Emerging Markets Bonanza
A mix of; falling oil prices, a “pause” in the Fed´s rate hiking cycle and a softer USD could all…
A mix of; falling oil prices, a “pause” in the…
Fed Looking for Collapsed Inflation?
Last week we asked ourselves rhetorically: Given the continuation in oil prices, we ask ourselves when will the market start…
Last week we asked ourselves rhetorically: Given the continuation in…
China: Are the Knives out for President Xi?
The current president of China, President Xi has since he was elected president consolidated more power than any recent leader.…
The current president of China, President Xi has since he…
Amazon Advertising: Signs of Beginning of the End of Google and Facebook Dominance?
Previously we wrote about how Amazon’s (AMZN US) Ad revenues are increasing and how this could hit both Facebook (FB…
Previously we wrote about how Amazon’s (AMZN US) Ad revenues…
Italian Yields Crashing – (crowded) Equity Shorts Burning
The Italian budget saga continues early this Monday. Last week we pointed out some positive “psychology” was forming in the…
The Italian budget saga continues early this Monday. Last week…
Will Crashing Oil bring out the Powell Put?
Oil continues collapsing. The 7% move today is probably magnified due to lack of liquidity post-Thanksgiving, but nevertheless, the move…
Oil continues collapsing. The 7% move today is probably magnified…
Italian Hopes and GBP Implodes
Today should be a “dull” day with most senior investors digesting the turkey. Despite this fact, there are some early…
Today should be a “dull” day with most senior investors…
To Deal or Not to Deal
Theresa May: “The British people want this to be settled. They want a good deal that sets us on course…
Theresa May: “The British people want this to be settled.…
Watch Crashing European Credit for Clues
Thanksgiving used to be about calm markets and enjoyable moments, but this Thanksgiving seems to be different. With the US…
Thanksgiving used to be about calm markets and enjoyable moments,…
NASDAQ, Apple and Tencent “Dynamics”
We were early to point out the problems Tencent was facing in a series of articles earlier this summer. Investors…
We were early to point out the problems Tencent was…
US Farm Bill Could Legalize Hemp – Effect on Cannabis Stocks
Cannabis stocks all rallied into the legalization of its recreational use in Canada earlier this year. After the law came…
Cannabis stocks all rallied into the legalization of its recreational…
Was Bitcoin’s rise all due to price manipulation? Department of Justice investigating.
Bitcoin (BTC US) and other cryptocurrencies had a parabolic increase in 2017. The price increased from around $1000 to closer…
Bitcoin (BTC US) and other cryptocurrencies had a parabolic increase…