Investment Watch Blog

by chaney3 The ongoing trade war and trade talks between the U.S. and China have been a hot button topic for many of you, as well as the average retail investor, but a series of events have recently sparked heightened tensions between the U.S. and the European Union. So how serious is this? Why would … Read more

by WSBConsensus   The MS Equity Strategy team has refreshed their annual tax loss selling screen, which underperformed the market by ~5% in 4Q18. Look for stocks that may have been well-liked to start the year and that have seen substantial price declines.. • The Kraft Heinz Co. (KHC) • Goodyear Tire & Rubber Co. … Read more

https://fortune.com/2019/08/20/stock-buybacks-debt-financed/ The era of cheap borrowing is fostering corporate America’s favorite investor-pleasing activity: Share buybacks. Indeed, more than half of all buybacks are now funded by debt. And while there’s an argument that repurchases benefit share prices and investors, at least in the short run, it’s questionable whether highly indebted companies should be doing this. … Read more

Merkel is doing her best to destroy germany. Finally it is starting…. Industrial demand is sinking every month with -7% https://finanzmarktwelt.de/aktuell-auftragseingaenge-industrie-mit-katastrophalem-rueckgang-143013/ #Germany's manufacturing recession deepens. Germany Aug factory orders fall 6.7%% Y/Y; Est. -6.4% Y/Y pic.twitter.com/XLaiFWJohR — Holger Zschaepitz (@Schuldensuehner) October 7, 2019   Half of Deutsche Bank’s 18,000 Job Cuts Will Be in Germany … Read more

Any liberals complaining? https://www.gasbuddy.com/GasPriceMap?z=4&lng=-96.591588 Is this had not happened, gas would be below $1.50 in many places. Most States Have Raised Gas Taxes in Recent Years https://itep.org/most-states-have-raised-gas-taxes-in-recent-years-0419/ Gas Taxes Rise in a Dozen States, Including Historic Increase in Illinois https://itep.org/gas-taxes-rise-in-a-dozen-states-including-an-historic-increase-in-illinois/ June 29th Gas taxes to rise in these states in July https://www.foxbusiness.com/personal-finance/states-gas-taxes-to-rise-july States are doing … Read more

by SpontaneousDisorder    

https://twitter.com/anilvohra69/status/1180903251123720192 3 Major Warning Signs May Mean Danger Ahead for the Stock Market FAANG has died Despite ongoing low interest rates from the Fed, investors are no longer leveraging up on that cheap money to buy the once popular — always insanely valued — FAANG stocks. Facebook (FB), Amazon (AMZN) and Netflix (NFLX) have shed … Read more

https://twitter.com/TonyNashOnAsia/status/1181388833902022661  

Half of banks would not survive a six month crisis, ECB warns https://t.co/1sNE0IDVSGA case of “wanting”to have your cake and eating it.. and living in hope from the ECB — Local Banking 🇮🇪 The Real Economy (@NoelKinahan) October 8, 2019 This is not a slowdown, it is the hangover of the "synchronized growth" mirage. The … Read more

This is lightening-up social media now! Revealed: US diplomat’s wife, 42, who ‘ran over and killed’ British teen outside RAF base before fleeing and claiming diplomatic immunity is named Quote:.Anne Sacoolas left the UK despite facing possible charges of causing death by dangerous driving . Harry Dunn, 19, was killed in August near RAF Croughton … Read more

Quote:The utility announced Monday that customers in 29 of the state’s 58 counties could have their electricity cut between Wednesday morning and Thursday afternoon. The potential shutoffs could affect every county in the Bay Area except for San Francisco and Marin. https://www.kqed.org/news/11778499/pge-e…r-concerns  

Originally published at ExecSpec.net Should U.S. consumers feel consumed by the growing avalanche of negative news? There is an unending tariff war between the world’s two biggest economies, risk of a hard Brexit impairing the U.K., a U.S. manufacturing recession and high odds of a presidential impeachment. Reflecting this anxiety and uncertainty manifests in optimism among … Read more

by FS Whether it’s the latest news on US-China trade, the impeachment inquiry, or an ongoing global slowdown, stock market sensitivity to headline risk has been on the rise in recent months. Here’s what we discussed in our recent Technician and Big Picture segments on the Financial Sense Newshour. For audio, see Buying Opportunities Ahead, Says … Read more

Everyday a little piece of HK dies. Most important geopolitical event in world. Situation now deteriorating at faster pace. Western and US press hardly giving it the needed airtime as most running scared of Beijing. But the videos just keep coming in worse and worse. https://t.co/QCwN97Wamy — Dan Tapiero (@DTAPCAP) October 7, 2019 Bank runs … Read more

Wow. The @NBA now an official mouthpiece for Chinese State Propaganda. cc @Jkylebass https://t.co/GsRWmLJl81 — Paranoid Bull (@paranoidbull) October 7, 2019 https://twitter.com/global_chain/status/1181149382005051392 The NBA is bowing to the Chinese Communist Party. Houston Rockets GM Daryl Morey took down a tweet showing support for Hong Kong. Brooklyn Nets owner Joe Tsai says the damage from Houston … Read more

https://twitter.com/anilvohra69/status/1181143891229020160 – $20 Trillion monetary stimulus– $30 Trillion of fiscal stimulus and new debt – Negative real and nominal rates. … But the problem is that we need more stimulus. But of course 🙄#SupplySideReformsNow pic.twitter.com/RbwFuK6vrs — Daniel Lacalle Official Account (@dlacalle_IA) October 7, 2019 Credit bubbles build up when private sector debt growth rapidly outpaces … Read more