We get these headlines. *DEERE SAYS CONSTRUCTION MARKET IS SOFTER THAN EXPECTED. Then we have this. AMM [Reg]: Deere posts record earnings on strong equipment sales MACY’S INC <M.N> CFO SAYS THAT MUCH… Continue reading
Facebook & Apple NYU Prof Damodaran who correctly called for a FB buy at $18 now says says sell at $38. He also said sell AAPL at $700. “Syncapse, the social media marketing… Continue reading
My hair is standing. Another Gravestone ? Not to be alarmed. AsianMacro says monthly candles are just like checking the weather and no big deal. Besides the last one managed to convert itself… Continue reading
Just read that JPM recommend a cut loss on their Long SHCOMP trade. “Our note (Shanghai, Trading Buy) from 24th July flagged 1980 as an important level to defend and also a stop… Continue reading
I love big words. But I have a problem remembering them. What Aggregate Asset Allocation ? What Risk Parity Portfolios ? My brain goes into a whirl and of course, the first reaction… Continue reading
Gold did well overnight, so did the JPY. It seems that after years of USD weakness, some still cannot accept that the USD will be king in the next two years. What we… Continue reading
Zico, not his actual name, has been in the business for a long time, much longer than most of us, being able to recall the stock market in the 80’s. I was harassing… Continue reading
Equities – The Believers Vs The Non Believers
byGold is like a religion. You are a believer or you aren’t. It all started with Gold in April and now this belief system is imposed on almost all asset classes. To believe… Continue reading →