Market Talk - Wednesday, Oct. 22
The major European stock markets had a mixed day today.
U.S.-China Trade Drama Continues As Stocks Gap Lower
The Dow and tech-heavy Nasdaq struggled the most, both dropping triple digits.
The Fiscal Flood Driving Global Reflation
Massive government spending and a global reflation are transforming markets in ways most investors don’t yet see.
Flying Blind: ADP Stops Giving The Fed Access To Its Private Jobs Data
After a speech by Fed Governor Chris Waller in August, ADP stopped giving the Fed data.
Heavy Activity In Energy Fuels Inc Call Options - A Speculative Play On Rare Earth Elements
Speculators have piled into short-term call options of a rare earth elements (REE) stock - Energy Fuels Inc. The volume of call options traded is over 26x the prior number outstanding.
"The Gold Isn't There" - The Collapsing Paper Gold Market
We discuss why the gold and silver prices have been going up so hard lately and what are the drivers behind the rally.
FX Today: Attention Remains On US-China Trade And U.S. Shutdown
The US Dollar snapped a multi-day positive run, coming under renewed downside pressure.
Dow Jones Industrial Average Drops As Fresh Trade Fears Rattles Markets
The Dow shed 350 points on Wednesday amid fresh trade war threats from the Trump administration.
Looking At Trends In The S&P UBS Leveraged Loan Index
The U.S. leveraged loan market has grown from nearly USD 400 million to USD 1.5 trillion over the last decade.
WTI Gains Traction Amid Surprise U.S. Inventory Draw And Weaker Greenback
WTI extends rebound for the second day, recovering from Monday’s multi-month low near $57.00.
HCA Healthcare Inc Chart Analysis
Technical analysis on the stock chart for HCA.
Here's What Wall St. Experts Are Saying About Tesla Ahead Of Earnings
Wall Street analysts disagree on Tesla ahead of quarterly results.
Netflix Stock Sinks On Earnings Miss: Time To Buy?
Netflix stock is a bit pricey trading at 49 times earnings, but that should come down with today’s selloff and make Netflix a more attractive option for investors.
Amazon.com, Inc. Stock: Falls As Leaked Report Reveals Plans To Replace 600,000 U.S. Workers With Robots By 2033
Amazon stock drops as leaked report reveals plan to automate 75% of operations and replace 600,000 U.S. workers by 2033
Why D-Wave Stock Is Emerging As Billionaires’ Favourite Quantum Computing Name
D-Wave stock is already trading at nearly 8x its price in mid-January.
Dollar Debasement: Reality Or A Dangerous Narrative?
Some pundits believe that the recent 10-15% decline in the dollar index is proof enough that the dollar is falling out of favor as fiscal deficits and inflation erode its value.
Energy and Financials Still Rule Deep Value
Energy and Financials remain the backbone of deep value, supported by high cash returns, prudent balance sheets, and managements focused on shareholder value.
Netflix Continues To Monetize Beyond Streaming
Netflix continues to see strong growth in the ad business and is on track to more than double ad revenues this year.
Rigetti’s Buy the Dip Price Revealed
Rigetti Computing shares have fallen 30% from their October highs, but this isn’t the end of the run. It’s the pullback traders have been waiting for.
The Fog Of Uncertainty, Ag Edition
As American agriculture faces declining commodity prices amidst (tariff induced) rising input costs and heavy debt loads, here comes uncertainty, elevated by the Federal shutdown.

