What Is The Federal Funds Rate And Why Does It Matter?
Aug21

What Is The Federal Funds Rate And Why Does It Matter?

For the last year, the #1 talking point among economists has been the federal funds rate. So what is the federal funds rate? In the United States, the federal funds rate is the interest rate at which depository institutions (banks and credit unions) lend reserve balances to other depository institutions overnight, on an uncollateralized basis. Reserve balances are amounts held at the Federal Reserve to maintain depository...

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Market Outlook for the Second Half of 2016
Aug07

Market Outlook for the Second Half of 2016

If you had a bullish portfolio this spring, you’re feeling pretty good right about now. The market (S&P500) is up almost 20% since the lows of February. Tesla ($TSLA) is up 60% up, Amazon ($AMZN) is up 56%,  Nvidia ($NVDA) is up 128% S&P500 Year-to-Date This leads to the question, what has changed since then? The first point was the fears of a US recession has been denied by a sprawling jobs market and increased consumer...

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Netflix $NFLX search trend Q2 2016
Jul18

Netflix $NFLX search trend Q2 2016

Netflix is reporting after the close today and here are som interesting search statistic pulled from Google. There is a clear growth trend but is it enough to offset the negatives with higher content spending and higher competition in the US from HBO and Amazon? Here is an over all graph of the worldwide search for the last two years: There is an annual growth over 10% in Google’s search score. This can actually mean an higher...

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Q1 2016 Netflix NFLX Earnings Analysis
Apr14

Q1 2016 Netflix NFLX Earnings Analysis

Netflix $NFLX is set to report their Q1 2016 earnings on Monday 4/18 The market expects Netflix to report EPS of $0.03 and revenue of $1.96B compared to EPS of $0.38 and revenue of $1.40B during Q1 last year. Netflix own guidance is set to EPS of $0.03 and revenue of $1.813B. However, if we look at the numbers from previous quarters it looks like an EPS of $0.03 is definitely at the low end. Netflix Quarterly Earnings...

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Will Netflix Beat Earnings Or Will Japan Pull Them Down?
Oct13

Will Netflix Beat Earnings Or Will Japan Pull Them Down?

I’m going to do a quick analysis of Netflix and here is a tip on how you can analyze your own company: Google: “Company name” investor relations, and you will see the company’s investor relations site. This is a gold mine for a dedicated fundamental investor. Look for their previous quarterly earnings and see if they have a deck (it’s the easiest to find important data) othervise look for their press...

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Can The Success Story of Netflix (NFLX) Continue?
Jul13

Can The Success Story of Netflix (NFLX) Continue?

Netflix report their earnings on Wednesday after market closes. Last week, I started looking into Netflix again as there are still a lot of growth potential left there. In total, Netflix forecasts 2.5 million new subscribers this quarter, including 600,000 in the U.S. and 1.9 million overseas. – Bloomberg Personally, I have tried both HBO Now ($15/m) and Showtime ($11/month) and I like their service but not enough to switch from...

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