《向錢汗》 (Sweatin’ Money!) EP46: July 17, 2016

Welcome to 向錢汗 (Sweatin’ Money)‘s latest episode:

In this episode, we dabble in:

  • Line IPO
  • Social Security
  • China’s Q2 reports are in. + South Sea Ruling.
  • Bonds! Duh! Duh!

Sources:
Japanese Messaging App Line Raises Over $1 Billion in IPO
Yahoo Set to Get Final Bids, Report Earnings
It’s Not That Social Security Will Run Out of Cash – It’s Whether Taxes Will Rise to Fund it.
Social Security’s Imapact on the National Economy
Honda Develops Hybrid Motor Without Heavy Rare Earth Metals, Reducing Reliance on China
China Growth Steadies on Consumer, Dimming Stimulus Expectations
WATCH: Chinese Patriot Attacks Man for Wearing Nike Shoes After South China Sea Ruling

The Bull Market ou Have’t Seen
Got Convetible Bonds? Prepare or New Taxes

Time Short for Goldman, Morgan Stanley to Exit Billions in Funds
Dodd-Frank Wall Street Reform Act

[International Markets]
Skipping for the week.

Playbook Positions:
-PHG – Down.
-SQ – Down. Long.
-DNKN – Barely Up. Long.
-DIS – Down. Long.

-BAC – Long. Down.
-CZR – Short. Winning.
-MCD – Down. Long.

Recommendations:
[None for the week]

Companies mentioned:
-Line Corp(LN)
-Yahoo (YHOO)
-Honda (HMC)
-Goldman Sachs (GS)
-Morgan Stanley (MS)

《向錢汗》 (Sweatin’ Money!) EP45: Speedy Recovery From BrExit, Economic Outlook Still Choppy

Welcome to 向錢汗 (Sweatin’ Money)‘s latest episode:

In this episode, we dabble in:

  • Drifting Economies
  • Facebook Tax Evasion.
  • Gallup Reports.
  • May+June Jobs Reports.

Sources:
Nowhere Fast: Drifting World Economy Skirts Worst But Still Lags
G20 Nations Agree to Improve International Trade Governance to Halt Global Slowdown
IRS Probes Facebook Over Ireland Asset Transfer
US Economy Adds a Whopping 287,000 Jobs
U.S. Job Creation Index (Weekly)
Gallup Daily: U.S. Economic Confidence Index
Gallup Daily: U.S. Consumer Spending
The Weak Jobs Report in May Raised Serious Red Flags For the Fed
Private-Sector Employment Picks Up in June: ADP

[International Markets]
ASX 200 Index Forecast to Hit 5,500 by Year’s End
NZX Celebrates Milestone In New NZ Milk Price Futures
Nikkei Soars, Leading Asian Market Rally
Japanese Messaging App Line Raises Over $1 Billion in IPO
As Yuan Weakens, Chinese Stock Investors Seek Safety in Hong Kong

Playbook Positions:
-PHG – Down.
-SQ – Down. Long.
-DNKN – Up. Long.
-DIS – Up. Long.
-MCD – Down. Long.

-BAC – Long. Up.
-CZR – Short. Winning.

Recommendations:
Is It Enough to Save 15% of Your Income For Retirement?

Companies mentioned:
-Facebook (FB)
-Nintendo (NTDOY)

《向錢汗》 (Sweatin’ Money!) EP44: Recovering From BrExit! Except Puerto

Welcome to 向錢汗 (Sweatin’ Money)‘s latest episode:

In this episode, we dabble in:

  • PMIs and Manufacturing Indexes.
  • JP Morgan needs to work on stress tests.
  • Regional Fed Statements.
  • Puerto Rico: Debt default.

Sources:
Markit Services Flash PMI Holds Steady at 51.3
Chicago PMI Surges in June
Texas Manufacturing Outlook Survey
Fifth District Survey of Manufacturing Activity
Markets Reversed on June 28: Is the Rebound Sustainable?
Consumer Confidence Pops to its Highest Since October
Muted Gains Seen in Personal Income & Spending During May
Morgan Stanley Must Resubmit Capital Plan in Fed Stress Test
Pending Home Sales Index Slips in May
US Weekly Jboless Claims Total 268,000 vs 267,000 Estimate

Tougher Fuel Rules to Hurt NatGas Vehicle Use, EIA Report Says
Fed Hawk Bullard Calls for Lower Growth –But at least No Recession
James Bullard: Fed ‘Certainly Could Do More’ in a Shock


Credit and Liquidity Programs and the Balance Sheet
US Aut Sales on Track for Best June Since 2005
June US Auto Sales Mixed. Another Record Year Still in Sight
U.S. Factory Data, Auto Sales Improve, Construction Spending Slips
Fed’s Mester Doesn’t Want to Wait Too Long for Next Interest Rate Hike
Puerto Rico Defaults on Constitutionally Guaranteed Debt

[International Markets]
Analysts Predict Australian Sharemarket Fall After Poll Deadlock
Tokyo Stocks OPen Lower Despite Global Gains

Playbook Positions:
-PHG – Down, but coming back up.
-SQ – Down. Long.
-DNKN – Up. Long.
-DIS – Down. Long.
-MCD – Down. Long.

-BAC – Long. Up.
-CZR – Short. Winning.

Recommendations:
The Origins of the Puerto Rican Debt Crisis

Companies mentioned:
-Morgan Stanley (MS)
-Nissan (NSANY)
-Ford (F)
-General Motors (GM)
-Fiat Chrysler Automobiles (FCAU)
-Honda Motors (HMC)
-Toyota (TOY)