Investment Watch Blog

by yousuckatoptions Had a story I figured you all would enjoy about a client I worked with that that turned ~150k into a ~$1M over the course of 4 months and then proceeded to lose it all in 2 days. We’ll call this guy Mr. R. And like most of us he had terrible trading … Read more

by doubtitall     Due to the tax cuts corporate taxe receipts dropped to levels not seen since the worst times of the financial crisis. Meanwhile Mulvaney tells CEOs a new corporate tax cut is considered. The US will probably need to designate itself as a tax heaven.    

https://finance.yahoo.com/news/netflix-could-lose-four-million-121913655.html (Reuters) – Needham and Co was the fourth Wall Street brokerage in two months to cut its rating for Netflix Inc <NFLX.O> on Tuesday, arguing competition from new streaming services could lead to the loss of 4 million premium U.S. subscribers next year. Needham analyst Laura Martin, who downgraded the California-based tech giant to … Read more

CCC meltdown pic.twitter.com/D42GGPaijX — Win Smart, CFA (@WinfieldSmart) December 10, 2019 Corporate credit to GDP pic.twitter.com/gkISFXG2XE — Win Smart, CFA (@WinfieldSmart) December 10, 2019 Spot on again @dlacalle_IA and this game of liquidity wac-a-mole can only go on so far until it pops out for good exposing the fragilities of these new forms of inherent … Read more

via Forbes: A former top Federal Reserve official says the central bank appears not to have learned key lessons from the Great Recession, including how its halting embrace of aggressive monetary policy left the economy short of both its inflation and employment goals for too long. While the unemployment rate is now near historic lows … Read more

Saudi Arabia renews push for $2 trillion Saudi Aramco valuation Saudi Arabia is making a last-ditch attempt to persuade its institutions and wealthiest families to buy shares in Saudi Aramco after it floats on Wednesday as Crown Prince Mohammed bin Salman refuses to give up on his $2 trillion valuation. “They’ve been told that it … Read more

by ScratchyCow Within the past few days:   They “accidentally” released an update that auto collapsed any comment that could be found offensive and added “potentially toxic content” written next to it. https://www.reddit.com/r/ModSupport/comments/e8ifxr/potentially_toxic_content/ It was instantly met with negativity from the community (look at the comments) and was then reverted. I believe they were soft-testing it and … Read more

by Claudio Grass via Claudiograss.ch When I was asked to write an article about the impact of negative interest rates and negative yielding bonds, I thought this is a chance to look at the topic from a broader perspective. There have been lots of articles speculating about the possible implications and focusing on their impact in the short … Read more

by Shaun Richards If we were to step back in time to when the new QE era began around a decade ago we would not find any central bankers expecting us to be where we are now. In a way that is summarised by the fact that the original QE pamphlet of the Bank of … Read more

Rep. Tulsi Gabbard (D-Hawaii), a Democratic presidential candidate and combat veteran, is calling for a congressional inquiry following a report saying U.S. officials misled the public about their progress throughout the 18-year-old war in Afghanistan. “First of all I’m putting legislation in to call for a congressional inquiry,” Gabbard, a member of the House Armed Services Committee, told … Read more

WASHINGTON — The Supreme Court on Monday left in place a Kentucky law requiring doctors to perform ultrasounds and show fetal images to patients before abortions. The justices did not comment in refusing to review an appeals court ruling that upheld the law. The American Civil Liberties Union had challenged the law on behalf of … Read more