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Monthly Archives: February 2016
Death Cross for Netflix
Following Apple, Netflix is the first of the FANG stocks to face a death cross on its technicals, with Amazon following very closely. Where to from here? Continue reading
GoPro: Innovate or Die
The battered action camera company must dramatically innovate if it is to survive Continue reading
The Crude Reality. Part 2
Low demand generates lower prices, but this seems not to affect supply. The case where the laws of supply and demand ceased to function Continue reading
Posted in Commodities, Economy, Foreign Trade, Oil
Tagged Crude Oil, Demand, OPEC, Supply
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The Crude Reality. Part 1
Low crude oil prices drive prices of everyday goods lower and put disposable income in the hands of the public. But there is a flip side. Continue reading
Posted in Bonds, Commodities, Foreign Trade, Oil, Stocks
Tagged Crude Oil, Markets, OPEC, Pensions, Sovereign Wealth Funds
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Time to Short the Venezuelan Bolivar?
For over 10 years the Venezuelan currency has been held artificially high by the government. Is that all about to change? Continue reading