《向錢汗》 (Sweatin’ Money!) EP36: May 1, 2016

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

In this episode, we dabble in:

  • Rate hikes?
  • Chipotle falls…
  • So did Chevron and Exxon…
  • …And Tesla…
  • …And Apple, and probably others…
  • Under Armour has some copycats.

Sources:
Fed Holds Rates: Three Key Takeaways From FOMC Meeting For Global Markets
Chipotle Just Reported Their First Ever Quarterly Loss and Now They’re Considering Adding This Menu Item

Refining’s Silver Lining Loses Luster At Exxon and Chevron
Tesla Motors Inc., Hasn’t Exactly Been on Firm Footing in a While, But Today the Rug Got Pulled Out From Underneath It.
Following the Delivery Miss, Baird Reduces its Q1 Margin Estimate on Model But Expects Tesla to Hit the Full-Year Guidance
Mercedes Is Brewing Some Poison for Tesla Motors Powerwall in Germany
Apple Reports First Year-Over-Year Revenue Decline Since 2003: $10.5B Profit on $50.6B in Revenue
Citing Concerns in China, activist Investor Carl Icahn No Longer Owns Shares of Apple
The No-Good Week in Tech’s (Hopeful) Trip to a Bright Future
How Creating New Facebook Stock Will Keep Mark Zuckerberg in Control
A Chinese Sportswear Brand Called Uncle Martian Just Launched, and it Appears to be Openly Ripping Off Under Armour

Bank of Japan Stuns Market by Holding Off on More Stimulus
S. Korea Won Pares Losses From U.S. Exchange Rate Report, Stocks Down
Hong Kong Stocks Post Biggest Loss After Weak Earnings

Recommendations:
Berkshire Hathaway’s Investor’s Meeting (streamed for the first time!!!)Although, archived by the time we talk about it)

Playbook Positions:
-PHG – Call
-BAC – Put
-CZR – Put

Companies mentioned:
-Chipotle (CMG)
-Exxon (XOM)
-Chevron (CVX)
-Tesla Motors (TSLA)
-Daimler (DDAIF)
-Apple Inc. (AAPL)
-Facebook (FB)

《向錢汗》 (Sweatin’ Money!) EP35: APRIL 32, 2016

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

In this episode, we dabble in:

  • Housing prices, but lack in sales.
  • Google’s EU anti-trust charges, and missing its Q1 earnings for 2016.
  • Emissions issues, and the costs of lying.
  • Yen falling, and negative loan rates.

Sources:
Still Tough to Buy a Home: LA Prices Up, Sales Down
EU Hits Google With Second Antitrust Charge
Google’s Parent Company Alphabet inc., Misses Q1 Earnings Estimates Total Revenue for the quarter up 17%
Mitsubishi Motors Admits Manipulating Fuel Economy Data, Shares Tumble
Volkswagen to Take $18.2-Billion Hit on Emissions Scandal
Lawyer Takes Aim at Volkswagen in Europe Over Emissions Scandal
Valkswagen Owners Will Get a Choice: A Buyback or Repairs
Bob Lutz: Volkswagen Trying to Bribe Customers
Volkswagen Posts Loss on Charg; Germany Recalls Other Cars
VW upbeat on China, Plans More Investments With JVs
Yen Falls Most in 17 Months as BOJ Considers More Negative Rates
Fed Seen Holding Rates This Week With Hike Still on Horizon
Costco Could Hike Its Membership Fee

Oil Falls on Failed OUtput FReeze; Dow Above 18,000

Recommendations:
-None

Playbook Positions:
-PHG
-BAC???
-CZR

Companies mentioned:
-Alphabet (GOOGL)
-Google (GOOG)
-Mitsubishi Motors(MMTOF)
-Volkswagen (VLKAY, VLKPY)
-Tesla Motors (TSLA)
-Costco (COST)

《向錢汗》 (Sweatin’ Money!) EP34: APRIL 17, 2016, & BAC, BZ, WF, STT, AMJ, VZ

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

In this episode, we dabble in:

  • For the articles and resources used in this presentation, you can check out more details on http://mny.congkeringpath.com/?p=43

    This episode we dabble in: 

  • The Panama Papers.
  • CPI, PPI, and PMI.
  • Reserve currency.

Sources:
Spain’s Industry Minister Steps Down Over Panama Paper Revelations
Jim Rogers: There’s a 100% Probability of a U.S. Recession Within a Year
Nike’s Success in China Defies Slowdown (NKE)
Oil Can Top $50 a Barrel With Free Deal, Bank of America Says
Oil Freezes: Everything You Need Know About the Doha Summit
One Market Where Oil Doesn’t Really Matter Much
Saudi Arabia Warns of Economic Fallout if Congress Passes 9/11 Bill
U.S. Regulators Fail ‘Living Wills’ at Five of Eight Big Banks
Bernie Sanders Shows Support as 40,000 Verizon Workers Go on Strike
Feeling The Bern of Reality — The Facts About Verizon and The ‘Moral Economy’
Donald Trump’s Tough But Plausible Path to Winning the White House
Trump Blasts ‘Rigged’ Rules on Picking Republican Delegates
This Map Shows Every Country’s Major Export

Crude Tumbles as Doha Talks Fail; Asian Stocks Slide With Aussie.
Nikkei 225 Index Hit by Profit Taking
Japan Earthquake: Tens of Thousands Flee in Fear of Aftershocks and Volcanoes
Asian Stocks Drop as Japan’s Topix Tumbles With Commodity Shares
Chinese Brokerages Bounce Back as Market Rally Dispels Gloom on Economic Front

Recommendations:
-None

Playbook Positions:
-PHG

Companies mentioned:
-Bank of America (BAC)
-Bank of New York Mellon Corp (BZ)
-Wells Fargo (WF)
-State Street Corp (STT)
-JP Morgan Chase (AMJ)
-Verizon (VZ)

《向錢汗》 (Sweatin’ Money!) EP33: APRIL 10, 2016

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

In this episode, we dabble in:

  • The Panama Papers.
  • CPI, PPI, and PMI.
  • Reserve currency.

Sources:
「巴拿馬文件」披露多名中國權貴海外股權資料 習近平接府有份
China’s Elite –Including Xi JinPing- Are Linked to Offshore Deals That Hid Millions of Dollars
Panama Papers: Family of China’s President Xi Impliciated
International Consortium of Investigative Journalists: The Panama Papers
The Panama Papers: Where are the Americans?
U.S. Job Market Firming Despite Anemic Economic Growth
Fed’s U.S. Labor Market Conditions Index Shows Weakness: Chart
Budget-Friendly Whole Foods 365 Readies For First Opening
China Foreign Exchange Reserves Rise for First Time in Five Months
France Drags Down Eurozone Services PMI Markit Eurozone PMI and GDP
US Markit PMI Services Hit by Weak Orders
Gallup Job Creation Index Shows First Gain in 10 Months
US Weekly Jobless Claims Total 267,000 vs 270,000 estimate
U.S. Consumer Comfort Slips to Weakest in More Than Three months
Is U.S. Consumer Spending Weakening?
Stocks Give Back Wednesday’s Gains Plus

S&P/ASX200 Set to Open Higher: 5 Shares to Watch Today
Pre-Market: Nifty50 Likely to Open on Negative Note Tracking Mixed Asian Cues
Asia Lower; Nikkei Down 1.3%, Kospi Flat and ASX off 0.3%
China’s Inflation Remains Benign
China: Shanghai Rallies at Open After Inflation Data
Continued Support Predicted For Hong Kong Shares

Recommendations:
-None

Playbook Positions:
-PHG

Companies mentioned:
-Whole Foods (WF)

《向錢汗》 (Sweatin’ Money!) EP32: APRIL 3, 2016

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

In this episode, we dabble in:

  • Federal Rate Hikes, or Not.
  • Manufacturing Numbers: US & China.
  • Leaked documents: Account Numbers, and IMF wikileaks.

Sources:
China Official Factory Activity Unexpectedly Expands But Job Losses Mount
Texas Manufacturing Outlook Survey
Surprise: A Single Indicator Explains the Federal Reserve’s Reaction Function
Auto Makers Post Mixed U.S. Sales in March
Leaked Files Detail Offshore Accounts Tied to World Leaders
IMF Chief Denies Threat to Pull Out of Greek Bailout

Best March Since 2009 Puts S&P500 Back in Black
Opinion; The S&P500, Despite Recent Gains Still Isn’t Overbought

Nikkei 225 Off 3.55% On Negative Tankan Survey, Strong Yen
FxWirePro: Nikkei225 Recovers After Making a Low of 16013, Good to Sell On Rallies
Investors Exchange Less in Q1 Amid Uncertainties
Can the SSE Composite Index’s Manufacturing PMI Keep Expanding?

Recommendations:
A Guide To Drawing Down Your Savings In Retirement

Playbook Positions:
-GLD
-PHG

Companies mentioned:
-Yahoo (YHOO)
-Verizon (VZ)
-Microsoft (MSFT)

《向錢汗》 (Sweatin’ Money!) EP31: Easter 2016

Welcome to 向錢汗 (Sweatin’ Money)‘s thirty-second episode:

In this episode, we dabble in:

  • US Household data.
  • Oil Slump
  • Microsoft over Yahoo
  • Money Theory

Sources:
Household Spending and Home Building Fuel Modest US Growth
S&P 500 Futures Fall in Wake of Brussels Attacks
S&P 500 Erases 2016 Gains as Oil Slump Weighs
Microsoft Meets with Private Equity Over Yahoo Deal

Recommendations:
9 Weeks to Better Options Trading: 5 Rookie Mistakes to Avoid Like the Plague

Playbook Positions:
-GLD
-PHG

Companies mentioned:
-Yahoo (YHOO)
-Verizon (VZ)
-Microsoft (MSFT)

《向錢汗》 (Sweatin’ Money!) EP30:

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

In this episode, we dabble in:

  • Janet Yellen announces rate hike CUTS.
  • Unemployment and Inflation
  • China: OpEx-CapEx?
  • Money Theory

Sources:
Five Things We Learned From Janet Yellen About Fed Rate Hikes and the U.S. Economy
Fed Scales Back Rate-Rise Forecasts as Global Risks Remain
Khan Academy: Pillips’ Curve
China In Transition: From A CapEx To An Economy
There’s Only One Buyer Keeping S&P 500’s Bull Market Alive
Ignored For Years: A Radical Economic Theory is Gaining Converts
AMD Stock: Could This Be a Game-Changer for Advanced Micro Devices?
AMD and the Associated Press Team Up for Experimental 360° Video & VR News Chanel
Nike Just Created A Sneaker That Laces On Its Own

Recommendations:
How to Develop a Trading Brain

Playbook Positions:
-YELP
-GLD
-PHG

Companies mentioned:
-Goldman Sachs (GS)
-Advanced Micro Devices (AMD)
-Intel (INTC)
-ARM Holdings (ARMH)
-nVidia (NVDA)
-Nike (NKE)
-3M (MMM)

《向錢汗》 (Sweatin’ Money!) EP29:

Welcome to 向錢汗 (Sweatin’ Money)‘s twenty-ninth episode:

In this episode, we dabble in:

  • ETF history.
  • Moody’s Ratings.
  • European Central Bank’s Ups and Downs
  • China’s Stocks for Debts, and dangers or opportunities?

Sources:
The ETF Files
CalPERS Settles With Moody’s For $130-million in Ratings Case
Hong Kong’s Tsang Defends Economy After Moody’s Outlook Cut
【降級危機】財爺:穆迪「中國風險」實質係「中國機會」!
How Chinese Milk Smugglers Are Fueling Hong Kong Protests
The morning after: The trash-ridden aftermath of the iPhone 6 release in Hong Kong
HK Vs Cn: Mainlander Behavior

Euro Gains, US Stocks Flat; ECB Signals End to Rate Cuts
For China Banks, Swapping Stock for Debt iIs a Stopgap With Pitfalls
Gallup: U.S. Consumer Spending Up Slightly in February
NFIB Small-Business Owners’ Confidence Wanes
US Weekly Jobless Claims Total 259,000 vs 275,000 Estimate
Consumer Comfort in U.S. Falls to Lowest Level of the Year
China Industrial Production Slows Down
China Industrial OUtput, Retail Sales Slow as Property Gains

Playbook Positions:
-YELP
-MRK
-GLD
-PHG

Companies mentioned:

《向錢汗》 (Sweatin’ Money!) EP28: WFM, COST, HMC, GLD, PHG

Welcome to 向錢汗 (Sweatin’ Money)‘s twenty-eighth episode:

In this episode, we dabble in:

  • Continual debates over the alleged “recession”.
  • Recalls.
  • Oil: Up or down?
  • Vietnam: The next 20 years.

Sources:
U.S. Data Flow Suggests Economy Regaining Steam
How Much More Can the Labor Force Grow?
Wages: The Shadow Hanging Over the Jobs Market
Average US Rate on 30-Year Mortgage Ticks Up to 3.64 Percent

Dow Jones Industrial Average Tops 17,000 For First Time Since January After Surprise Jump In US Employment
S. Korean Shares Open Higher on Tech, Mobile Carriers
China’s Stocks Extend Weekly Gain as Technology Shares Advance
China Stocks Post Best Weekly Performance This Year in Run Up to NPC Congress

Playbook Positions:
-EWJ
-YELP
-MRK
-GLD
-PHG

Companies mentioned:
-Whole Foods (WFM)
-Costco (COST)
-Honda (HMC)

向錢汗 (Sweatin’ Money!) EP26: Back to Sundays! And SBUX, WMT, GIS, K, PEP

Welcome to 向錢汗 (Sweatin’ Money)‘s twenty-seventh episode:

In this episode, we dabble in:

  • Continual debates over the alleged “recession”.
  • Recalls.
  • Oil: Up or down?
  • Vietnam: The next 20 years.

Sources:
The World’s Debt Is Alarmingly High. But Is It Contagious?
Citi: Here Comes a Global Recession
Customers Who Just Want a Cup of Coffee are Furious About Starbucks’ New Rewards Program
AirBnB Faces Major Threat in Japan, Its Fastest-Growing Market
Plastic in Snickers bar Prompts Mars Recall in 55 Countries
Wal-Mart Sued Over Parmesan Cheese With Wood Pulp Filler
Exclusive – Govt Refiners Join Forces in Bid for Better OPEC Oil Deals
Hedge Fund Manager Puts Profile on Social Media, Lures $20-Million
The Baffling Reason Many Millennials Don’t Eat Cereal.
Another Oil Crash Is Coming, and There May Be No Recovery
Vietnam Picks New Leaders: What if Dung Goes?
New Report Lays Out Path for Vietnam to Reach Upper-Middle-Income Status in 20 Years

Companies mentioned:
-Starbucks (SBUX)
-Walmart (WMT)
-General Mills (GIS)
-Kellogg (K)
-Pepsi (PEP)