I’m not going to weigh-in on the ‘trade war’ or ‘trade skirmish’ which has been generating numerous headlines lately, but instead, I would like to focus in this article on the boom in global trade growth. The turnaround in global trade was a big non-consensus call of ours in 2016 and helped underpin a bullish…
Vilas Capital, the hedge fund up 65% in 2017 run by a shrewd manager with an engineering background has a quick FYI on Tesla. In Vilas’ email to investors has an update on Tesla Inc (NASDAQ:TSLA) short thesis – see the full content below Also see 2017 letters to investors I think Tesla is going to crash in…
One of the great things about thematic investing is there is no shortage of confirming data points to be had in and our daily lives. For example, with our Connected Society investing theme, we see more people getting more boxes delivered by United Parcel Service (UPS) from Amazon (AMZN) and a several trips to the…
With each succeeding day, the obsession with the Federal Reserve continues. And the obsession is a good indicator of just how misinformed most of us are. This is true with respect to various policies, statements, and actions; and includes comments made by board members, either in speeches or interviews. But it is also true regarding…
Redenomination is Venezuela’s sorry story of the day. It won’t work. In a worthless attempt to halt hyperinflation, Venezuela Deletes Three Zeros From Its Failing Currency. Socialist Venezuela is going through a crisis that has left people struggling to pay for food and find medicines. Prices are being influenced by a black-market exchange rate that rises…
The stock market tanked on Thursday (-2.5%) and Friday (-2%). This is rare. Most of the “down on Thursday and Friday” historical cases saw the S&P fall a little on Thursday and accelerate the decline in Friday. Nevertheless, this is a bearish sign for next Monday but a short-medium term bullish signal for the stock…
I’ve got some interesting articles for you below and in full disclosure I also own shares in Silver Bull which is showcased by Bob Moriarty of 321Gold in his article below. This was a wild week in the markets with the financial markets tanking and gold break strongly to the upside. While gold has still…
Following a horrendous week of damage control through a choreographed game of MSM softball, Mark Zuckerberg is now trying to calm down Facebook employees in the wake of a massive data harvesting scandal. A March 18 exposé by The Guardian detailing how 28-year-old programmer Christopher Wylie “made Steve Bannon’s psychological warfare tool” missed its intended Trump-linked target and landed squarely on…
GBP/JPY The British pound initially tried to rally against the Japanese yen during the week, but as you can see on the chart we ended up struggling at the 150 handle. Because of this, we turned around to form a shooting star on the weekly chart, suggesting that perhaps we are going to continue to…
US Dollar Forecast: US Dollar Outlook Hinges on the Severity of Coming Market Turmoil The US Dollar has been of two minds about its response to brutal market turmoil. The severity of further bloodletting will be decisive from here. Japanese Yen Forecast: Japanese Yen Looks to US PCE and Continuing Trade Developments The Japanese Yen rose amidst aggressive risk…
