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Investors Don’t Like Their Corn… [Dirty Dozen]
Article By:
Macro-Ops
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Monday, May 13, 2024 7:04 AM EDT
In this week’s Dirty Dozen [CHART PACK] we talk about key levels in Qs and crypto, discuss the start of some negative divergences in internals, look at a breakout in corn, and pitch a potash producer as a way to play a bottom in softs, plus more…
“I See No ‘Stag’ Nor ‘Flation.” J Powell
Article By:
Michele Schneider
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Monday, May 13, 2024 5:12 AM EDT
Stagflation-Last week Jerome Powell said he sees neither a chance of stagnation nor inflation.
Charles Payne asked me about why I call this the new “transitory.”
I begin with Shakespeare- “…Doth protest too much.”
A Look Back At Energy Transfer
Article By:
Simon Lack
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Sunday, May 12, 2024 1:00 PM EDT
Energy Transfer is the pipeline company most often directly owned by the financial advisors we talk to. It seems perennially cheap, and that’s in part due to their controversial history of treating themselves better than their other unitholders.
Week In Review: Sciwind, Sino Biological And Biocytogen Announce Deals
Article By:
ChinaBio® Today
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Saturday, May 11, 2024 3:40 PM EDT
Beijing’s Sino Biological completed its $48 million acquisition of Vancouver-based SignalChem Biotech. Additionally, Biocytogen Pharmaceuticals signed a TCR-mimic antibody evaluation and potential licensing agreement with BioCopy AG.
Earning(s) The Consumer’s Trust
Article By:
WisdomTree
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Saturday, May 11, 2024 3:20 PM EDT
Sometimes, earnings season provides clarity to the economic outlook. Sometimes, it does not. This earnings season is a bit of both. A confused and perplexing U.S. consumer is one of the more obvious topics of conversation.
IPO Nearing? Elon Musk's Starlink In Hyper-Growth, Surprises Analysts With $6.6 Billion Revenue Projection
Article By:
Tyler Durden
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Saturday, May 11, 2024 1:20 PM EDT
A new report shows SpaceX's Starlink could be closer than ever to an initial public offering. The space internet company's 2024 forecasted revenue will top $6.6 billion.
Market Briefing For Thursday, May 9
Article By:
Gene Inger
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Thursday, May 9, 2024 4:28 AM EDT
'Data is the new currency'- is the message you get from everyone, like the comments provided by Nvidia's CEO, to Salesforce; all basically Ai-themed. Missing is demand.
In Defense Of Staying Private
Article By:
AllAboutAlpha
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Tuesday, May 7, 2024 7:05 AM EDT
I’m not a contrarian by nature, but I do enjoy being a devil’s advocate and while reading a recent piece by JP Morgan on the importance of a reinvigorated private equity exit environment, I couldn’t help but come up with an opposing perspective.
An Economic Slowdown; Disney Earnings, Buffett Cuts Apple Stake By 13%, Uber Earnings
Article By:
Greg Feirman
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Monday, May 6, 2024 9:23 AM EDT
The S&P surged 64 points (1.26%) on Friday to 5,128 – right up to its 50 DMA (5,130). The S&P continues to trade in a range (4950 – 5250) defined by its recent high on Friday March 28 and low on Friday April 19.
Stock Rally As Powell Sparks A Buying Frenzy
Article By:
Lance Roberts
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Monday, May 6, 2024 9:09 AM EDT
The latest FOMC meeting caused a stock rally as Jerome Powell turned more “dovish” than expected. While Powell did note that progress on inflation has been lackluster, the announcement of the reversal of “Quantitative Tightening” excited the bulls.
Was April’s Correction Noise Or Signal For Global Markets?
Article By:
James Picerno
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Monday, May 6, 2024 8:11 AM EDT
April was a rough month for investors, but the rebound in asset prices in the early days of May has revived expectations that the worst has passed.
Weekly Market Pulse: What Did He Say?
Article By:
Joseph Calhoun
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Monday, May 6, 2024 7:48 AM EDT
Coming into last week’s FOMC meeting, Jerome Powell was expected to be hawkish. I know that because numerous articles in the financial press told me so which makes me wonder if the articles themselves affected those expectations. Maybe.