Tag Archives: JP Morgan

Key Digit From Bank Earnings: Punk Loan Growth

Looks like our priors were correct.  The tax cut is morphing into nothing more than a financial engineering game.   The economics of corporations or the macro have not changed. Random thought:  We hear much about how the corporate tax cut … Continue reading

Posted in Economics, Uncategorized | Tagged , , , , | 11 Comments

QOTD: Jamie’s Rant

“It’s almost an embarrassment being an American citizen travelling around the world and listening to the stupid shit we have to deal with in this country. And you know at one point we all have to get our act together … Continue reading

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Quest for yield in emerging markets – FT

FT senior investment columnist John Authers talks to Omar Negyal, portfolio manager, emerging markets income, at JP Morgan about his strategy to capitalise on cheap emerging markets by focusing on dividend yields. For more video content from the Financial Times, … Continue reading

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What Congress Should Really Be Investigating

Tough to see Jamie be raked over the coals by Congress, who create trillion dollar deficits on annual basis and oversee the largest entity in the world by borrowing over $.40 of every dollar they spend.  No street cred, bro! … Continue reading

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Will 1340 Hold?

The S&P500 has broke its initial support at 1360 and has held above 1340.  The question is will the JP Morgan news be the catalyst for a true test of 1340?   The markets are getting very choppy and its hard … Continue reading

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Tell Us It Ain’t So, JP MO!

This doesn’t come at good time for the markets.    Bloomberg is reporting, JPMorgan Chase & Co. (JPM) said it lost about $2 billion tied to synthetic credit securities after positions taken by its chief investment office were riskier than expected. … Continue reading

Posted in Black Swan Watch, Equities | Tagged | Leave a comment

Is the correction over, Mr. Fibonacci?

Wow!  Who said this business was easy? After clear breaks of their short-term uptrend and 50-day moving averages,  the major U.S. equity indices have staged a powerful two day rally off their Tuesday intraday lows.   Many were caught off guard … Continue reading

Posted in China, Equities, Technical Analysis | Tagged , , , , , | 4 Comments

Global PMI at 7-month High

Markit reports, The global manufacturing sector continued to record below trend growth at the start of 2012. At 51.2 in January, the JP Morgan Global Manufacturing PMI™ rose to a seven month high, but remained below its long-run average (51.8). … Continue reading

Posted in Economics, Employment, Manufacturing | Tagged , , , | 3 Comments