domingo, 31 de julio de 2016

Matt Moore, Will Smith, Edinson Volquez And The San Francisco Giants' Top MLB Trade Deadline Targets

The San Francisco Giants made a big splash in the MLB trade deadline market on Thursday evening, but it’s highly unlikely that the slumping NL West leaders are done dealing.

Is Wade Miley The Baltimore Orioles' Answer?

Wade Miley to Baltimore has the potential to be a genius trade

Should The British Or The European Union Get Their Knickers In A Twist Over Brexit?

The continuing furor in the UK, the EU and markets all over the world over “Brexit” will turn out to be substantially misguided. As the Brits themselves are fond of saying: “don’t get your knickers in a twist.” Simply put, the reality is—which even some of the most astute economic commentators and market analysts fail to appreciate—Brexit is not a binary choice. As a veteran negotiator of trade agreements and investment treaties, there are literally a multitude of possible outcomes.

sábado, 30 de julio de 2016

viernes, 29 de julio de 2016

Ranking Top 5 Dodgers Rumors Ahead Of MLB Trade Deadline

The LA Dodgers inch toward the MLB trade deadline with a lot to think about.

Mark Melancon, Edinson Volquez And The San Francisco Giants' Top 5 Remaining Trade Deadline Targets

The San Francisco Giants made a big splash in the MLB trade deadline market on Thursday evening, but it’s highly unlikely that the slumping NL West leaders are done dealing.

Quit Your Job To Trade Stocks?

Ready to quit your day job and become a full-time trader? These tips will help you determine your area of expertise.

Marktbericht: Dax beendet gute Woche und starken Monat fest

Die Börse in Frankfurt

Trotz eines festen Euro-Kurses sowie enttäuschender amerikanischer Konjunkturdaten hat der deutsche Aktienmarkt am Freitag im Plus geschlossen. Zudem verzeichnete er eine positive Wochenbilanz und einen ausgezeichneten Monatsabschluss.

Die Lage ist schon besser als die Stimmung

Die Stimmung an der New Yorker Börse ist gut. Die Bilanz-Saison bringt positive Überraschungen mit sich, diverse Aktien laden zum Kauf ein.

Der amerikanische Aktienindex S&P 500 ist auf neue historische Höchstkurse gestiegen. Das hat auch bei vielen europäischen Standardwerten für technische Verbesserungen gesorgt. Vor allem zwei Aktien aus dem Dax sind derzeit interessant.

jueves, 28 de julio de 2016

Yankees Didi Gregorius Talks Season, Playoffs, Delta Dugout 2016 And More

Yankees shortstop Didi Gregorius talks with Forbes SportsMoney about the Yankees season, the trade deadline and his participation in the Delta Dugout program in this exclusive interview.

Anti-Trade Backlash: Ignorance & Abdication of Business "Elites"

This article first appeared as a “think piece” in the IDEAS Center (Geneva) series on “The Future of the WTO and the WTO of the Future” and is reproduced here with their permission. *******************************

Anti-Trade Backlash: Ignorance & Abdication of Business "Elites"

This article first appeared as a “think piece” in the IDEAS Center (Geneva) series on “The Future of the WTO and the WTO of the Future” and is reproduced here with their permission. *******************************

Marktbericht: Dax zeigt Ermüdungserscheinungen

Die Börse in Frankfurt

Der Dax ist am Donnerstag mit moderaten Verlusten aus dem Handel gegangen. Anleger blickten vor allem auf aktuelle Quartalszahlen: Aktien von Adidas legten nach einer weiteren Erhöhung der Prognose mehr als 2,5 Prozent zu.

Job Creation, Opportunity and Pride in American Political Life

The political heat this year has been hard on free trade. Protectionism appeals because of a simplistic sense that “good” manufacturing jobs will return to America, restoring middle-class opportunity and pride. The reality, known intimately in supply chain circles, is rather more complex.

miércoles, 27 de julio de 2016

Bad News for Boston Beer, Good News for Craft Beer

Craft beer sales continue to grow, though not at the same double-digit pace we've become accustomed to. That's to be expected, though, because the industry has matured to a point where moving the needle is more difficult. The Brewers Association, the trade group that represents small, independent craft brewers, reports that over the first six months of 2016, production volume rose 8% year over year, a big drop from the 13% growth rate recorded in the first half of 2015, and just half as much as was seen in 1H 2014.

Marktbericht: Dax macht Brexit-Verluste wett

Die Börse in Frankfurt

Der Dax ist am Mittwoch mit einem Plus aus dem Handel gegangen. Hoffnungen auf Konjunkturhilfen in Japan stimmten Anleger positiv. Zu den Top-Werten im Dax zählten die Volkswagen-Vorzugsaktien mit einem Aufschlag von 2,4 Prozent.

Cheap Stocks Or Value Traps?

The value of stocks that trade at less than cash per share can be deceiving.

Marktbericht: Commerzbank-Zahlen und Stresstest machen Anleger nervös

Die Börse in Frankfurt

Der Dax ist am Dienstag etwas fester aus dem Handel gegangen. Die Anleger blieben aber aus Angst vor Milliardenlöchern in den Bilanzen europäischer Banken skeptisch. Die Commerzbank-Aktie war mit mehr als 6 Prozent im Minus der Verlierer des Tages.

Marktbericht: Gute Börsenstimmung in Japan färbt auf Dax ab

Die Börse in Frankfurt

Am deutschen Aktienmarkt herrscht weiter gute Stimmung, beflügelt von deutlichen Kursgewinnen in Japan. Allerdings gibt es einige Unternehmen, die die Anleger mit ihren Geschäftszahlen enttäuschten.

Wirtschaftsaufschwung: Goldrausch in Südafrika

Südafrikanische Goldminen sind nun keine Bürde mehr, sondern eine Chance.

Eine untergehende Industrie bekommt Auftrieb: Der hohe Goldpreis und die schwache Währung sorgen für hohe Gewinne. Stabil ist dieser Kurs jedoch nicht.

martes, 26 de julio de 2016

Wirtschaftsaufschwung: Goldrausch in Südafrika

Südafrikanische Goldminen sind nun keine Bürde mehr, sondern eine Chance.

Eine untergehende Industrie bekommt Auftrieb: Der hohe Goldpreis und die schwache Währung sorgen für hohe Gewinne. Stabil ist dieser Kurs jedoch nicht.

An Inside Look At China and Kazakhstan's 'Absurd' Cross-Border Free Trade Zone

On the border of China and Kazakhstan sits a shared free trade zone that's meant to become a monumental epicenter of regional trade commerce -- a vision that hasn't worked out just yet.

Some People Are Still Getting Money Back For A 90's Credit Card Scam

The Federal Trade Commission doesn't exactly have a short memory.

3 Teams Best Positioned To Trade For Chris Sale

The White Sox shouldn't trade Chris Sale because of his petulant outbursts, but rather because they could get a king's ransom in return.

Marktbericht: Commerzbank-Zahlen und Stresstest machen Anleger nervös

Die Börse in Frankfurt

Der Dax ist am Dienstag etwas fester aus dem Handel gegangen. Die Anleger blieben aber aus Angst vor Milliardenlöchern in den Bilanzen europäischer Banken skeptisch. Die Commerzbank-Aktie war mit mehr als 6 Prozent im Minus der Verlierer des Tages.

"That Person Is In My Head": David Ritz On The Art And Business Of Ghostwriting

The world's foremost ghostwriter breaks down the art and business of his trade.

lunes, 25 de julio de 2016

Donald Trump's Ludicrous Idea Of Pulling The US From The World Trade Organisation

I'm rather hoping that this idea from Donald Trump is one of his off the cuff thinking out aloud things rather than a serious proposal. Speaking on one of the Sunday talk shows Trump suggested that as President he would consider pulling the United States out of the World Trade [...]

Ideal Trade Targets For The Washington Nationals

There's a lot of baseball left to be played, and the Nationals have a lot of work left to do to win their first playoff series since 1981...when they were the Montreal Expos.

Drew Storen Could Prove To Be An Economical Pickup During MLB Trade Deadline Week

As the baseball world gears up for the trade deadline week, an under-the-radar player may have emerged for World Series contenders needing help in the bullpen. It was announced Sunday that the Blue Jays have designated right-handed reliever Drew Storen for assignment. It was originally reported by Barry Davis of Sportsnet.

New York Yankees Restock Minors With Aroldis Chapman Trade

The Yankees hit a home run with the Aroldis Chapman trade. Read on for why!

domingo, 24 de julio de 2016

Travis d'Arnaud-Jonathan Lucroy Trade Would Be Win-Win For New York Mets And Milwaukee Brewers

The Brewers and Mets are talking about trading catchers. Here's why a potential deal would be a win-win for both franchises

Donald Trump's Foreign Policy: Threaten Allies and Build a Time Machine?

To the extent Donald Trump has a foreign policy, one can define it as follows: Threaten allies with a lack of support or a trade war and promise to go back in time to prevent any bad outcomes in international affairs.

Welcome To The Trade War - China Imposes Tariffs On EU, US And Japanese Steel Imports

I am, of course, an extremist where trade is concerned but even those who are entirely middle of the road fear the consequences of a trade war. That's where we do this to punish them for that then they respond by punishing us for reacting and then....and then we spiral [...]

Ideal Trade Targets For The Chicago Cubs

It's been 107 years. 107. The Cubs must take advantage of this season where they're the odds-on-favorite and sacrifice a bit of the future for the potential jackpot that is the present.

sábado, 23 de julio de 2016

Ideal Trade Targets For The New York Mets

The reigning NL Champion New York Mets have fallen short of expectations this season. For now. Here are a few arms that are rumored to be available and should interest the Mets.

Tim Kaine Is Hillary Clinton's Pick For Vice President

Virginia Senator Tim Kaine is Hillary Clinton's pick for Vice President, the campaign announced Friday. The former governor of the swing state hasa record of support for free trade initiatives such as the Trans-Pacific Partnership and NAFTA, and favors deregulation of large banks. I'm thrilled to announce my running mate, [...]

jueves, 21 de julio de 2016

Beijing Is Pushing Washington Back In The Metals And Mining Markets

Beijing and Washington do not have to wait for the next President to solve their trade differences in the metals and mining market. They are already doing that, the ugly way. They’re using protectionist measures like import tariffs and export quotas to sanction each other.

Canada's Dollar Beats China's Currency In World Trade, But Not For Long

The U.S. still sees the Chinese currency as its biggest risk to hegemony in the pricing of Asian traded goods and for this reason its biggest banks have been left out of the growth in renmimbi trade flows.

miércoles, 20 de julio de 2016

With TPP dead, what next for world trade?

This article initially appeared in the South China Morning Post and is reproduced here with the Editor's permission.

Gulf Countries Could Take Advantage Of UK Weakness In A Post-Brexit Trade Deal

GCC countries could benefit from Brexit by taking advantage of the UK?s weak position when it comes to negotiating new and much-needed free trade deals

martes, 19 de julio de 2016

What A Mexican Trade Minister Says About Trade Under Trump

A former Mexican trade official that helped create NAFTA issues a warning to The Donald on rewriting the rules on foreign trade between the two countries.

VW-Aktie fällt - es droht neuer Ärger

In Amerika droht dm VW-Konzern neuer Ärger

Die Stimmung an der Frankfurter Börse schlägt langsam um. Der Kursrausch der vergangenen Woche ist verflogen. Nun kehrt Ernüchterung ein. VW ist Dax-Schlusslicht, für eine Überraschung sorgt eine M-Dax-Aktie.

Steuertipp: Verluste mit Optionen

Die Depotbanken müssen die Meinungsänderung des Fiskus noch in ihren EDV-Systemen umsetzen.

Nachdem dem Urteil des Bundesfinanzhofs zu Beginn des Jahres beugt sich nun die Finanzverwaltung der Entscheidung und erkennt den Verfall bei Kauf- und Verkaufsoptionen steuerlich an.

lunes, 18 de julio de 2016

Egg On Pershing Square's Herbalife Short

After months and months of mud raking and bravado in the financial press and no shortage of fear inducing presentations from the likes of Square Hedge Fund Manager Bill Ackman, the Federal Trade Commission (FTC) has settled with supplement company Herbalife. Since late 2012, Bill Ackman focused his cross hairs on Herbalife with an enormous short position in the shares.

Should You Invest In Seattle Real Estate?

Stuck at the edge of America, with rain and clouds more than half the year, Seattle has managed over the decades to produce what the rest of America wants: first lumber and ships, then airplanes, then software, now e-commerce and trade with China. Without a hinterland to service, however, the Seattle economy depends a lot on demand that happens elsewhere, making it vulnerable to consumer cycles, tech cycles, and international trade politics. Investments in apartment buildings will probably be successful in the short run, as rents rise rapidly, but the heavy dependence on the continued growth of the tech industry makes longer term-investments questionable. Expected cash flows that incorporate endless rent increases are too optimistic.

Wie geht es weiter nach der Dax-Rally?

Wie geht es an der Börse diese Woche weiter?

Atempause oder weitere Gewinne im Schlepptau der Rekordjagd an der Wall Street? Experten sind sich uneins, wie die neue Börsenwoche verlaufen wird.

Wie geht es weiter nach der Dax-Rally?

Wie geht es an der Börse diese Woche weiter?

Atempause oder weitere Gewinne im Schlepptau der Rekordjagd an der Wall Street? Experten sind sich uneins, wie die neue Börsenwoche verlaufen wird.

domingo, 17 de julio de 2016

Buying ETFs Online Is Easy: Here's How

Learn how and where to purchase exchange-traded funds (ETFs) online and bypass the standard broker commission that must be paid to trade on exchanges.

sábado, 16 de julio de 2016

Possible Samsung Stake Leads Warren Buffett-Backed BYD Shares To 13-Month High

Shares in BYD, the China battery supplier and automobile maker backed by Warren Buffett’s Berkshire Hathaway, rose by 5% to their best close in Hong Kong since June 2015 on hopes that talks on cooperation with Samsung will bear fruit. BYD, whosestock also trade in Shenzhen, after the end of trade [...]

Why Brexit and Other World Events Have Not Seriously Hurt U.S. Small Business Lending

Loan approval rates at banks increased slightly in June 2016, according to the most recent Biz2Credit Small Business Lending Index™, the monthly analysis of more than 1,000 small business loan applications on Biz2Credit.com. The research shows that loan approval rates at big banks ($10 billion+ in assets) hit 23.3%, a post-recession high, last month. Regional banks are granting nearly half (48.8%) of the funding requests they get. Additionally, institutional lenders continue to grow in force and are approving more than six-in-ten funding requests from small businesses.

One In Four Name Amazon As Their Favourite Retail Brand, Study Shows

Amazon is customers' favourite retail brand, preferred by one in four shoppers (25%), according to a survey conducted by the UK trade marketing association DMA. High street stalwarts John Lewis (14%) and Marks & Spencer (10%) were voted the next in line.

viernes, 15 de julio de 2016

Why The Dodgers Should Not Trade Yasiel Puig

Complain if you like about the current .256/.319/.386 slash line and ignore the .333 with an .826 OPS in June and the .276 and .884 in July. Forget that Puig is the best defensive outfielder the Dodgers have with Joc Pederson on the shelf. You want Trayce Thompson and his .226/.302/.436 overall mark, with his .207/.298/.402 June line and .143/.211/.286 in July in right instead? Or Scott Van Slyke, with his .203/.262/.322 2016 follow-up to his .239/.317/.398 2015?

jueves, 14 de julio de 2016

How to Trade These Top Performing Sector ETFs

With the S&P 500 at all-time highs, lots of sectors are performing well. But these are the best-performing sectors.

miércoles, 13 de julio de 2016

Big Breweries to Add Nutrition Info to Beer Labels

How many calories resided in that beer you drank last night? What was the fat content, and was it packed with carbohydrates? These questions and several more will easily be answerable by America's beer drinkers in the very near future. The brewery industry's trade association, the Beer Institute, has launched a fresh effort -- the Brewers' Voluntary Disclosure Initiative -- aimed at getting the beverage's makers to provide basic nutrition information right on the can or bottle.

martes, 12 de julio de 2016

Dividend Investing In A Roth IRA

Reducing your investing fees is the best way to generate higher total returns. Most investors focus on minimizing fees from their brokerages. If you made four trades a month (two buys and two sells) over 30 years, that comes to $14,400 at $10 a trade. If you get serious and shop around for a cheaper brokerage, you could reduce trading costs to $5 a trade (as an example). This would result in savings of $7,200 over the course of your investing career.

Warner Bros Paid Youtube Influencers for Positive Reviews

Warner Bros has been influencing "influencers" with money and not adequately disclosing it to viewers, according to the Federal Trade Commission.

Chinese Trade Minister Says Global Economy Grim

Chinese trade minister Geo Hucheng has called on the G20 to act fast to reverse sluggish global growth and weak trade.

Dax nimmt 10.000er-Marke wieder ins Visier

Der Dax nähert sich am Dienstag wieder der runden 10.000er-Marke.

Überraschend gute Eckdaten des Autobauers Daimler und positive Absatzzahlen des Münchener Konkurrenten BMW sorgen an der Börse für Kauflaune. Auch die Bankenwerte erholen sich wieder.

lunes, 11 de julio de 2016

The world economy is expected to grow by just 2.4% in 2016.

Weak commodity prices, declining global trade and geopolitical/social upheaval are just some of factors behind what is shaping up to be an anemic year of growth.

Rovi-TiVo Merger Gets Green Light From the Feds

The looming tie-up of entertainment technology companies Rovi (NASDAQ: ROVI) and TiVo (NASDAQ: TIVO) has taken an important step forward. In a joint press release, the two said they had effectively received regulatory clearance for the tie-up from both the Federal Trade Commission, and the Department of Justice.

Boeing: A Series Of Turbulent Times - Part 2

Part 2 of this three-part series discusses the prospects Boeing has with the trade sanctions on Iran being lifted, given the opposition from Capitol Hill.

domingo, 10 de julio de 2016

Who Will Control South China Sea Trade?

We’ll all know on July 12, when the Permanent Court of Arbitration in The Hague rules over a case between the Philippines and China over the South China Sea. The case was filed by the Philippines back in 2013 under Annex VII of the United Nations Convention on the Law of the Sea (UNCLOS), the primary treaty governing international maritime law—both countries are party to the treaty. The ruling is expected to determine who will write the navigation rules for South China Sea, and therefore, control trade in the region, China or Philippines’s close ally, the US.

sábado, 9 de julio de 2016

Indian Consumers To Benefit As US Wins WTO Chicken Case

Trade disputes take their time to wend through the system but it does, in the end, work. And it works to the benefit of consumers, which is the entire and total point of trade anyway. And so it is with this case that the United States brought against India at [...]

Could The Miami Heat Acquire Russell Westbrook From Oklahoma City?

Pat Riley and the Miami Heat are heading into an unknown second half of the NBA offseason. After losing Dwyane Wade to the Chicago Bulls in free agency, they will be open to be making a trade or two if the opportunity presents itself. Could Russell Westbrook end up being a trade target for them?

jueves, 7 de julio de 2016

10 Most Traded ETFs Following Financial Indexes (XLF, KRE)

Learn about the 10 most actively traded ETFs from the financial sector, and discover how many shares these funds trade on a daily basis.

Would You Swap Your Employer's Share Of The Payroll Tax For A Consumption Tax?

Would you be willing to swap a new, broad-based consumption tax for your employer’s share of the Social Security and Medicare payroll tax? According to a new paper  by my colleagues Jim Nunns and Joe Rosenberg, it would be a good trade for all but the highest income taxpayers. Not only that, but the change would be more economically efficient, unlikely to drive up prices, and relatively easy to administer. If it were set at a rate of 4.1 percent, the new consumption tax would raise the same amount of money as the employer share of the payroll tax.

miércoles, 6 de julio de 2016

Stellar Debut For Salman Khan And Anushka Sharma's 'Sultan'

Salman Khan’s romantic drama Sultan opened so strongly in India on Wednesday that it could rank as the biggest of the Bollywood superstar’s career, according to preliminary trade estimates. Produced by Yash Raj Films on a budget of 70 crore ($13 million), the film launched on 4,350 screens in India and day-and-date on 1,100 screens in 50 territories, including most of the major markets except China, where a deal is being negotiated.

Transatlantic Trade and Investment Partnership (TTIP)

What is the Transatlantic Trade and Investment Partnership (TTIP)?

The Used Car Market: What's Driving Growth?

The automotive industry is composed of a few top global multinational players and several retailers. The multinational players are mainly manufacturers by trade whereas the retail market features players who deal in both new and used vehicles. Over the last few years, the used car market has demonstrated a significant growth in value contributing the larger share of the overall market value in dollar terms. For instance, in the U.K., the used car market contributed 51% of the total sales in 2014 with GBP 45.1 billion.

This Archaeologist Uses Instagram To Track The Human Skeleton Trade

Bioarchaeologist Damien Huffer uses social media and online marketplaces to track the trade in human bones.

The China Trade War Doesn't Cost Jobs

I have been making the point for some time now that trade with China doesn't change the number of jobs in the United States. That trade deficit will change the type of jobs being done, that's entirely true, but it won't change the number of jobs. For the number of [...]

martes, 5 de julio de 2016

China Wants To Set Its Own Navigation Rules In South China Sea

China wants the South China Sea to be its own sea. And set its own navigation rules in one of the busiest trade regions of the world?most coming from China itself. Just a few days before the ruling of the International Court of Hague (ICH) on the South China Sea disputes, China

Thunder Will Have Almost No Leverage In Russell Westbrook Trade

Kevin Durant's decision to leave the Oklahoma City Thunder for the Golden State Warriors has left his former team in a pickle. Russell Westbrook is a 27-year-old superstar who could be viewed as a building block for the organization, but he's in the last year of his contract.

Could The Los Angeles Lakers Trade For Superstar PG Russell Westbrook?

The Los Angeles Lakers are one of the most talented young teams in the league and they have had a solid offseason. After drafting Brandon Ingram with the No. 2 overall pick in the 2016 NBA Draft, they went into free agency and made a few moves that will make them a much more competitive team this season.

Donald Trump's Monessen Steel Plant Wasn't Killed By China

This is a rather amusing turn up for the political books. Last week Donald Trump took himself to Monessen PA to make a big speech about trade and trade policy. Given that town's past as a centre of the steel industry the speech was heavy on how a Trump Presidency [...]

FDA Approves Insys Therapeutics' 2nd Cannabis-Based Drug

On June 21, Todd Hagopian recommended Insys Therapeutics (INSY). Since then, the stock has gained nearly 20%. After a stock runs like this, many investors are tempted to sell. However, in situations like this, I’ve found it valuable to know which side of the trade the people with superior track records are on before making any trading decisions.

How to Trade the Breakout in Silver (SLV, EXK)

Many traders are turning to the silver market given the strong surge in momentum. While all eyes are on the underlying commodity or large-cap miners, strategic traders are turning to small and mid-caps for an opportunity.

Online Shoppers In Asia Make The Most Of The Devalued British Pound

Nigel Farage urged for a ‘pragmatic, realistic, grown up’ approach to cutting a free trade deal in the wake of Brexit before promptly resigning, Chris Evans left Top Gear after one season, and the ASOS website crashed due to a ‘power error’ and 'def not Brexit'. In the UK if you step away from your phone or news feed for more than an hour you're likely to miss someone resigning, but in Asia and Australia, it might mean you miss a sizeable saving on depreciating currencies. The website of British online retailer, ASOS, was down for 24 hours on Friday April 24 (HKT), in what many speculated was a reaction to the plummeting value of the pound, coinciding with Britain’s decision to leave the EU. "Yes, the site is down. This is because of a power outage at a third party data centre that hosts our servers," the brand said in a statement to Fairfax Media.

lunes, 4 de julio de 2016

Political Standoff Threatens Taiwan's Crucial Trade Ties With China

Venerated credit rating firm Moody’s Investors Service sounded a warning this week about Taiwan because its biggest trading partner China officially killed dialogue last month. Talks between the political rivals of 70 years were zombie-like even before that as China tried in vain to make Taiwan accept its condition that both negotiate as parts of one country. Moody’s isn’t threatening to lower Taiwan’s credit rating of “Aa3 stable” at the moment but says silent treatment between the two sides will eventually hurt the export-reliant island’s trade. The rating now, however, is based partly on Taiwan’s “competitive economy” in spite of “geopolitical risk related to its relationship with China with periodic tensions.”

What Brexit Allows Us To Do - Abolish All Farm Subsidies For Example

One of the things that is being too little discussed in these post Brexit vote times is what is it that we don't do in the future? There's much talk about how we do certain things. How do we organise trade for example, or what should the immigration policy be [...]

domingo, 3 de julio de 2016

US Manufacturing Job Losses Show How Much Richer Chinese Imports Have Made Us

An interesting new paper showing that changes in trade laws concerning China did indeed reduce American manufacturing employment. This will be taken as a measure of how much poorer such Chinese imports have made us. This is of course wrong. It is those very manufacturing job losses which show us [...]

sábado, 2 de julio de 2016

The Week Ahead: The Investors Best Crisis Strategy

It has been a rough week for both investors and traders after the surprising UK vote over a week ago. In the June 18th column "The Week Ahead: Is The Fear Trade Your Best Bet Now?" I made the case that investing based on a potential vote in favor of leaving the European Union was not a good idea. My market analysis at the time indicated that the "market clearly seems positioned for a No vote on June 23rd". It has been my experience that market shocks and Black Swan events must be viewed in the context of the market's long-term trend. When such events take place in bear market investors should have very light long positions in stocks so any damage should have a limited impact. The fact that the monthly NYSE Advance/Decline line made a new high in May and was acting stronger than prices provided strong evidence that the stock market's major trend was positive. So what can an investor do?

Will Brexit Affect Global Supply Chains?

There has been a lot of doom and gloom surrounding Brexit.  It is clear that in the short term Brexit has created uncertainty and roiled markets. In the longer term I believe its impact will be minimal. It is mainly tariffs and trade restrictions that would have the largest impact on global supply chains. I believe both the European Union (EU) and the United Kingdom (UK) will seek to keep tariff restrictions to a minimum. To do otherwise would adversely impact growth and make it more difficult for the politicians in power to get reelected.

viernes, 1 de julio de 2016

Dax gewinnt den vierten Tage in Folge

An der Frankfurter Börse kann der Dax sich weiter vom Brexit-Schock erholen.

Die Anleger erweisen sich weiterhin als stressresistent. Sie kaufen eine Woche nach dem schwarzen Freitag Aktien. Vor allem ein Papier ist im Dax zum Wochenschluss sehr gefragt. Spekulationen auf neue Konjunkturhilfen der Notenbanken stützten ebenfalls die Kurse.

No EU-UK Trade Deal Before 2019; Europe, Asia Stocks Up

Frontrunners for Prime Minister, Theresa May and Michael Gove, won't start the divorce process until next year.

Dax-Erholung geht weiter

An der Frankfurter Börse kann der Dax sich weiter vom Brexit-Schock erholen.

Die Anleger erweisen sich weiterhin als stressresistent. Sie kaufen eine Woche nach dem schwarzen Freitag Aktien. Vor allem ein Papier ist im Dax sehr gefragt. Spekulationen auf neue Konjunkturhilfen der Notenbanken stützen auch die Kurse.