CASH-RICH CORPORATIONS (PRIMARILY TECH & HEALTHCARE) SET TO POUR $2.5T INTO BUYBACKS, DIVIDENDS & M&A IN 2018 — SOURCE: 06-04-18 CNBC, Jeff Cox – “Cash-rich companies are set to pour $2.5 trillion into buybacks, dividends and M&A this year” — Companies are expected to push $2.5 trillion of “flow” into the economy this year in […]
THE UP / DOWN RATIO SHOWS THE MARKET IS EXTREMELY NERVOUS — SOURCE: 06-05-18 ZeroHedge – “The Market Has Not Been This “Nervous” Since 2008″ — If there is one thing traders have learned from the past decade, it is that the VIX, or “fear” index as it is still incorrectly called in various financial […]
SHARE BUYBACKS DUE TO REPATRIATED FOREIGN CASH REACHED HIGHEST LEVEL ON RECORD DURING Q1 — SOURCE 06-05-18 BoA via ZeroHedge – “The Q1 Results Are In And… Spending On Share Buybacks Hits All Time High — In addition to being one the best quarter for corporate earnings growth since 2011 due to Trump’s corporate tax […]
MARKET COMPLACENCY IS SURGING WHILE AGAIN POTENTIAL VOLATILITY IS NOT BEING PRICED IN — SOURCE: 06-05-18- Palisade Research.com, Adam Tumerkan – “The Smart Money’s Bailing As Market Complacency Surges” — Last week I wrote about the forgotten economist – Hyman Minsky – and his excellent work about the Financial Instability Hypothesis (FIH), which details how an economy […]
DEUTSCHE BANK CONTINUED TO BELIEVE IN THE “FALSE” RECOVERY & LOST 90% OF ITS VALUE IN 13 YEARS — SOURCE: 05-31-18 Alhambra – Jeff Snider – “Is Anyone Really Surprised DB’s Problems Had Nothing To Do With The DoJ Fine?” — DB has lost almost 90% of its value over the last eleven years, The […]
MATASII HAS BEEN SHORT DB SINCE 2016 – AND STILL IS! — SOURCE: 06-01-18 ZeroHedge – “S&P Downgrades Deutsche Bank To BBB+”– S&P Downgrades Deutsche Bank To BBB+ Adding insult to ruinous injury, just hours after Deutsche Bank stock crashed to all time lows after it was revealed that it had been put on the […]
UNDERSTANDING THE 2017 US DOLLAR SWOON & RECENT 2018 LIFT EXPLAINING THE 2017 US$ SWOON — SOURCE: 05-12-18 Global Money Trends – “US$ Continues to Sag despite Outlook for 3 more Fed rate hikes” — Well into 2018, a few FX traders are still struggling to understand the underlying bearish trend of the US$. […]
GM, FORD SHARES RISE AFTER CHINA CUTS AUTO & PARTS TARIFFS — SOURCE: 05-23-18 CNBC – “GM, Ford shares rise after China says it will cut tariffs on car parts and vehicles” — The Chinese Finance Ministry says tariffs on certain vehicles will come down to 15 percent from as much as 25 percent while […]
