FANGS & NOSH SII – THE AMAZON CALL A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-SII & PUBLIC ACCESS) READERS REFERENCE SII – FANGS & NOSH MATASII identified strong upside potential for AMAZON in our 07-12-18 AMZN IDEA post: AMZN Amazon IDEA – July 12, 2018 – Weekly & Daily Charts with HPTZ (High Probability Trading Zones) We recently achieved our […]
MAJOR RED FLAG: LEVERAGED (COV-LITE) LOANS SURPASS HY JUNK BONDS A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-SII & PUBLIC ACCESS) READERS REFERENCE SII – BONDS & CREDIT — SII – LENDERS (INSTITUTIONAL LEVERAGED LOAN FUNDS) 10-18-18 – “”We’re In Uncharted Territory”: In Historic Milestone, Leveraged Loan Market Overtakes Junk Bonds” At the start of the month, we highlighted that the […]
BOND TRADERS ARE PAID BIG TO DUMP US TREASURIES & GO ABROAD A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-SII & PUBLIC ACCESS) READERS REFERENCE SII – BONDS & CREDIT 10-17-18 – Bloomberg – “Bond Traders Are Paid Big to Dump U.S. Treasuries and Go Abroad” Low-yield bunds, JGBs earn higher returns on FX hedging profit Foreigners staying home as […]
NETFLIX BURNS A RECORD $10 MILLION PER DAY A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-SII & PUBLIC ACCESS) READERS REFERENCE SII – FANGS & NOSH 10-16-18 – “Netflix Soars After Crushing Subscriber Estimates As It Burns A Record $10 Million Per Day” Netflix shares are up 12% after-hours, entirely erasing the losses post Q2 earnings after smashing expectations […]
NOMURA: “SOMETHING IS GOING ON WITH THE CHINESE YUAN!” A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-DRIVERS-COMMODITIES & PUBLIC ACCESS) READERS REFERENCE MATA: DRIVERS – PRECIOUS METALS & CURRENCIES 10-18-18 – Nomura – “Nomura: “Something Is Going On With The Chinese Yuan”” Yesterday, when looking at a chart of gold priced in yuan, a level which the PBOC appeared to be […]
CHINA APPEARS TO WANT THE YUAN PEGGED TO GOLD A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS REFERENCE 10-09-18 – Bilal Hafeez, Nomura – “Why Is The Chinese Yuan Tracking Gold Closer Than Any Other Currency Market” Cold War Redux It is hard not to notice the increasingly hostile turn US and China relations […]
THIS DYNAMIC IS THE ULTIMATE BEAR CASE FOR RISKY ASSETS A PUBLIC SOURCED ARTICLE FOR MATASII SUBSCRIBERS-SII READERS REFERENCE SII – BONDS & CREDIT 10-10-18 – “Morgan Stanley:”This Dynamic Is The Ultimate Bear Case For Risky Assets”” The price action in fixed income has driven dramatic shifts in ETF flows over the last week, suggesting that material moves are taking […]
APPLE EARNINGS IN JEOPARDY: GOLDMAN SEES “UNHEARD OF COLLAPSE IN CHINESE SMARTPHONE DEMAND” A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-SII & PUBLIC ACCESS) READERS REFERENCE SII – FANGS & NOSH 10-15-18 – “Apple Earnings In Jeopardy: Goldman Sees “Unheard” Of Collapse In Chinese Smartphone Demand” It’s not just auto sales that are tumbling in China: according to Goldman there are “multiple […]
Global Central Bank Buying Puts A Floor Under The Price of Gold — PUBLIC SOURCE FOR SUBSCRIBER REFERENCE – 09-27-18 – “Global Central Bank Buying Puts A Floor Under The Price of Gold” — The only reason the price of gold’s down on the year is because of a strong dollar. Actually – for how […]
AS DUST SETTLES WE SEE THE EVIDENCE ON WHY BOND YIELDS SURGED The US 10y yield managed to smash through its multi-decade downtrend last week, mainly due to the fact that the CFTC data showed that speculators had already built unprecedented large short positions. It seemed that every man, woman and child was already bearish and […]
