Be Careful What You Hedge
Earlier today, before the surge in equity futures, we outlined our arguments of why being a bear here is not…
Earlier today, before the surge in equity futures, we outlined…
Apple: Is M&A the Only Way Forward? Netflix the Obvious Target?
Apple (APPL US) share price dropped almost 10% post its profit warning, blaming the shortfall on China. Even though China…
Apple (APPL US) share price dropped almost 10% post its…
Bearish is Not Unique (here)
With the world feeling so extremely bearish, the contrarian in us has started to feel more excited by the day.…
With the world feeling so extremely bearish, the contrarian in…
Do you believe in Go(l)d or America?
We have been arguing for the strategic long gold logic since early autumn 2018. Our base case has been that…
We have been arguing for the strategic long gold logic…
Apple Cooked
Mighty Apple trades down 9% in pre-market. Catching falling knives is not a strategy we are overly impressed with. There…
Mighty Apple trades down 9% in pre-market. Catching falling knives…
Apple Didn´t Cook the FX Flash Moves
Two stories are dominating the media today; the Apple warning and the JPY related FX flash moves overnight. It is…
Two stories are dominating the media today; the Apple warning…
Apple: Suppliers to Follow Post Profit Warning
Apple (APPL US) issued a profit warning post close on Tuesday afternoon. WSJ writes; Apple lowered its sales forecast for…
Apple (APPL US) issued a profit warning post close on…
Flashy Moves
Earlier today we warned about elevated volatility and the low liquidity in markets. Not long ago we saw several flash(y)…
Earlier today we warned about elevated volatility and the low…
Apple: Despite all Worries – Still Dominates Smartphone Markets
Late last year we wrote about how everyone hated Apple (APPL US) and it might potentially be time to look…
Late last year we wrote about how everyone hated Apple…
Non Consensus Trump
Below is the best non-consensus view on Trump we have read over past days. Via City Financial. * Day 1…
Below is the best non-consensus view on Trump we have…
2019 – More of 2018
Markets continue 2019 pretty much with same sentiment as we saw develop throughout the autumn of 2018. Volatility continues, and…
Markets continue 2019 pretty much with same sentiment as we…
Gold – Giving and Giving
People in finance tend to be obsessed with thinking of “everything” in yearly terms (a direct effect of short-term focus…
People in finance tend to be obsessed with thinking of…
© 2024 AskBrokers.com