Weekly CEO News from Richard Ingram
July 23, 2017

The S&P 500 trades at an elevated valuation on almost every metric. The forward P/E multiple of the S&P 500 has risen by 80% since 2011 (to 18x) and now trades at the 89th percentile compared with the past 40 years

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NFLX Stock Predictions Summary: As one of the famous FANG stocks, Netflix enjoys a stratospheric valuation when compared to other technology tickers. Like Amazon and Facebook, Netflix is a growth-driven company. In spite of stiff competition, FANG stocks managed to

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NFLX Stock Predictions Summary: As one of the famous FANG stocks, Netflix enjoys a stratospheric valuation when compared to other technology tickers. Like Amazon and Facebook, Netflix is a growth-driven company. In spite of stiff competition, FANG stocks managed to

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In the past few weeks and months we have seen some reports wherein it became clear Germany is actually selling some of its gold on a monthly basis. That’s an interesting phenomenon as it’s weird to see a country secretly repatriating its

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July 23, 2017

Back To Basics

Written by Posted in Finance Comments 0

Last week I tumbled down the rabbit hole of quantitative finance, so this week I thought that I would take stock on some of the main themes. The continued woes of the greenback are probably the main story for markets

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Fundamental Australian Dollar Forecast: Neutral The Australian Dollar is in something of a sweet spot Rate differentials, local data and Chinese growth all look more supportive However, the RBA is clearly watching it very closely at current, high levels Late last week

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Over the last five trading days, major banks displayed a bearish trend. Though most banks which reported second-quarter 2017 results this week managed to beat estimates, concerns over the underlying weakness shadowed the optimism. Results demonstrated an upswing in loans

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The Top 10 of the Ranking and Rating list for the coming week shows the following stronger currencies being well represented for going long: the CAD(3X) with the NZD(4X) followed by the EUR(2X) . The weaker currencies are the GBP(5X) followed by

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How should electricity from wind turbines and solar panels be evaluated? Should it be evaluated as if these devices are stand-alone devices? Or do these devices provide electricity that is of such low quality, because of its intermittency and other

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Last week’s new high brought us closer to our projection and, as long as we do not see contradictory patterns, another high; and perhaps two more can be expected. Whether it’s one or two may depend on next week’s action.

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