There are some important high-impact news items scheduled this week, primarily affecting the Euro, Japanese Yen, and Australian Dollar, as well as the Chinese Yuan. Therefore, volatility this week sho...
Article by Dana Olsen, PitchBook It’s not exactly a secret that VC investment in the transportation industry is on the rise. Ride hailing companies and self-driving technology are among the hottest...
On Thursday, in “The Hurdle Is Lower And The Risk Of A Central Bank F***kup Is Higher – Sound Good?,” we said the following about the rapid rise in DM yields we’ve seen since Mario Draghi tipp...
There was something of a change in tone last week. There is more recognition of improving conditions. With a tailwind from improving earnings, more will be wondering: What if you have missed the rally...
Q2 earnings season is finally here, and the next few weeks promise to be extremely busy throughout the global markets. As always, these earnings reports will give us a better picture of the latest con...
While most members are focused on the precious metals, I’ve been waiting patiently for two other sectors to setup a long term buy signal which I believe happened last week. I know you are well awar...
We discuss the poor performance of Mortgage Applications (Bad Yearly Comps – remember where the 30-Year Bond was after the Brexit Vote) some good and bad news for Houston Real Estate, and the re...
The U.S. Fed talks, markets move. That’s how it has always gone in the past. The question is: what to make out of it? Or, stated differently, does it make sense to even try to make something out of ...
One month after we reported that the “restaurant industry hasn’t reported a positive month since February 2016”, we can add one more month to the running total: according to the late...
Equity markets roared this week, led by the Nasdaq 100 (QQQ). The tech-laden index regained its footing, closing over 3% for the week, (its highest close since Goldman put out its hit job on semicon...