Topic: External Research
New with Topic: External Research
GraceCheng posted a blog entry
AIG And Its Counterparties
We appear to have an instant consensus that the New York Fed could have reduced the cost of AIG (AIG) assistance by...
We appear to have an instant consensus that the New York Fed could have reduced the cost of AIG (AIG) assistance by...
GraceCheng posted a blog entry
Positioning For Year-End
“An Emperor who cares for nothing but his wardrobe hires two weavers who promise him the finest suit of clothes from a...
“An Emperor who cares for nothing but his wardrobe hires two weavers who promise him the finest suit of clothes from a...
GraceCheng posted a blog entry
Why Pimco’s Fleeing From Mortgage Debt Into Government Debt
Pacific Investment Management Co (Pimco) has made its most substantial change in bond holdings since 2004. Its nearly $200...
Pacific Investment Management Co (Pimco) has made its most substantial change in bond holdings since 2004. Its nearly $200...
GraceCheng posted a blog entry
US Bonds Are Blasting A Warning
While the stock market continues its “recovery rally,” there’s something strange going on in the bland world...
While the stock market continues its “recovery rally,” there’s something strange going on in the bland world...
GraceCheng posted a blog entry
US Housing Has Never Been More Affordable
The release of the Case-Schiller Home Price Index is just one of the plethora of housing indicators due to be released this...
The release of the Case-Schiller Home Price Index is just one of the plethora of housing indicators due to be released this...
GraceCheng posted a blog entry
Federal Reserve Statement: No News Is Good News?
In the Uncle Sam Economy circa 2009, seemingly every meaningful economic development runs through Washington. From housing...
In the Uncle Sam Economy circa 2009, seemingly every meaningful economic development runs through Washington. From housing...
GraceCheng posted a blog entry
Murdoch’s Gamble: Will It Benefit Media ETFs?
Free daily news on the Internet is a luxury that many Americans have become comfortable with. Some feel that they’ve...
Free daily news on the Internet is a luxury that many Americans have become comfortable with. Some feel that they’ve...
GraceCheng posted a blog entry
US Home Prices Continue To Rise
This morning the S&P Case-Schiller index was released. The Composite 20 index (C-20), which covers 20 of the largest...
This morning the S&P Case-Schiller index was released. The Composite 20 index (C-20), which covers 20 of the largest...
GraceCheng posted a blog entry
Consumer Confidence Increasing
The Conference Board’s index of Consumer Confidence increased to 49.5% from a significantly upwardly revised level of...
The Conference Board’s index of Consumer Confidence increased to 49.5% from a significantly upwardly revised level of...
GraceCheng posted a blog entry
Bank Of America Call Options In Hot Demand
BAC - Bank of America - Long-term Bank of America bulls are out in full force today, scooping up call options like...
BAC - Bank of America - Long-term Bank of America bulls are out in full force today, scooping up call options like...
GraceCheng posted a blog entry
The Great Louisiana Healthcare Rip-Off
Senator Mary Landrieu’s blatant extortion of a broken system shows just how broken that system is… and how...
Senator Mary Landrieu’s blatant extortion of a broken system shows just how broken that system is… and how...
GraceCheng posted a blog entry
Silver ETFs: More Gains To Come?
Yes, yes. By now we’re all familiar with gold exchange traded funds (ETFs). But silver has been far outpacing the yellow...
Yes, yes. By now we’re all familiar with gold exchange traded funds (ETFs). But silver has been far outpacing the yellow...
GraceCheng posted a blog entry
Here’s A Sector To Short
When you consider that an excessive amount of restaurants were built during the real estate bubble, the restaurant business is...
When you consider that an excessive amount of restaurants were built during the real estate bubble, the restaurant business is...
GraceCheng posted a blog entry
Protect Yourself Against An Imminent Stock Market Correction
Winning in this game we love means your portfolio out performs a benchmark index because if all you do is match the market,...
Winning in this game we love means your portfolio out performs a benchmark index because if all you do is match the market,...
GraceCheng posted a blog entry
Oil Seems Like It’s Going Nowhere… But The Story Is Very Different Below The Surface
Keeping up with crude oil is a bit of a migraine these days.It’s an essential task, of course. Gasoline, diesel and...
Keeping up with crude oil is a bit of a migraine these days.It’s an essential task, of course. Gasoline, diesel and...
GraceCheng posted a blog entry
Insider Selling Can Be An Important Tool In Determining Potential Trouble For Both Individual Stocks And The Broader Market
Insider stock transactions - the buying and selling of stock by corporate “insiders” - won’t tell you where...
Insider stock transactions - the buying and selling of stock by corporate “insiders” - won’t tell you where...
GraceCheng posted a blog entry
Japan ETFs: The New War They’re Waging
Japan’s economy and exchange traded funds (ETFs) have a new battle to fight: deflation. In fact, for the first time...
Japan’s economy and exchange traded funds (ETFs) have a new battle to fight: deflation. In fact, for the first time...
GraceCheng posted a blog entry
Emerging Markets Consider Capital Controls To Combat “Hot Money” Inflows
Concerned with accelerating inflows of so-called “hot money,” more emerging market nations are considering new...
Concerned with accelerating inflows of so-called “hot money,” more emerging market nations are considering new...
GraceCheng posted a blog entry
Don’t Count Out Actively Managed ETFs
Actively managed exchange traded funds (ETFs) are still a relatively new player on the market, but already some providers and...
Actively managed exchange traded funds (ETFs) are still a relatively new player on the market, but already some providers and...
GraceCheng posted a blog entry
The Simplest Reason Gold Will Soar
When the bank pays you nothing in interest, gold goes up. And right now, the bank is paying you nothing in interest.Why does...
When the bank pays you nothing in interest, gold goes up. And right now, the bank is paying you nothing in interest.Why does...
GraceCheng posted a blog entry
Despite Recession, Innovation Is Alive And Well
Click to enlarge.From the press release for Booz & Company’s 2009 edition of the Global Innovation 1000:In the...
Click to enlarge.From the press release for Booz & Company’s 2009 edition of the Global Innovation 1000:In the...
GraceCheng posted a blog entry
What Is Ron Paul’s Real Agenda When He Talks About Auditing The Fed
Ron Paul’s proposal to audit the Fed sounds innocuous enough, but it is anything but.I know from personal experience as...
Ron Paul’s proposal to audit the Fed sounds innocuous enough, but it is anything but.I know from personal experience as...
GraceCheng posted a blog entry
Physical Gold, Silver And Oil Out-Performing Their Stocks?
Since the market crash in late 2008 we have seen investors favor quality stocks that pay dividends and have steady earnings....
Since the market crash in late 2008 we have seen investors favor quality stocks that pay dividends and have steady earnings....
GraceCheng posted a blog entry
Forex Trading Ideas: Is Sterling About To Get Pounded?
FundamentalsThey used to say that the sun never sets on the British Empire, as Great Britain was the dominant economic power...
FundamentalsThey used to say that the sun never sets on the British Empire, as Great Britain was the dominant economic power...
GraceCheng posted a blog entry
Chart Of The Week: No More Easy Money For Volatility Sellers?
One month ago the VIX (^VIX) closed at a 2009 record low of 20.69, so it should not be a big surprise that realized ...
One month ago the VIX (^VIX) closed at a 2009 record low of 20.69, so it should not be a big surprise that realized ...
GraceCheng posted a blog entry
Silver Hits New Highs At Top Of Uptrend Channel
Price action on spot silver, a daily chart of which is shown, has reached the very top of a key parallel uptrend channel, in...
Price action on spot silver, a daily chart of which is shown, has reached the very top of a key parallel uptrend channel, in...
GraceCheng posted a blog entry
Economic, News And US Earnings Reports For The Week Nov 23 - 27
Welcome to the Thanksgiving week. With the holiday ahead of us shortly, market volume will generally be low. On the...
Welcome to the Thanksgiving week. With the holiday ahead of us shortly, market volume will generally be low. On the...
GraceCheng posted a blog entry
Spitting On The Boomers’ Financial Legacy
Okay! We’ll say what we’ve been thinking……that our children are going to spit on our graves!First,...
Okay! We’ll say what we’ve been thinking……that our children are going to spit on our graves!First,...
GraceCheng posted a blog entry
How Does Volatility Affect Stock Options?
Now that we’ve covered some of the more basic option strategies, it is time to introduce volatility. Volatility is a key...
Now that we’ve covered some of the more basic option strategies, it is time to introduce volatility. Volatility is a key...
GraceCheng posted a blog entry
Biggest Gainer ETFs For The Week Ended 22 Nov
Each week, I like to publish the past week’s hottest ETFs to share some new trends and niche ETFs (and ETNs) out there ...
Each week, I like to publish the past week’s hottest ETFs to share some new trends and niche ETFs (and ETNs) out there ...
GraceCheng posted a blog entry
Alternatives To The US Dollar As The World’s Reserve Currency
The dollar has suffered a landslide of scrutiny and negative sentiment over the past eight months. Yet just nine months ago...
The dollar has suffered a landslide of scrutiny and negative sentiment over the past eight months. Yet just nine months ago...
GraceCheng posted a blog entry
British Pound Retracing Friday’s Slide Against The US Dollar
Gbp/Usd is trading at the 38.2% Fibo retracement (1.6541) of Friday’s high of 1.6674. If the pair can break above...
Gbp/Usd is trading at the 38.2% Fibo retracement (1.6541) of Friday’s high of 1.6674. If the pair can break above...
GraceCheng posted a blog entry
Societe Generale Tells Investors How To Prepare For Potential “Global Collapse”
In a report entitled “Worst-case debt scenario”, the bank’s asset team said state rescue packages over the...
In a report entitled “Worst-case debt scenario”, the bank’s asset team said state rescue packages over the...
GraceCheng posted a blog entry
Month To Date Review Of The Market
America is unimpressed by the rebound in the equity markets. Why? The economic data, no matter how heavily massaged, indicate...
America is unimpressed by the rebound in the equity markets. Why? The economic data, no matter how heavily massaged, indicate...
GraceCheng posted a blog entry
Stock Picks For Monday: Nanometrics, Melco Crown Entertainment, MetroPCS Communications And Cell Therapeutics
( click to enlarge )Nanometrics (NANO) is a very volatile stock, but can be a very lucrative one if traded correctly. The...
( click to enlarge )Nanometrics (NANO) is a very volatile stock, but can be a very lucrative one if traded correctly. The...
GraceCheng posted a blog entry
Has Gold Just Broken Out Of Its Trend Channel?
Let me begin this week’s essay by quoting a part of last week’s update, in which I mentioned that the regular...
Let me begin this week’s essay by quoting a part of last week’s update, in which I mentioned that the regular...
GraceCheng posted a blog entry
One Reason Why The US Dollar Might Rise
Have you heard the story about the man who bought a U.S. Treasury Bill for $1000 knowing before hand that he’d only get...
Have you heard the story about the man who bought a U.S. Treasury Bill for $1000 knowing before hand that he’d only get...
GraceCheng posted a blog entry
Ron Paul Thinks That Fed “Oversight Is Laughable”
Friday the House Finance Committee approved the Ron Paul and Jim DeMint amendment to audit the Federal Reserve. It’s a...
Friday the House Finance Committee approved the Ron Paul and Jim DeMint amendment to audit the Federal Reserve. It’s a...
GraceCheng posted a blog entry
S&P 500 Index Is Still Overvalued
Stocks have been in the overvalued end of the normal P/E range since the early-1990s, and this condition shows no sign of...
Stocks have been in the overvalued end of the normal P/E range since the early-1990s, and this condition shows no sign of...
GraceCheng posted a blog entry
This Small Oil Exploration Company Is Ripe For A Takeover… Here’s How To Profit
Takeovers are big news in the market at the moment.In fact, did you know that takeovers have the biggest one-day gain in...
Takeovers are big news in the market at the moment.In fact, did you know that takeovers have the biggest one-day gain in...
GraceCheng posted a blog entry
Obama Commits To Free Trade Agreement With South Korea, But Auto Trade Remains An Obstacle
On the last leg of his four-nation tour in Asia, U.S. President Barack Obama revived the issue of a still-pending free-trade...
On the last leg of his four-nation tour in Asia, U.S. President Barack Obama revived the issue of a still-pending free-trade...
GraceCheng posted a blog entry
Exponential Growth, Finite World
I want to talk about the challenge of exponential growth in a finite world. This is a concept that while on its surface seems...
I want to talk about the challenge of exponential growth in a finite world. This is a concept that while on its surface seems...
GraceCheng posted a blog entry
Forex Wrap-up: A Massive Short-Covering Rally In The US Dollar May Just Be Starting
After reaching a 15-month low early in the week, the U.S. Dollar closed higher for the week against a trade-weighted basket of...
After reaching a 15-month low early in the week, the U.S. Dollar closed higher for the week against a trade-weighted basket of...
GraceCheng posted a blog entry
The Message Of The 2-Year US Treasury Note, Deflation And Japan
Most eyes are fixated on the rise in equities and commodities and, in turn, point to those markets as indicators of an...
Most eyes are fixated on the rise in equities and commodities and, in turn, point to those markets as indicators of an...
GraceCheng posted a blog entry
3 Steps To Becoming A More Successful Trader
Want to be a better trader?Of course you do.Everyone, no matter how good or bad they are as a trader or investor right now,...
Want to be a better trader?Of course you do.Everyone, no matter how good or bad they are as a trader or investor right now,...
GraceCheng posted a blog entry
The Transportation Sector: Here Are Three Investments In A Sector That Are Ready To Soar
As the old saying goes, “You’re either a contrarian, or a victim.”It just so happens that one of the...
As the old saying goes, “You’re either a contrarian, or a victim.”It just so happens that one of the...
GraceCheng posted a blog entry
What You Should Know About Precious Metals ETFs And Taxes
Exchange traded funds (ETF) that track or hold gold and silver have seen a wave of inflows in assets. But do you know the tax...
Exchange traded funds (ETF) that track or hold gold and silver have seen a wave of inflows in assets. But do you know the tax...
GraceCheng posted a blog entry
Buffett Borrows For Rail Acquisition
Warren Buffett, the CEO and Chairman of Berkshire Hathaway (BRK-A)/(BRK-B), announced on Thursday to borrow $8 billion of loan...
Warren Buffett, the CEO and Chairman of Berkshire Hathaway (BRK-A)/(BRK-B), announced on Thursday to borrow $8 billion of loan...
GraceCheng posted a blog entry
Why Investors Should Look To Japan Again
In a visit to Japan in the early 1990s, U.S. President George H.W. Bush threw up over the Japanese prime minister. When...
In a visit to Japan in the early 1990s, U.S. President George H.W. Bush threw up over the Japanese prime minister. When...
GraceCheng posted a blog entry
Bond Sentiment: Treasury Yields May Drop
I am definitely on board with the idea that longer dated Treasury yields are headed lower, and I am beginning to warm up to...
I am definitely on board with the idea that longer dated Treasury yields are headed lower, and I am beginning to warm up to...
