On the most recent stock market sell off longer duration bonds did not strengthen anywhere near as much as they had historically. Bond yields fell slightly, but only slightly. Whereas in stock market sell offs prior to this year bonds usually strengthened. Very, very important chart: The equity market selloff did not result in significant …
Category Archives: Market Shifts
CEO Kicked Out – An Obvious Trade Set Up
I’ve been (slowly) reading Ken Auletta’s book Frenemies: The Epic Disruption of the Ad Business (and Everything Else). In the book WPP’s former head & roll up founder Martin Sorrell is regularly featured. He was consistently highlighted in the media as one of the highest paid executives in the world & even when his pay “plunged” …
YNDX Again
You Have to be Awake to be in the Game Once again Yandex was up big on open, cratered, and then recovered a bit. A big part of day trading is being awake during the trading day. 🙂 I screwed up my back and my sleep so I didn’t catch open, though thankfully am feeling …
Long The Gray Lady (NYT)
IÂ don’t regularly read the New York Times, but I like the current set up for their stock. Big trends would be: death of competitors, rejection of tech monopolies that ate the playing field, rise of subscriptions & increased political polarization. Going at them one at a time… Death of Competitors Many of their competitors …
Health Industry Stocks
Real Vision was recently profiled in the New York Times. One of their most recent interviews was Kiril Sokoloff interviewing Stanley F. Druckenmiller. In the interview Mr. Druckenmiller mentioned how health stocks drastically underperformed earlier this year perhaps in part due to political rhetoric about lowering drug prices. He stated how it didn’t make sense they really went …
Gratis
Cloudflare announced they are offering domain registration services for zero markup over the wholesale registry fee & ICANN fee. Two phrases kept coming up: “bait and switch” and “endless upsell.” If you’ve ever registered a domain, you know the drill. You get a discounted price when you first register, but with each renewal the price …