deflation fears and China as well as increasing odds that the Fed is going to embark on a rate cutting cycle is causing one of the biggest potential moves in precious and industrial metals in decades.
Factor Investing: A Simple Guide On How It Works
Factor investing is popular among institutional and retail investors for smart beta investing strategies. The approach selects stocks for investment based on factors or attributes correlated with higher returns.
Argentine tax cut on PAIS opens opportunities for Chinese automakers in Latin America
Argentina's Minister of Economy, Luis Caputo, announced that starting September 2nd, Argentina will reduce the Federal Currency Tax (PAIS tax) on imported products.
Liquidity In The Market Has Vanished And Spreads Are Widening
Normally we go through and look at what the week is going to bring us and this week is going to bring us a lot of news flow especially from the fed and from the BoJ.
3 AI Stocks Worth Buying In September 2024
From autonomous driving to workflow and AI chips. +23% gains are on the table with these AI stocks.
One way or another
The stock market is said to be worth 200% of GDP. Where did that money come from?
Weekly Commentary: Validating the Bubble Thesis: Q2 2024 Z.1
Before our deep dive into data from the Fed’s Q2 Z.1 “flow of funds” report, I wanted to provide some color on the extraordinarily unstable market environment.
Chinese Automakers Are Far Ahead Of Ford And GM On Cost And Quality
The goal now appears to be to put so many restrictions and tariffs on everything without the necessary infrastructure. This makes EVs, solar panels, etc., too expensive for the masses to buy.
Beyond Politics: The Real Reason Behind Economic Data Revisions
Data revisions or political data manipulation? The tension between speed and accuracy better explains data revisions than nefarious activity. The monthly employment report provides a good example..
Asia Week Ahead: Central Bank Developments And An Incoming Data Flood
Data dumps for China and Japan as well as a raft of Asian central bank meetings make for a busy week ahead, despite public holidays across much of the region.
Election Impact on the Economy
Alhambra CEO Joe Calhoun provides his take on the impact of the presidential debate and presidential elections on the stock market and economy.
When Should the New Yew York Department of Financial Services have Rehabilitated American Transit Insurance?
Today I’m going to tell you about the worst P&C reserves I have ever seen, and tell you the story of how this came about.
XPDUSD Trading Strategy: Palladium Analysis & Forecast
The price is very close to a very potent resistance level.
Economic Data Forecasts For The Weeks Of Sept. 16 & 23
Here are my predictions for upcoming economic data releases in the U.S., including retail sales, home sales and housing starts.
CoT On The Future Through Futures, Hedge Funds Positioning
The enigmatic end-of-the-week rise in the odds for a 50-basis-point cut is nothing but markets’ way of putting pressure on the Fed. It is highly unlikely the Fed obliges.
ETF Focus - Precious Metals
It was another terrific week for precious metals, an asset whose strength I applaud.
Silver Trading Strategy - XAGUSD Analysis & Forecast
For now we have a bullish breakout on the weekly time frame, which needs to be confirmed next week.