Amazon AMZN
by Paul Nojin | September 29, 2019
Based on $1725.45 the forecast PE ratio for 2019 is 72.8. I won’t pretend to know whether that is expensive or not but I do know that the trend has soured…
THE OUTLOOK FOR OIL
by Paul Nojin | Apr 15, 2017
The oil price is influenced in a major way by the hedging activities of producers. Here is some excellent research on the subject, and what it means for the oil price.
THE BEST PEOPLE OF ALL
by Paul Nojin | Mar 5, 2017
If you love dogs like I do, here is an article that will warm your heart, even on the coldest of days.
THE ELEPHANT IN THE ROOM
by Paul Nojin | Feb 7, 2017
The US Federal Reserve holds $1.75 trillion in mortgage backed securities on it’s balance sheet, a hangover from Quantitative Easing. What happens to mortgage rates when the Fed starts to unwind these positions?
HEDGE FUND TITANS
by Paul Nojin | Feb 1, 2017
Ray Dalio trumped the competiton in 2016 making $4.9 billion for Bridgewater clients. Nevertheless, the returns generated by hedge funds in general were again lass than impressive in 2016, with the weighted return for the industry just 2.6%.
TOP 10 TECH TRENDS
by Paul Nojin | Feb 1, 2017
Peter Diamandis reveals the Top 10 Tech Trends transforming humanity. This is critical information for long term investment strategists.
GOT A LAZY $250 MILLION?
by Paul Nojin | Jan 30, 2017
The most expensive house in the US has just hit the market at a cool $250 million. The odds are high that the buyer will be a trader of some kind. It really is only the masters of the market that can afford houses of this kind.
BOND MARKET BEARS
by Paul Nojin | Jan 23, 2017
The short bond market trade is a crowded trade, with hedge funds en masse holding large short positions. The short trade certainly makes sense, but will the bonds stage a bear market rally and trigger a truck load of exit stops?
BENTLEY’S FASTEST CAR EVER
by Paul Nojin | Jan 6, 2017
Bentley has once again raised the bar with the new 700 HP Continental Supersports. This ultra luxury, beautifully styled super car goes from 0 to 60 mph in just 3.4 seconds.