• Tim Knight from...
    02/06/2016 - 00:25
    What we must remember is this: we are in a bear market, and the risk of a countertrend rally is present, but confined. The opportunity on the downside movement dwarfs the risk of a push higher, as...
  • Phoenix Capital...
    02/06/2016 - 10:15
    2008 was caused by derivatives based on consumer-focused assets (houses). The next crisis will be driven by derivatives on government-focused assets (bonds).

Apple

EconMatters's picture

Apple Stock is a 10 Year Short





Is Apple going to produce more electric vehicles ten years from now than BMW?

 
Tyler Durden's picture

How Illiquid Are Bond ETFs, Really? (Spoiler Alert: Very!)





"The dealer market has collapsed, and all that's left are investors trading the same few bonds back and forth, leaving pricing services guessing with bigger and bigger margins of error on the real value of illiquid debt. That's the real problem. And it's not one the SEC can fix by targeting 'transcendent liquidity' in ETFs."

 
Tyler Durden's picture

Global Stocks Rebound As Geopolitical Tensions Subside; Europe Surges On Report Of More ECB Easing





Following yesterday's dramatic geopolitical shock, U.S. equity index futures rise as Russia has not escalated the confrontation with Turkey as some had feared, while Asian shares fall, reversing earlier gains. European stocks are rallying and the euro is falling on the back of a Reuters report that the ECB is mulling new measures to prop up lending, although it’s not clear at this point what the real impact from these measures would be.

 
Tyler Durden's picture

Apple Accounted For 20% Of All U.S. Margin Expansion Since 2010 - Why This Matters





According to Goldman, "tech accounted for 50% of the overall S&P 500 expansion during the past five years (Apple is responsible for 20% of rise). Tech sector now has margins (18%) that are twice the overall market." That tremendous tech, but mostly AAPL-driven, margin growth has now ended.  So can this torrid surge in tech margins continue? Goldman's answer is a resounding no.

 
Tyler Durden's picture

Frontrunning: November 24





  • Turkey downs Russian warplane near Syria border, Moscow denies airspace violation (Reuters)
  • Investors seek safety in bonds, yen after Turkey downs Russian jet (Reuters)
  • Donald Trump Is Not Backing Down (BBG)
  • Uber's Exposure May Grow as U.S. Drivers Seek 57.5 Cents a Mile (BBG)
  • U.S. issues global travel alert as manhunt continues for Paris attackers (Reuters)
  • Stung by Oil, Distressed-Debt Traders See Worst Losses Since '08 (BBG)
 
Tyler Durden's picture

Frontrunning: November 20





  • French, U.S. Troops Enter Mali Hotel as Gunmen Hold Hostages (BBG)
  • Top suspect seen on CCTV in metro during Paris attacks (Reuters)
  • Paris Attacks’ Alleged Ringleader, Now Dead, Had Slipped Into Europe Unchecked (WSJ)
  • Global shares march on as alarm bells ring for metals (Reuters)
  • European Stocks Rise With Asian Shares as Zinc, Ringgit Advance (BBG)
  • World leaders arrive for summit amid heavy security (Reuters)
 
Tyler Durden's picture

Terrorists Planned Thursday Attack On Paris Mall; "Mastermind" Killed In Raid, WaPo Says





According to Reuters, the suspects targeted in a pre-dawn raid in France were planning to attack the Quatre Temps on Thursday, the busiest mall in France located in the business district at La Defense. Meanwhile, WaPo, citing European intelligence officials, says Abdelhamid Abaaoud was killed in Wednesday's operation.

 
GoldCore's picture

Bitcoin and The Blockchain - Banks Must Embrace Or “Die”





Editors Note: GoldCore believe that blockchain technology will revolutionise the world of finance, payments and money and may have an impact on the world on a scale of that of the internet. If you thought the “internet” was disruptive, well you ain't seen nothing yet ... the blockchain cometh!

 
derailedcapitalism's picture

Online Advertising Is Threatening an Open Internet





The internet is in a very sad state. Recent measures introduced by governments around the world, including C-51, TPP, and previous bills introduced such as the Stop Online Piracy Act (SOPA), threaten the rights to a free and open internet. However, much less talked about is the current state of online advertising and how it's slowly eroding our rights to browse online through disabling content for those using ad-blockers, paywalls and invasive tactics to market products based on our browsing history.

 
Tyler Durden's picture

Rich Nation Problems: Even If Norway Wanted To Do QE, They Couldn't





"My guess is that we will have negative rates in Norway before there will be any talk of QE"...

 
Tyler Durden's picture

Rethinking Money As The Greater Depression Deepens





The low interest rates and relatively low inflation rates we’ve had recently aren’t going to last. They will soon be replaced by wildly fluctuating markets and rapidly depreciating currencies. We could have a catastrophic deflation, where trillions of currency units are wiped out; or a hyperinflation, as governments create trillions more of them; or both phenomena in sequence. But, as bad as they are, those are just financial phenomena; what will be much, much more serious are things looming on the political, economic, social, and military fronts of the Greater Depression. The bottom line is that you want to get out of the dollar before everyone else does.

 
Tyler Durden's picture

Frontrunning: November 12





  • Stock futures little changed as Yellen comments awaited (Reuters)
  • Draghi stimulus hint underpins stocks, knocks euro (Reuters)
  • Black Friday's Losing Its Mojo and Retailers Might Be Relieved (BBG)
  • Macy’s Fights Downward Spiral With Bet on Off-Price Backstage Stores (WSJ)
  • Greece Comes to a Standstill as Unions Turn Against Tsipras (BBG)
  • Euro zone production falls more than expected in September (Reuters)
  • Valeant played a key role in building, operating Philidor RX (Reuters)
 
Tyler Durden's picture

Apple Cuts Component Orders By 10% Due To Weak iPhone 6s Demand: Credit Suisse





"Apple has lowered its component orders by as much as 10% according to our teams in Asia. The cuts seem to be driven by weak demand for the new iPhone 6s, as overall builds are now estimated to be below 80mn units for the December quarter and between 55-60mn units for the March quarter."

 
Tyler Durden's picture

As Q3 Earnings Season Winds Down, A Summary Of Where We Stand And The 4 Main Themes From Conference Calls





With the third quarter earnings season almost over, and 90% of companies having reported, here is a quick look at where we stand and what has emerged as the 4 main themes during earnings calls.

 
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