Monthly Archives: May 2018

Still No Plausible Path To Hysteria

The yearlong wireless data plan nightmare is officially over. For the second month in a row, the CPI for Wireless Telephone Services, which includes any unlimited data at fixed prices, was more stable in its annual comparison. In April 2018, the index was nearly flat to April 2017; down by less than 1%. It was,…

Market Talk – Thursday, May 10

The energy price rally was again the reason given for positive equity markets around the world and Asia benefited also. The Hang Seng (+0.9%) performed the best, but only just edging out the +0.8% rally seen in the KOPSI index. Retail tech and financials helped the run, whilst currency movements also play their part. The…

Market Talk – Thursday, May 10

The energy price rally was again the reason given for positive equity markets around the world and Asia benefited also. The Hang Seng (+0.9%) performed the best, but only just edging out the +0.8% rally seen in the KOPSI index. Retail tech and financials helped the run, whilst currency movements also play their part. The…

FV Why Cybersecurity ETFs Are Soaring Th

Video Length: 00:08:16 Our world is becoming increasingly digital and interconnected, bringing us new opportunities, but also creating enormous challenges. The abundance of digital information and sophisticated tools available to process and share that information make it very hard to ensure data security in this interconnected world. That is why cybersecurity threats and cyberattacks are…

EC Are You Sti

Inertia is a powerful force – and if you’re like most Americans – you’re still earning almost nothing on your cash because of it. According to Bankrate.com, the national average yield on savings and money market accounts are currently 0.09% and 0.15% respectively. Many of the largest banks (Bank of America, Chase, Citibank, HSBC, and Wells…

USDCAD – On The Way To 1.2600?

One of the strongest currencies over the past few days has been the loonie. It’s up more than 230 pips against the buck since the start of the week after having failed to take out the upside at 1.3000 level. Higher oil prices. strong funda data and creeping doubt that the Fed will not hike…

SolarEdge Q1 2018: Becoming A Smart Energy Company

SolarEdge reported another impressive quarter and announced that is entering the UPS business with the purchase of Gamatronic’s assets. We present Gamatronic business and financials, and comment on the acquisition in the context of other recent smart-energy initiatives. We update the valuation model and rate the investment opportunity against “the Google hurdle”. SolarEdge Technologies (SEDG)…