Written by Jennifer Thomson, Gavekal Capital Blog As part of our treasure trove of data and tables, we rely on our factor scoring model to tell us the most important elements that have affected performance over various time periods and in
September 3, 2015
USDCHF: With USDCHF strengthening further on Thursday, it looks to target further upside pressure. On the downside, support comes in at the 0.9700 level. A turn below here will open the door for more weakness to occur towards the 0.9650
Another day, another Unicorn… I just ran across the latest member of the Unicorn club yesterday. It’s a food delivery startup from China called Ele.me. Translated from Chinese, it means “Hungry.” It just raised $630 million at a valuation of $3
The markets have been wild again this week, mostly influenced by another sell-off in China on Tuesday and extremely volatile commodity prices, making Friday’s jobs report even more important to observe as investors look for a read on the health
Both poker and investing are games of incomplete information. You have a certain set of facts and you are looking for situations where you have an edge, whether the edge is psychological or statistical. – David Einhorn David Einhorn has
On the surface, US industrial production – the most important component of any manufacturing recovery, or alternatively recession – is solid. In August, Industrial Production surged by 0.6% which was the biggest sequential increase since November. Of course, as we have
As 20 percent of the ten most damaging stock market drops in history have occurred in the past month, investors who understand the need to hedge at the same time are benefited from having proper expectations for various scenarios. While
I got the horse right here The name is Paul Revere And here’s a guy that says that the weather’s clear Can do, can do, this guy says the horse can do If he says the horse can do, can
The moment the China-induced stock market gyrations cooled a bit, the U.S. market started gaining ground. Meanwhile, the U.S. economy grew at 3.7% in Q2, which breezed past the initial reading of 2.3% growth and 0.6% expansion recorded in the
I look at an analysis of individual state claims as a kind of advance decline line for confirmation of the trend in the total numbers. The states report the data to the Department of Labor, which accumulates the data into
