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Brookfield Asset Management is an Attractively-Priced Powerhouse

It was announced last week that Brookfield Asset Management (BAM) is acquiring all of the public stock of Oaktree Capital Group (OAK).
by Lyn Alden Schwartzer - 1 day ago

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Housing Market Index

The Housing Market Index (HMI) for March was released this morning and showed a reading of 62, one point shy of the expected reading of 63, flat month over month, and well off the high of 74 in December of 2017.
by Eric Basmajian - 1 day ago

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The Counterintuitive Nature Of The US Dollar

If the US economy slows sharply, the dollar will likely strengthen against emerging market currencies which is why a pronounced weakness in EM currencies or strength in the US dollar relative to EM currencies is one of the earliest indicators in economics.
by Eric Basmajian - 2 days ago

How Does A Market Top?

It is not selling that causes a market to top.  Rather, markets top when there are no more buyers to push the market higher.
by Avi Gilburt - 3 days ago

Breaking News Analysis: Apple Watch's Results in Screening for Atrial Fibrillation

Apple (AAPL) announced results of a large study that used Apple Watch to screen for atrial fibrillation, a common arrhythmia.
by Bhavneesh Sharma - 3 days ago

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Backwardation And Contango- Realtime Indicators Of Supply And Demand Fundamentals

When it comes to analyzing the supply and demand balance for commodities, the forward curve is one of the most useful tools.
by Andy Hecht - 6 days ago

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The Big Mac Index and Russian Tailwinds

An interesting informal metric to pay attention to for international investing is the Big Mac Index.
by Lyn Alden Schwartzer - 6 days ago

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Breaking Down China’s Cloud IaaS and AI Market

The goal of this analysis is to look closer at cloud infrastructure-as-a-service for the geographic region of China, and to analyze the forward growth of the leading cloud provider in China, Alibaba.
by Beth Kindig - 6 days ago

HOT OFF THE PRESS: Insights from the annual Cowen Healthcare conference for Monday

Notes on Wave Sciences (WVE), Moderna Therapeutics (MRNA), Insmed (INSM), Magenta Therapeutics (MGTA), and Axovant Gene Therapies (AXGT).
by Bhavneesh Sharma - 1 week ago

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International Recap - Market Analysis on Mar 11th, 2019

As we start the week and look at retail sales this morning for domestic data, there were a few key economic releases from international markets that continue to point towards soft global growth.
by Eric Basmajian - 1 week ago

Turning Market Causality On Its Head

What I am about to say may shock some of you that have not read my analysis before.
by Avi Gilburt - 1 week ago

The Calculus Of Trading Or Investing- Commodities Prices Are A Critical Variable For All Asset Classes

Even if an investor or trader never ventures into the volatile asset class, knowledge about price trends and factors affecting the commodities market is a key variable in the calculus of markets.
by Andy Hecht - 1 week ago

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The Corporate Debt Problem is Real

As interest rates have been low for a long time, corporate debt as a percentage of GDP in the United States has reached record heights: A lot of this money has gone towards share repurchases, which accelerates EPS growth and high stock valuations.
by Lyn Alden Schwartzer - 1 week ago

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Growth Continues To Slow

There were two data releases this morning, the employment report and the housing starts report.
by Eric Basmajian - 1 week ago

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Employment Data Sources – What Investors Should Know

Employment is the most important measure of economic strength, but sadly the best data is not timely, and the timeliest data paints a fuzzy picture.
by Jeff Miller - 1 week ago

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The Best Forward Returns Might Be Outside of the United States

There are a lot of reasons to be concerned about global growth at this perilous time, but it’s exactly that broad concern that may provide lucrative opportunities in the coming years for those that are willing to think ahead and that are not overly concerned with high volatility and uncertainty for a portion of their portfolio.
by Lyn Alden Schwartzer - 2 weeks ago

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Big Trends, Small Trades: The Smart Grid

"Big Trends, Small Trades" will be a regular part of my contribution to FATrader. The simple math here is to identify industry trends in the emerging sustainable economy and make small trades to build long-term positions.
by Kirk Spano - 2 weeks ago

No More Free-ridership For Fossil Fuels

At this point in history, if the true cost of fossil fuels is considered including externalities it is easy to start showing that alternative energy is actually cheaper.
by Kirk Spano - 2 weeks ago

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Invitae: The 'Amazon of Genetics' and a $22 billion market opportunity

Invitae (NYSE: NVTA) is a leading genetics company which is aiming to bring foster, affordable and high-quality genetic testing to millions of people for various health conditions.
by Bhavneesh Sharma - 2 weeks ago

Don’t Let The Market Turn You Into A Pavlovian Investor

I want to explain to you how the market has been training investors, and potentially “setting them up,” for when we are finally ripe for the major bear market I expect to begin in a few years.
by Avi Gilburt - 2 weeks ago

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Here's The Biggest New Trend In Investing

The three most powerful natural forces in the global economy are aging-demographics, technology and climate change.
by Kirk Spano - 3 weeks ago

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The Investment Significance of Economic Fundamentals

The foundation of a sound long-term stock portfolio begins with analyzing market risk and reward.
by Jeff Miller - 3 weeks ago

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Another Opportunity in Coffee- Waiting For More Upside Percolation

Risk-reward favors a significant recovery in the price of coffee futures sooner rather than later.
by Andy Hecht - 3 weeks ago

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Cerus Corporation: A Leader In Blood Product Pathogen Reduction With A Huge Upcoming Catalyst

Analysis of Cerus Corporation (NASDAQ: CERS), engaged in the field of blood transfusion safety.
by Bhavneesh Sharma - 3 weeks ago

Alphabet (GOOG) SWOT Analysis

Alphabet (GOOG) is an extremely well positioned company for the "smart everything" world that is developing.
by Kirk Spano - 1 month ago

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