Monthly Archives: July 2018

ECB Easy As 123

It's ECB day! We've done all the hard work so you don't have to. pic.twitter.com/sF33oJheAk — ING Economics (@ING_Economics) July 26, 2018

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Night, night….

Can’t wait to sleep ! pic.twitter.com/WfMSS8nWIr — Charlie Brown (@Peanuts_4Fans) July 25, 2018  

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The Future Of Facebook And The Social Challenge Of Technology

Wow! Haven’t seen a swan dive like that in a major large-cap stock since the GFC.    Facebook’s crash took the stock down as much as 25 percent to a low price of $164.30 just a little before 6 pm … Continue reading

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Alphabet Revenue Growth Up 26 Percent

Alphabet announced earnings last night with a whopping 25.6 percent quarterly y/y revenue growth (23 percent on a constant currency basis).   See earnings release here.   It is stunning to us that an almost $900 billion market cap company can … Continue reading

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Week In Review – July 20

Summary Fireworks began at the end of the week with Trump announcing he was not happy with the Fed and currency moves Bonds sold on Friday EM FX mixed The dollar index closed weaker after Trump tweets.  Note the dollar … Continue reading

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Sector ETF Performance – July 20

 

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Global Risk Monitor – July 20

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Miami Dolphins Have A New Defensive End

The commish, Roger Goodell, will love this guy, err fish, because he doesn’t spear with his helmet to tackle. If he kneels during the Anthem, however, he could face suspension, and Trump will be all over his tail and will use … Continue reading

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God, I Love Mike Trout!

You got that?  Pulled the little guy out of the stands to hang with him! A couple weeks ago at Camden Yards, Trout pulled a 6 year old out of the pregame crowd. He spent time with the kid by … Continue reading

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Why Gold Is Such A Dog

Summary Gold prices have been in a bear market since the August 2011 peak at $1920 Prices are making new 52-week lows Gold has primarily been a monetary asset throughout history and moves closely with the global monetary base (GMB), … Continue reading

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