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 Recap with Jiazi
Aug14

Market Recap with Jiazi

Economic Update Growth: The 2016 forecast for global growth remains in the 2.0%-2.5% range. The U.S. is expected to experience above-trend economic growth in the 1.75%-2.25% range[1]. U.S. employment: Nonfarm payroll rose 255,000 in July 2016. Significant job gains occurred in professional and business services, healthcare, financial activities, leisure and hospitality, and government sectors. June and May data were revised...

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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...

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Uncertainties Present Opportunities for Long-Term Investors
Jul31

Uncertainties Present Opportunities for Long-Term Investors

Macro Update On U.S: The solid employment growth continues to support consumer spending. Inflation pressures are rising as well. On the other hand, the weakness in commodities has led U.S. energy and mining firms to cut back investment in plant and equipment spending. On Europe: Although the Brexit has complicated the outlook on Europe, its growth is benefiting from monetary stimulus and low commodity prices. Additionally,...

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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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Market Weekly Recap
Jul17

Market Weekly Recap

Economic Update On Growth: Largely driven by less weakness in net exports and nonresidential fixed income, growth is expanding. Sub-trend growth and inflation are what markets will be pricing in over the next three to six months.   On Jobs: Total confirm payroll employment increased by 287,000 in June[1], after changing little in May (+11,000), massively topping analyst expectations, and the participation rate rose to...

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