Weekly CEO News from Richard Ingram
March 18, 2016

I have been following Cameron International (CAM) since Q4 2014 when the divergence in oil prices looked like it was here to stay. However, I got greedy and forgot to take profits on my short play. I am still chafing

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On March 18, 2016, CanopyBoulder announced that it had raised a $2 million fund to invest in two classes of startups for its business accelerator program in 2016. CanopyBoulder’s third class of 10 companies started its 16-week program on Feb. 29, including companies focusing

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The yield on the Japanese government’s 10-year paper traded negative yesterday for the 17th straight session. When Haruhiko Kuroda first announced his negative rate experimentation, the 10-year JGB was low but still safely positive, yielding 22.9 bps on January 28.

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Our benchmark S&P 500 continued the post-FOMC rally with a modest morning rally to its 0.58% intraday high in the late morning. It trended sideways through the lunch hour, slumped a bit and then rose early in the final hour

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ECRI’s WLI Growth Index which forecasts economic growth six months forward – continued in negative territory. This index now spent 32 consecutive weeks in negative territory. ECRI also released their coincident and lagging indices this week and are shown below.

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March 18, 2016

Mother Russia!

Written by Posted in Finance Comments 0

While most are watching U.S. equities rip higher, we’re continuing to see strength from emerging markets. Previously, we highlighted the breakout taking place in Brazil. Up 13% since we released that research, Brazil hasn’t disappointed. Though nothing is guaranteed, and price

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For investors seeking momentum, ProShares S&P 500 Aristocrats ETF (NOBL – ETF report) is probably on their radar now. The fund just hit a 52-week high, and is up about 41% from its 52-week low price of $36.98/share. But are more gains in store

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Gold and gold stocks have refused to correct for more than a few days at a time. Weakness is being bought and quickly. Gold has gained over $200/oz but not corrected by more than 6%. The miners (GDX) have endured

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In the summer of 2014, repo fails suddenly surged out of nowhere. Between the events of the violent taper selloff in June 2013 and the first half of 2014, fails had been particularly calm if somewhat gently rising as the

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“Let us take things as we find them: let us not attempt to distort them into what they are not.  True philosophy deals with facts.  We cannot make facts.  All our wishing cannot change them.  We must use them… Let

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