Published in DataDrivenInvestor·1 day agoNew Migration Patterns are BrewingHuman migration has been a trend since the dawn of humankind. The most recent human migration wave was when millions of immigrants from Europe moved to the United States in seek of opportunity. Millions of immigrants went through Ellis Island seeking the American dream. Then came the 1965 Immigration Act…Immigration7 min read
Published in DataDrivenInvestor·6 days agoPolitics is Killing the City of LondonThe UK pound has been getting a beating over the US Dollar. As I have written before here developed economy currencies like the Euro and Japanese Yen have been taking a beating compared to the US Dollar. As you can see below over the past year Pound Sterling has been…Economics8 min read
Published in DataDrivenInvestor·Jun 26Don’t Let the Friday Rally Fool YouFor stock investors this Friday was a big relief. The Dow jumped 600 points while the S&P jumped 2.5% giving us a comeback after having one of the worst equities sell-off since 2020. Many even believe that the bear market may be coming to an end. But do not get…Stock Market7 min read
Published in DataDrivenInvestor·Jun 16Can the As-A-Service Economy Thrive During these Uncertain Economic Times?On Monday (6/13/2022) the market was a blood bath. Inflation and economic slowdown fears have stocks and crypto puking. The S&P is officially in bear market territory. Investors are in hyper fear mode. Hedge funds are in extreme fear mode and selling at a faster pace. Hedge fund cash holdings…Technology6 min read
Published in DataDrivenInvestor·May 25Is Now the Time to Buy Japan?Japan’s currency has been on a freefall these few months. Many are concerned about Japan’s debt obligations. Also, many investors are selling off Yen and Euro (a currency I will discuss on this piece) and hoarding into Dollar denominated debt and assets due to the Fed and the US Dollar…Japan5 min read
Published in DataDrivenInvestor·May 22Why is Biden Begging Other Oil Producing Nations to Pump More Oil?Just recently President Biden asked Brazil’s oil giant Petrobas to increase oil production as a response of high energy inflation. Of course, probably due to Brazil’s Bolsonaro government not being happy with the current Biden administration and to maintain current oil prices, gave the White House the hand. The Biden…Energy7 min read
Published in The Capital·May 11Where Is Money Going to Flow?Macro investing legend Paul Tudor Jones recently on CNBC had a chilling assessment for us investors. According to Paul, basically, there is no good place to park your cash right now. But money has to go somewhere. This is where we can see capital being allocated during the next few…Investing6 min read
Published in DataDrivenInvestor·May 3Why this Time the Tech Bubble is DifferentWe are in a stock market carnage. Pandemic darling stocks Zoom, Peloton, Carvana, and many other NASDAQ stocks have tumbled from their highs. FAANG + Microsoft stocks have lost close to $1.4 trillion of value due to the market meltdown in April. We are in a “tech bubble” but this…Stock Market6 min read
Published in DataDrivenInvestor·Apr 23Why the News about Netflix should not Surprise AnyoneNetflix shares tanked 26% Tuesday (4/19) after the closing bell. This downfall erased $40 million worth of market capitalization. The streaming service lost 200,000 subscribers. The company predicted that it would add 2.5 million subscribers in Q1 but instead ended up losing subscribers. Bill Ackman lost $400 million betting on…Technology5 min read
Published in DataDrivenInvestor·Apr 11Uranium Energy Corp is a Must Have StockWe have discussed here on Armchair Banker numerous times that now is the best time to buy Uranium and Uranium mining stocks. For more analysis on the Uranium market please read our articles here, here, and here. Uranium Energy Corp. (UEC) is a junior Uranium miner based in Texas. Amir…Ukraine4 min read