This Weeks Earnings Announcements Jan 21 to 25
We are now more than halfway through earnings season and it seems that economic slowdown and trade war fears are not manifesting. We still have a long way to go to get…
Is the Chinese Economy the Problem?
To our way of thinking, the Q4-2018 share price selloff in the US equity market really came out of nowhere. The economy is growing at a circa 3% rate, job growth…
Netflix Update
On Friday's show, Dan proposed a bearish earnings trade in Netflix (NFLX). One of the big reasons Dan wanted to fade the stock was that NFLX was up bigtime since…
Breaking Bonds
The biggest beneficiary of the equity and high yield bond market selloff was the long end of the US Treasury Bond market. Price of long-term Treasuries rose as people sold…
Are the Financials the Canary in the Coal Mine?
The "risk" markets, both equity and high yield debt have had quite a recover since the Christmas. We are now seeing many analysts and market commentators turn from bearish to bullish.…
Should We Be Worried about AOC’s Proposal for Higher Tax Rates
In a word, yes but hot for the next few years. So long as the Republicans hold the Senate or Presidency, we are not at risk of higher tax rates.…
This Weeks Earnings Announcements Jan 14 to 19
Earnings season is picking up and we anxiously await what companies have to say. Will earnings flatline? If so, the bears may take control once again. Will earnings move higher?…
Netflix… Will the Show Go On?
Netflix, Inc., (NFLX) is engaged in the delivery of television (TV) shows and movies over the Internet. The company is organized into three segments: Domestic Streaming, International Streaming, & Domestic…
The Dollar’s Next Move
The US Dollar has been in a bullish trend for much of the past year. We think this is due to a few of macro factors that made the US…
Time to Revisit South Africa
The investment story of South Africa is one we talk about on these pages but one we rarely seen covered by the US Financial Press. This is a bit odd…