What are Earnings Calls and How to Prepare, Listen and Analyze Them
With earnings hitting the tapes we give you some insight regarding the Earnings call. Almost all publicly listed companies have…
With earnings hitting the tapes we give you some insight…
Market Powelled
We are witnessing some major moves post the Fed decision today. Powell has managed, among other things, killing US yields.…
We are witnessing some major moves post the Fed decision…
Achtung Baby!
So much for the great European auto bull move yesterday. BMW profit warns and the stock is currently crashing 5%.…
So much for the great European auto bull move yesterday.…
Divergences
Complacency has been developing over the past weeks. As we have previously written, all global cross asset volatilities are down…
Complacency has been developing over the past weeks. As we…
You Buy Insurance Before the House Catches Fire, Not After
Over the past days, several of the people we use for “contrarian” set ups have started all talking the same…
Over the past days, several of the people we use…
Tale of Two Stories…
Presented without comments. Source, Bloomberg
Presented without comments. Source, Bloomberg
OPEC “non” Event Weekend
So, we had the OPEC weekend, but oil prices remain extremely dull. Oil is one of the best performing assets…
So, we had the OPEC weekend, but oil prices remain…
“Hedges Only Cost Money”
VIX is reaching multi month lows today. Investors hate paying for protection. We had a conversation with a fund manager…
VIX is reaching multi month lows today. Investors hate paying…
Chinese Bull Very Bearish
Today is so far one of the most boring sessions in the US this year. Most indices are trading around…
Today is so far one of the most boring sessions…
Gold Crowd Killed Again…
Gold is moving quickly lower this morning and is breaking below the big 1300 level as we write this note.…
Gold is moving quickly lower this morning and is breaking…
Divine Chinese Speculation
You can say a lot about China, but one thing they really know how to do is to KICK start…
You can say a lot about China, but one thing…
Brexit Alert
With the Brexit mess in high gear we would like to remind our readers of the most important sectors and…
With the Brexit mess in high gear we would like…