Newsclips
The End Of The Auto Industry?
November 7, 2017
Automakers and investors are acting as if the internal combustion engine will no longer be produced within 20 years.
Automakers and investors are acting as if the internal combustion engine will no longer be produced within 20 years.
You will rarely find an investment with 100%+ gains in less than 2-years, but investors cannot run away from it fast enough.
Bitcoin volume originating out of China could be 20% of volume, but it is over-the-counter and hidden from the authorities.
Bloomberg View – Bond Traders Exit Pivotal Week With No Signs of Fear This Goldilocks-like environment of faster growth and sluggish inflation is keeping equity markets buoyant, but the bond market is struggling once again with a large bearish position that is limiting the impact of the good economic news. In other words, there are no… Continue reading Bond Volatility Drops Again
Charts of the stock market's valuation.
Bloomberg Business – Fed’s Williams Lays Out Case for Considering Price Level Target “It’s a powerful way to cope with the zero lower bound, but it also has advantages even away from that,” Williams said of the strategy, speaking on a call with reporters on Nov. 3. Because of the uncertain output gap, “there’s this other… Continue reading SF Fed Chief John Williams Speaks
Bloomberg.com – Bears Say 70 U.S. Cents Looms for the Aussie Dollar RBA to stay ‘on hold as far as the eye can see,’ Aberdeen says Aussie slid 2.3% in October, biggest monthly decline this year “The RBA is on hold as far as the eye can see,” said James Athey, London-based senior investment manager at… Continue reading Australian Dollar
CNBC – The Trump Fed: New faces, but less experience and so bigger chances for a market disruption * With the announced departure of New York Fed President William Dudley, the Fed will be without all three of its top-ranking officials of the past several years. * Along with Dudley’s exit next year, current Chair… Continue reading The New Faces At The Fed
The Wall Street Journal – Bank Bets Tied to Government Bailouts Soar Up to 1470% in a Year The U.S. banking industry is booming—a development that is bringing windfall gains to a small group of investors who had the gumption to buy esoteric bank securities when the outlook for financial firms and the economy was far… Continue reading TARP Warrants Win
A closer look at Russell 2000 sub-indices shows a few brights spots where value is outperforming growth.
Forecasts indicate potential for the Australia / U.S. 10-year spread to widen.