The light breeze of change
I came across this documentary about Donald Rumsfeld.
First up a definition about what momentum investing is.
This bizzare set of adverts for a company either called NICE or CXone (or something else?) featuring Gordon Ramsay talking to a fish and berating several underlings tells me cloud computing companies have too much cash.
I have been watching some of Howard Marks’ videos on youtube. The video linked below contains a brilliant anecdote at about the 1 hour mark.
Pets at home could be a decent buy. I have only just started looking into it but the business seems pretty decent.
The yield curve underlines a very simple and intuitive principle. I’ll illustrate it with a relatively absurd example.
The Reserve Bank of Australia (RBA) may be on the verge of cuting its deposit rate from one historic low of 1.5% to another one of 1.25%.
US goverment bonds, otherwise known as the least worst promise in global credit markets are currently yielding 2.63% on the 10 year.
With a title like this its hard to resist the addition of this famous picture of Elon.
I have been finding out more about George Soros and his career over the last few weeks. In my opinion a very smart guy.
I have two possible trades: buy USD/JPY @ 109 area and sell GBP/USD @1.32 level. Both of these are based on a USD positive bias.
Investors in distressed debt look at the debt issued by companies which is “cheap” (as valued by the bond market).