2 January, 2016 by The TZ Newswire Staff Comments Off on What Does The Future Hold For Negative Rates In Europe? Goldman Answers
What Does The Future Hold For Negative Rates In Europe? Goldman Answers
A week before Mario Draghi disappointed a thoroughly spoiled market by “only” cutting the depo rate by 10 bps, “merely” extending QE by six months, and failing to boost the monthly rate of asset purchases under PSPP, we explained why the ECB is effectively chasing its own tail.
2 January, 2016 by The TZ Newswire Staff Comments Off on 2015 Year In Review: "Terminal Phase" Excess & Peak Cognitive Dissonance
2015 Year In Review: "Terminal Phase" Excess & Peak Cognitive Dissonance
Excerpted from Doug Noland’s Credit Bubble Bulletin,
The year 2015 was extraordinary. Incredibly, despite powerful confirmation of the bursting global Bubble thesis, market optimism remained deeply entrenched. All leading strategists surveyed in December by Barron’s remained bullish – some were borderline crazy optimistic.
2 January, 2016 by The TZ Newswire Staff Comments Off on 2016 Leadership: Where Should We Look?
2016 Leadership: Where Should We Look?
2015 was a very difficult year. We witnessed our first serious selling since 2011. It’s unusual to trade in a bull market for four years with little interruption, yet that’s exactly what we did. Despite not breaking down, the trading environment was quite challenging in 2015. Sure, consumer stocks and technology performed better than average, but energy and material shares were tossed aside much of the year. And if we dig a little deeper, we’ll find that not even consumer stocks were broad winners. For example, there are 23 industry groups within consumer discretionary.
2 January, 2016 by The TZ Newswire Staff Comments Off on The Worst Value Stocks of 2015
The Worst Value Stocks of 2015
The broader market may have finished 2015 relatively flat, but these three value stocks plunged by 70% or more.
2 January, 2016 by The TZ Newswire Staff Comments Off on Will 2016 Be International Business Machines Corporation’s Best Year Yet?
Will 2016 Be International Business Machines Corporation’s Best Year Yet?
2015 was not a great year for Big Blue, but 2016 could be better.
2 January, 2016 by The TZ Newswire Staff Comments Off on Elon Musk: No Damage Found on Landed SpaceX Rocket
Elon Musk: No Damage Found on Landed SpaceX Rocket
As it turns out, the very first Falcon 9 to land could be reusable. Is SpaceX closer to regular reusability than it is letting on?
2 January, 2016 by The TZ Newswire Staff Comments Off on From $500,000 To $170 Million In A Few Months: The Next "Subprime Trade" Emerges
From $500,000 To $170 Million In A Few Months: The Next "Subprime Trade" Emerges
Ever since a few far-sighted, contrarian traders made a killing by betting on the collapse of subprime in 2005 and 2006 – and by implication on the implosion of the capital markets – a trade famously resurrected in the latest Wall Street movie The Big Short (whose Michael Burry recently warned that “The Little Guy Will Pay” For The Next Crisis, again) everyone has been dreaming to uncover the next “subprime” – a trade that has a 20-to-1 upside to downside ratio, which