Silver as an investment

Category Archives: semiconductor

Earnings Don’t Matter After All!

Via The Knowledge Leaders Capital blog, Our long-time readers are familiar with the work of Professor Baruch Lev of the NYU Stern School of Business, whose research forms the basis for the Knowledge Leaders investment strategy. In his decades-long study of financial records, Lev first discovered a link between a firm’s knowledge capital and its […]

SocGen: “This Is What Happens When The Algos All Head For The Exit At The Same Time”

After Goldman, JPM and even Dennis Gartman all opined on Friday’s “tech wreck”, in which the Nasdaq tumbled 2% as the Dow Jones hit new all time highs (the only previous time it has done that was in 1999 just as the tech bubble was ramping up), and when the Philly semiconductor index fell 4.2%, […]

Frontrunning: April 13

Trump comments trigger U.S. dollar, bond yield slide (Reuters) N. Korea Nuclear Test Could Come Saturday or Sooner, Sources Say (VoA) Fear Is Creeping Back Into Markets (BBG) Trump Liking Yellen Ignites Prospects for Fed Policy Continuity (BBG) CEOs gaining power in Trump’s White House (Politico) Indexes Beat Stock Pickers Even Over 15 Years (WSJ) […]

Frontrunning: January 18

Business euphoria over Trump gives way to caution, confusion (Reuters) Biden Lashes Out at Trump Over Comments on NATO (WSJ) Number of House Democrats Skipping Inauguration Grows (WSJ) Rising U.S. shale-oil output threatens OPEC’s production pact (MW) China urges U.S. to bar Taiwan delegation from Trump inauguration (Reuters) IEA Sees Significant Gains in U.S. Shale […]

Frontrunning: January 3

Stocks Gain With Commodities Amid China Optimism (BBG); Dollar, global stocks firm as 2017 trading starts in earnest (Reuters) Oil hits 18-month highs as markets eye output cuts (Reuters) Earnings Recovery Set to Propel Stocks Higher in 2017 (WSJ) Republican-led Congress lays groundwork for Trump (Reuters) Battles Await Ambitious GOP Agenda, Including Repeal of ACA […]

Contagion Concerns Slam Japanese Financials As Toshiba Crashes 50% In 3 Days

After two days of total carnage in Toshiba stocks, bonds, and credit risk, the bloodbath continues with the once-massive Japanese company is collapsing once again in early trading – now down 50% in 3 days. Following the semiconductor and nuclear business catastrophes, the company had nothing to add regarding today's crash but more worryingly the […]