Emerging Market Rout Approaching Bottom $USD, $AUD, $NZD Franklin Templeton Investments says the rout in emerging markets may be nearing a bottom, but says that there are still countries like the Philippines that will suffer. Given the uncertainty, the money manager is keeping a net neutral USD position, while making trades including shorting the Philippine […]
President Trump’s Mexico Trade Deal a Look at the Future President Donald Trump has sidestepped conventional processes, protocols and procedures in trade negociations Last Monday, the US reached a preliminary trade agreement with Mexico that addresses several American grievances. A similar deal with Canada may also to be on track. These breakthroughs, combined with an easing […]
Bitcoin (BTC) Recovers, Key SKorean Exchange Back Online $BTCUSD Bitcoin is rallying this week after the 5th largest crypto exchange in the world, Bithumb, reopened. It had temporarily shut down new account registrations after a $30-M hack in June. All of this buying is coming from Asia, the biggest news in the market now is […]
Stress for Millennials: Money, Health or Politics Millennials say their finances cause them more stress than politics, work or health, according to a new study. “Politics is a huge stress for people and we know work is a big stress,” says Michael Katchen, CEO and co-founder of Wealthsimple, the online investment management service behind the […]
Financial Advisors Have to Take Notice of Cryprocurrency Investments $BTCUSD, $ETHUSD Perhaps the most interest among everyday investors in several years are cryptocurrencies like Bitcoin or Ethereum. But, the majority of financial planners are less excited. Wirehouses including: UBS (NYSE:UBS), Merrill Lynch Bank of America (NYSE:BAC) and Morgan Stanley (NYSE:MS) have forbidden their advisors from buying and selling […]
The Whats’ About Blockchain Value $BTC, $IBM Dominant players who can establish their blockchains as the market solutions are making big bets now With all the talk and chatter about blockchain, it is easy to miss the facts about this new technology. Simply put, Blockchain is a distributed ledger, or database, shared across a public […]
The Trump Effect: US Companies Seen Investing More $DIA, $SPY, $QQQ, $RUTX, $AAPL US companies are seen investing more of the money saved from sweeping Trump tax cuts into businesses later this year, perhaps even surpassing a jump in Q-1 capital expenditure that was the highest in nearly 7 years. Higher spending on technology, equipment […]
The ‘Volcker’ Rule Hobbles US Capital Markets Stop asking if the Hussein Obama era Volcker Rule works, it does not. Tuesday, a Key FOMC member in charge of bank supervision said that the Volcker Rule, which limits some speculative bank investments, is working poorly. The testimony before a congressional oversight committee comes amid lobbying efforts […]
Diamonds Out of Favor with Millennial “Girls”, They Prefer Marijuana Diamonds are set to slump further, according to a hedge fund whose bet on Marijuana helped make it the world’s best performer in Y 2016. Prices of dDamonds and other precious gems may slump as much as 10% this year as they lose appeal with younger consumers […]
President Trump’s Tax Cuts Will Lead to ‘Higher Standard of Living’ $DIA, $SPY, $QQQ, $VXX Thursday, Steve Forbes predicted that the GOP tax-reform legislation will spark investment that ultimately lead to “a higher standard of living” for all Americans. “We’ve had, as you know, sub-par investment for a decade,” the Chairman and Editor-in-Chief of Forbes Media […]
You and the US Stock Market: Big Q’s & A’s $DIA, $SPY, $QQQ, $VXX The US and global stock markets have hit record highs this year, as investors celebrate their gainers. But the record do not seem instilling a sense of excitement in everyone. Some investors are nervous, certain that a major correction is overdue, […]
US Economic Growth Revised to 3%, Stronger Household Spending The pace of growth is in line with The Trump Administration’s long-term goal of 3% as the President’s policies kick in. US Q-2 growth was revised upward to the fastest pace in 2 years on stronger household spending and a bigger gain in business investment, putting […]
Vallianz Holdings Ltd (SGX:545) HEFFX Highlights Singaporean offshore-support vessel company Vallianz Holdings’s fiscal first-quarter net profit attributable to shareholders rose 12.5% to $4.3 million from $3.87 million thanks to contributions from new long-term charters, it said in an exchange filing Monday. Revenue, however, fell 35.2% year over year to $41.2 million as a result of […]
China’s Money/Hollywood Tie-up, is it Over? $VIA, $AMC, $BABA Billions of USDs have been thrown into question as Chinese regulators crack down on overseas investments, Paramount’s, a unit of Viacon (NYSE:VIA), backer skips a payment, and both President Trump and some Democrats have taken a protectionist stance. For almost 5 years, Hollywood has been bolstered […]
China is Controlling Offshore Investments $AMC China’s controlling offshore investments makes sense, but that does not mean it is smart. It is tempting to see all manner of conspiracies behind the Chinese government’s recent crack down on companies that have expanded rapidly abroad. In fact, the reasoning behind the campaign is straightforward. The real problem is […]
Marijuana ‘Haze’ Covers Canada, TMX Debating US Policy Canada’s stock market has been focused on the Cannabis industry opening up, but the country’s largest stock exchange is grappling with how to deal with Cannabis related companies that have investments in the US, where marijuana is banned by federal law. There could be more certainty soon, there […]
The Hong Kong dollar strengthened against sterling as the British elections left no single party with a clear claim to power, sideswiping investors who had already weathered major risk events in the United States and Europe. While Hong Kong people may continue to take advantage of the weak pound for their travel, studies or even […]
On June 23, 2016, British voters will determine whether the United Kingdom will leave the European Union, and foreign exchange (forex) traders are collectively holding their breath. If the Leave movement succeeds, most experts predict tough times for the U.K. currency. Speculation ranges from an outright collapse of the British pound to a mild and […]
Capitalism is the ‘Greatest Show’ on Earth $DIA, $SPY, $QQQ, $VXX , $GLD Gone are the days where the circus coming to town was a big deal, remember then it was a huge event anticipated by all, that until television came along, and ‘Huge’ events happened all the time, and we could see them live […]
Gold & Silver are Climbing, What it Means for Investors $GLD, $SLV, $EXCFF, $SLW Our economy is governed by its surroundings, the announcement of a federal interest rate hike sometimes causes the stock market to decline, even before it goes into effect. But since Donald Trump has become President of the US, the Fed’s actions […]
Investors See Tech Driven Trump Rally Extending $XLK, $AAPL, $FB Technology companies have been a driving force behind the US stock market’s Trump Rally to record highs, and despite mounting evidence of stretched valuations the sector is a paramount pick for investors expecting a wave of capital spending by US corporations. Corporate tax cuts and […]
The Trump Effect: China’s $800-B Sovereign Wealth Fund to Invest in US China Investment Corporation (CIC), the national sovereign wealth fund, is looking to raise alternative investments in the United States due to low returns in public markets (aka stock and bonds), its Chairman said Monday. CIC will boost its investments in private equity and […]
Middle East Real Estate Market Facing Uncertainty Sudden policy changes made by the incoming US President, Donald Trump, will affect regional real estate markets, says Cluttons The Middle East’s real estate market is set to face further uncertainty following the election of Donald Trump as the 45th US President, property consultancy Cluttons has said in […]
OPEC’s Job Now Tougher with Trump Win $CVX, $XOM, $RDS.A, $BP, $TOT, $OIL OPEC’s job of trying to prop up Crude Oil prices has just got much, much harder. With Donald Trump winning the US Presidential election, the 14-country Crude Oil-producing cartel may have to battle a sourer outlook for the global economy and weaker […]
China’s Central Government Opens Up its Capital Market The volume of approved foreign institutional capital investing in China’s capital market picked up in October thanks to more opening-up policies. The accumulated volume of the approved Qualified Foreign Institutional Investors (QFII) program grew by US$2.7-B in October to reach about US$84.4-B as of 27 October. The […]
China Scraps Asset Allocation Restrictions on Foreign Investors China’s securities regulator said last Friday it has removed asset allocation restrictions on qualified foreign investors to allow them greater freedom to invest. In principle, neither the allocation mix for investors under the Qualified Foreign Institutional Investors (QFII) nor the RMB-denominated Qualified Foreign Institutional Investors (RQFII) programs […]
Donald Trump’s Fiscal Conservative Economic Plan Will Grow US GDP “Hillary Clinton’s economic plan will inhibit GDP growth.” Donald Trump’s economic plan will “significantly increase America’s real GDP growth rate” – resulting in trillions of dollars of additional revenues, according to a new study authored by iconic investor Wilbur Ross and Peter Navarro, a top […]
Salem Bin Dasmal, Silver Spoon Investments Founder/CEO Salem Bin Dasmal, 46 anni, details his journey from tennis champion to entrepreneur with some government work along the way Education I was a champion tennis player in my youth but tennis wasn’t my destiny. Despite the bit of talent I had – winning the United Arab Emirates […]
Thailand’s Oil Explorer PTTEP Selling Oman 44 Project The deal is expected to close in early Q-4 of Y 2016 Thailand’s largest Oil & Gas explorer, PTT Exploration and Production Pcl said Monday it will sell its Oman 44 Nat Gas project to ARA Petroleum LLC in a shift in investments in the Middle Eastern […]
Poly Real Estate Group Co., Ltd(SHA:600048) Trading Outlook HEFFX Notes Poly Real Estate Group Overall, the bias in prices is: Upwards. Short term: Prices are moving. Intermediate term: Prices are trending. Note: this chart shows extraordinary price action to the upside. By the way, prices are vulnerable to a correction towards 9.17. The projected upper bound […]
The Fed is Out of “Tools” to Fix US Economy $DIA, $SPY, $QQQ, $VXX New York Fed President William Dudley said in a speech Monday from Bali, “Market expectations, to my eye, derived from federal funds futures prices, which price in no more than one 25 basis-point rate hike through the end of 2017 … […]
Land, Homes have Proven to be Disappointing Investments $DIA, $SPY, $QQQ, $VXX Robert Shiller, Nobel prizewinner and Yale professor, says that today land is not the best place to grow a savings nest egg because technology changes the ways people use property. “Despite solid price increases over the last few years, land and homes have […]
Does Your Brain Get in the Way of Savvy Money Decisions? When it comes to money, many people make bad decisions. That is not because contributing to a 401(k) requires a PhD economy, it is often because the human brain is hard-wired to prioritize short-term money gains Vs long-term benefits. “Traditional economic theory suggests that […]
GCC Investors Halt Capital Flow Into UK Real Estate Gulf investors holding back on United Kingdom property deals due to concerns prices will fall on the UK’s vote leave the European Union. Sovereign and private investors from the region have been some of the most prolific buyers of British real estate in recent years, particularly […]
The World’s Largest Sovereign Wealth Funds In the midst of collapsing Crude Oil prices, Oil-funded sovereign wealth funds (SWFs) are under pressure to liquidate assets, according to political risk advisory firm GeoEconomica. There was roughly a 20% fall over the past year in the deposits and reserves stored in the Saudi Arabian Monetary Agency (SAMA) […]
US Jobs Growth Key to Avoid Recession $DIA, $SPY, $QQQ, $VXX There are worrisome signs that the US will face Recession in Y 2017. The Key indicator to watch is the monthly NFPs (the jobs situation report). Friday the US Department of Labor is expected to report that the US companies added 170,000 jobs in […]
China Led AIIB, a New Multi-National Development Bank Meeting Expections Details of the operation and philosophy of the Asian Infrastructure Investment Bank (AIIB) show that it is meeting expectations to lead development cooperation as a new type of multilateral financial institution. Addressing the AIIB Board of Governors Saturday, the bank’s President Jin Liqun said that […]
America Needs a Radical Change to Address its Anemic Economy $DIA, $SPY, $QQQ, $VXX Billionaire investor Wilbur Ross says Donald Trump represents the “more radical, new approach to government” that the country’s economy desperately needs. While others in America and abroad have faulted Donald Trump’s lack of PC (political correctness), Mr. Ross says such “in […]
World’s Central Bankers are Fighting “the Tape” The world’s central bankers are fighting “the tape” by pumping massive amounts of liquidity into the global economic system in an effort to avert deflation. Notably, deflation is a natural force of nature during Peace Time, when globalization leads to free trade and heightens competition. During War Time, […]
Abenomics Not Likely to Lift Japan Out of Sluggish Growth Statistics released Wednesday showed Japan recorded better-than-expected economic growth numbers in Q-1 of the year. However, economists said the real picture may not be as rosy as it looks to be based on preliminary statistics. The reform plans championed by Prime Minister Shinzo Abe, known […]
Donald Trump to Target “Crooked” Hillary’s Extreme Offences Donald Trump is planning to attack Hillary Clinton’s character at its core during the Presidential election campaign including her husband Bill’s infidelities, the Benghazi security lapses, her investment history and e-Mail practices. The assault’s goal is to drive up her negative poll ratings and bait both her […]
Perhaps “Mattress Money” will become the New Normal $DIA, $SPY, $QQQ, $VXX Billionaire investor Warren Buffett, 85 anni, said he would consider taking money out of banks, especially if negative interest rates result in customers being charged to park their money in accounts. “There could be a point where you’d really want to start withdrawing […]
Mark J. Lundeen on “The Relationship Between the Stock and Precious Metals Markets” $DIA, $SPY, $GLD, $SLV I intended taking a few weeks off from stock and metals markets’s vigilance. However as the DJIA closed the week up only 1.69%, just 300 pts from making a new all-time high, I was motivated to make a […]
Earth Day Proves The Value of Water And More April 22, 2016 Ecological principles guide economic strategies to fit 21st Century conditions. Mekong River floodwaters force Vietnamese farmers to erect barricades to protect their fields. From 1980 to 2014, 41 percent of all the economic losses globally, and 27 percent of the fatalities, were from […]
GCC Investment In French Riviera Properties Up 30% Falling prices and steady fixed interest rates have encouraged regional investment Gulf Cooperation Council (GCC) investors in the French Riviera have increased 30% in the past year, encouraged by low prices and fixed interest rates, according to a luxury real estate investment firm. Michael Zingraf Real Estate […]