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Q1 GDP Tracking: Movin' on Up
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From BofA:
Since our update last week, *1Q GDP tracking is up two-tenths to 2.1% q/q
saar*. [Apr 19th estimate]
emphasis added
From Goldman:
We left ou...
Not So Super
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FEEDSuper Micro (SMCI) makes rack servers. Boring, right? Well, not if they
got the privilege of riding the silly AI fad, which they did to great
effect. C...
Aussie mortgage rates will continue rising
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Australian households have already been hit harder than almost anywhere
else by rising mortgage rates: This surge in debt servicing costs has
helped driv...
Investing: The Last Liberal Art
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In his seminal 1994 talk at USC’s Business School, Charlie Munger – the
greatest mind ever to apply himself to investing – started by saying “the
art of st...
Year of the Dragon – HK stock picking
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We are quickly approaching the year of the dragon, a special year for
Chinese people. In the past birth rates would go up as its extra lucky to
be born dur...
BIG PICTURE AGRICULTURE'S LATEST NEWS
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1. CLICK HERE to view my other site: Agriculture News Daily. 2. CLICK HERE
to view latest tweets from my favorite Ag-related news sources. 3. See news
lin...
A Slow Motion Slide
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We’ve had quite a weird week – Nasdaq kept selling off to the indifference
of the rest of the world. Nasdaq’s correction reached -11% off the ATH,
while ...
The Oil Refinery Crisis Will Worsen This Winter
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The Oil Refinery Crisis Will Worsen This Winter Tyler Durden Thu,
12/10/2020 - 20:20
*Authored by Julianne Geiger via OilPrice.com,*
It was only to be ex...
FINTS EVENING HIGHLIGHTS (15 Jun 2016)
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China’s total debts amounted to 168.5 trillion yuan ($25.6 trillion) at the
end of 2015, equivalent to 249 percent of gross domestic product, Li Yang
an in...
Responses to readers’ questions, and new forecasts
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[image: Vietnam account set-up]1. The question is: “I got a good run up in
ISJP and was stopped out yesterday-in at 14.23 in august 2012 and out
yesterday ...
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