《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)

《向錢汗》 (Sweatin’ Money!) EP41: June 12, 2016

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

*Apologies to our iTunes and Google Play listeners. We couldn’t upload the audio, because we went beyond our capacity. We’re working on the issue as we speak, but for the rest of the month, we’ve maxed out our capacity. In the meantime, if you can go onto our Youtube Page you can access the video.*

In this episode, we dabble in:

  • Line impending IPO: Long or short?
  • Next Financial Disaster: What does your city’s Stress test say?
  • Oil rally?
  • Asia falls over the Brexit looms.
  • China’s Debt: Will it crash its economy?

Sources:
Japan Marks Lowest-Ever Coupon on corporate Bond in Toyota Sale
Lone Wolf Saved by Soros Trounces Peers With $1-Billion Fund
Could This Be the Biggest Tech I.P.O. of the Year?
Warren Buffet Increases Stake in Phillips 66 (PSX, BRK.A)
Wal-Mart Teams with Uber, Lyft to Deliver Groceries (WMT)
Musk Says It’s ‘Obvious’ Model 3 Owners to Pay for Superchargers
Panama Papers Show How Rich United States Clients Hid Millions Abroad
San Francisco Is Bracing for Life After This Tech Bubble
Moody’s Stress Test Finds California Would Fare Porly In Recession
Which U.S. Cities Suffer the Most During a Recession?
U.S. Economic Outlook Brightens on Upbeat Job, Inventory Data
How Far Can Oil Rally? Investors Wager on Surge Above $100

[International Markets]
Stronger Yen Sees Stocks in Japan Open Lower
Time for MSCI to Back China Shares, Local Officials Say
Explosion at Shanghai Pudong International Airport Injures Four

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

-CZR – Short
-MCD – Long
-DIS – Long

McDonald’s: You Can Sneer, but it’s the Glue that Holds Communities Together
‘Massive Bailout’ Needed in China, Banking Analyst Chu Says
5 Ways to Profit From a China Downturn in 2014
How to Short China’s Stock Market with ETFs
Hedge Funds Betting Against China Eye “Soros Moment”
China’s Yuan Trade System to Open Branches in London, New York
ALBERT EDWARDS: ‘CONDITION RED ALERT’ –A Recession is Imminent
Four Risks That Could Push the U.S. Economy Into Recession
No Recession in Sight

Recommendations:
Economic Forecasting Survey

LAST WEEK‘sAAII Investor Sentiment Survey

Companies mentioned:
-Toyota (TOY)
-Twitter (TWTR)
-Facebook (FB)
-Berkshire Hathaway (BRK.A)
-Phillips 66 (PSX)
-Conoco Phillips (COP)
-Wal-Mart (WMT)
-Amazon (AMZN)
-Tesla (TSLA)

《向錢汗》 (Sweatin’ Money!) EP40: June 5, 2016

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

In this episode, we dabble in:

  • Brexit looms.
  • US Job Growth low.
  • Energy concerns.
  • Robots taking jobs.
  • China and retirement population.

Sources:
How Will ‘Brexi’ Vote Go? Monty Python May Offer Clue
The UK’s EU Referendum: All You Need to Know
Seuth Meyers: “A Keener Glance”
Brewing Brexit’s Impact on U.K. Financial Services
How Should You Look At the Jobs Report? Try These Different Angles
‘Sizable’ Stock Market Sell-Off May Lie Ahead, Warns Oil Bear
Exxon, Chevron Shareholders Defeat Anti-Drilling Proposals
Japan’s Abe Exploring Delicate Timing of Tax Hike Decision
Foxconn Axes 60,000 Jobs in one Chinese Factory as Robots Take Over
Age Before Wealth
Untold Story of Saudi Arabian Debt Secret

[International Markets]
Today’s Trade: S&P/ASX200 Gains Ground As Top Miners Soar
NZX 50 Index Sets New Record and Continues Climbing
Nikkei Stumbles to Near 1-Month Low After U.S. Data Disappoints
China Stocks Drop on Growth Worries
台股震盪翻黑 電金急挫
Wharf Leads Hong Kong Landlords Higher as Retail Worries Subside

Playbook Positions:
-PHG – Up, but not fully recovered.
-SQ – Down. Long.
-DNKN – Up. Long.
-DIS – Not enough to cover fees. Long.

-CZR – Short
-MCD – Long
-DIS – Long

3 Reasons Square, Inc. Stock Could Rise
3 Reasons Square, Inc. Stock Could Fall
McDonald’s Sued by Blind Man for Discrimination at the Drive-Thru
McDonald’s ex-CEO: $15/hr Minimum Wage Will Unleash the Robot Revolution
Dunkin Donuts Adresses Customer Complaints With New App

Recommendations:
AAII Investor Sentiment Survey

Companies mentioned:
-Verizon (VZN)
-Hong Kong Shanghai Banking Corporation (HSBC)
-Wendy’s (WEN)

《向錢汗》 (Sweatin’ Money!) EP39: May 22, 2016

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

In this episode, we dabble in:

  • Apple dropping, but buying Tencent’s DiDi.
  • Subaru recalls.
  • Alaska leases for shell.
  • SWIFT hacks.
  • Reports.
  • Minimum wage.

Sources:
S&P Cuts Icahn Enterprises Rating to Junk, Outlook Stable
Warren Buffett Buys Stake in Apple
Warren Buffett Says He’s Lost $2-Billion on IBM
David Einhorn and Warren Buffett Agree That Apple Is A Buy
Exclusive Warren Buffett, Quicken Loans Founder in Yahoo Bid – Sources
Microsoft is Selling Its Cheap Phone Business to Foxconn
Rule to Make More Workers Eligible for Overtime
New Rule Expands Overtime Pay to Millions of Workers
BlackRock’s Fink Says Everyone Should Worry About China Debt
Automation Accelerates in the Fast Food Industry
Pensions May Be Cut to ‘Virtually Nothing’ for 407,000 People
A Third of Cash is Owned by 5 U.S. Companies
NAHB Index Unchaged in May, Pointing to Steoady Housing Growth
existing Home Sales Hit $5.45-Million Units in April, vs Expectations of $5.4-Million
US Consumer Price Index Rose 0.4% in April Vs. 0.3% Increase Expected
Fed Signals Interest Rate Hike Firmly on the Table for June
California Adds 59,600 Jobs in April, Unemployed Ticks Down to 5.3%
Federal Reserve Industrial Production Report Released May 17, 2016
Scandal-Hit VW Agrees to 4.8 Percent Pay Rise for Workers
China Has Conducted a ‘War’ –Not Trade– With Steel, Experts Say
Wendy’s Serves Up Kiosks as Wage Rise Hits Fast Food Group

[International Markets]
Hedge Funds Bet Against Australia’s Big Banks in Record Numbers
NZ Export Log Prices Lift in May
Dollar Falls vs Yen After Japan Logs Larger-than-Expected Trade Surplus
Dividends Are Raising the Popularity of ETFs
China Names Wu Qing as Head of Shanghai Stock Exchange
China to Restrict TRading Halts, Report Says, Boosting MSCI Odds
台股遇「陸障」政府基金備戰
Hong Kong and Shanghai Markets Open Higher on Monday

Playbook Positions:
-PHG – Call (but not optimistic)
-SQ – Long (but not optimistic, in the short-term)
-DNKN – Long
-DIS – Long

-CZR – Short
-MCD – Long
-DIS – Long

Form 4 Square, Inc. For May 06 Filed by: Giampetroni John
The Best Mobile Payment Apps For Sending Money to Friends

Recommendations:
What Investors Can Learn From Insider Trading
When Insiders Buy, Should Investors Join Them?
Keeping An Eye On the Activities of Insiders and Institutions
http://www.insider-monitor.com

Companies mentioned:
-Apple (AAPL)
-Icahn Enterprises LP (IEP)
-International Business Machines (IBM)
-Yahoo (YHOO)
-Yelp (YELP)
-Berkshire Hathaway (BRK.A, BRK.B)
-Microsoft (MSFT)
-Wendy’s (WEN)
-Alphabet/Google (GOOG)
-Cisco (CSCO)
-Oracle (ORCL)
-Pfizer (PFE)
-Volkswagen (VLKAY, VLKPY)
-PayPal (PYPL)
-Caesar’s Palace (CZR)

《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!) 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!) 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!) EP21: Martin Luther King Jr. Day, 2016 –MARKETS CLOSED.

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

In this episode, we dabble in:

  • December Jobs Report.
  • Why are Indices falling?
  • Oil’s falling affects
  • China’s Economic Situation
  • Taiwan’s elections
  • Walmart closes stores.

Sources:
Why Is the Dow Jones Industrial Average Falling Today?
The Losers of Low Oil Prices
Is Time Really on China’s Side? What the Economic Slowdown Means for Future Chinese Power
Taiwan’s New Leader Faces a Weak Economy and China’s Might
India Fails to Secure Vice Presidency of China-backed AIIB
Wal-Mart to Shutter 269 Stores; No Arizona Stores Included

U.S. Stocks Post Worst 10-day Start to a Year in History.

Wall Street Steadies as Oil Plunges, China Woes Deepen

Portfolio Review:
Nightly Business Report January 15, 2016

Investing Strategies:
Betting on the Market: A Pro Answers Investment Questions

Recommendations:
http://fic.wharton.upenn.edu/fic/papers/13/13-32.pdf
Punk Economics: Playing with Liquidity

Companies mentioned:
-Wal-Mart (WMT)

《向錢汗》(Sweatin’ Money) EP14: SQ, V, MA, AAPL, TWTR, PFE, AGN, WMT, MCD

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

In this episode, we dabble in:

  • Square IPO and the CEO.
  • Airport strikes.
  • Oil prices.
  • Pfizer and Allergan merger.

Sources:
Consumer Prices Rose, Government Says
Square Prices Shares at $9 in Long-Awaited IPO
《向錢汗》Sweatin’ Money Episode 4 (Expanding on Square’s services)
Investors ‘Swipe-Right’ in Tinder-Owner Match’s Debut
CalPERS Vote to Lower Investment Return Target Draws Governor’s Ire
Airport Workers Going on Strike
Oil Ends Steady; Saudi Pledge, Glut Worry Causes Wild Ride
Thanksgiving Gas Prices Will Be Cheapest Since 2008
UnitedHealth Warns It May Exit ObamaCare Plans
What You Need To Know About the Merger of Pfizer Allergan

Dow Jones Industrial Average Gains Lead By Enthusiasm for Apple Inc. Shares; US Markets Shrug At Paris Counterterror Raid

Strong Sells at Wal-Mart, Home Depot, and TJX
McDonalds is Killing the Dollar Menu -Here’s What They’re Doing Instead

Investing Strategies:
Return on Investment vs Internal Rate of Return

Recommendations:
Stock Picking Won’t Make You a Billionaire

Companies mentioned:
Square Inc (SQ)
Visa (V)
MasterCard (MA)
Apple (AAPL)
Twitter (TWTR)
Pfizer Inc(PFE)
Allergan (AGN)
Wal-Mart(WMT)
McDonald’s (MCD)