Colas: "Market Narratives Are Shifting"

Authored by Nicholas Colas via, “What gets measured gets managed.” That statement is a large part of how I look at individual companies, especially as it relates to met.....»»

Category: blogSource: zerohedgeFeb 14th, 2018

The Changing Narratives Of A Market Dump

The Changing Narratives Of A Market Dump.....»»

Category: topSource: seekingalphaFeb 11th, 2018

One of the biggest narratives behind why the stock market just went haywire is wrong

YouTube This week's sell-off has been linked with and blamed on interest rates, with investors said to have become concerned about higher US inflation. Strategists at Pavilion Global Markets and elsewhere say this dominant.....»»

Category: topSource: businessinsiderFeb 10th, 2018

Amazon reportedly shifts exec to focus on expanding Prime program with Whole Foods Inc. is reportedly changing up its top ranks to put a long-time executive in charge of integrating more of its tech features into Whole Foods Market Inc. Greg Greeley, vice president of Amazon Prime and delivery experience, is shifting .....»»

Category: topSource: bizjournalsFeb 9th, 2018

The Tell: Why volatility is hitting ‘low vol’ strategies

When low volatility strategies behave worse than the market during selloffs there might be an important lesson to learn, according to Nicholas Colas, co-founder at DataTrek, market research firm.....»»

Category: topSource: marketwatchFeb 8th, 2018

Environmentalists Shift To Lawsuits To Stop Fracking

Over the last decade, fracking has dramatically shifted the world energy market, slashing oil prices and shifting the U.S. from the position of an oil importer to that of major oil producer. For many enviro.....»»

Category: blogSource: valuewalkFeb 6th, 2018

How Amazon and the shifting retail landscape tempered New Seasons" ambitions

The grocer's outgoing CEO Wendy Collie and its new two-person leadership team say the dramatically changing retail market is driving the grocer's plans to pull back......»»

Category: topSource: bizjournalsFeb 6th, 2018

Market Drop Mystery Solved, And How To Trade The Next Few Days

Submitted by Nicholas Colas of DataTrek Research Get ready to hear a lot about .....»»

Category: blogSource: zerohedgeFeb 6th, 2018

That Was Just The Start: Risk Parity, CTAs Are In Process Of Selling $200 Billion

Now that inverse VIX ETFs have effectively blown up, suffering "termination events" like XIV earlier today, one of the forming bullish market narratives is that there will be no increme.....»»

Category: blogSource: zerohedgeFeb 6th, 2018

Apple shifting money out of the bond market following Trump tax cuts

Apple is pulling back on its investments in the corporate bond market, as it prepares to repatriate billions of dollars in overseas cash under the Trump tax cuts, Bloomberg reports, citing unnamed sources. And the company is not alone. The sweeping.....»»

Category: topSource: bizjournalsFeb 6th, 2018

Real estate transaction cost needs to be brought down: Abhishek Lodha

The managing director of Mumbai-based Lodha Developers says it is a misnomer that real estate market is depressed; only the buyers are now shifting more towards quality homes.....»»

Category: topSource: business-standardJan 25th, 2018

DataTrek: The 5 Scenarios That Could Crash The Market, And How To Hedge Them

Submitted by Nicholas Colas of DataTrek Today, Nick Colas and his team at DataTrek Research play the contrarian and offer up 5 scenarios that could dent the stock market’s recent run along with a few cheap hedges .....»»

Category: blogSource: zerohedgeJan 24th, 2018

Shifting Narratives

Shifting Narratives.....»»

Category: topSource: seekingalphaJan 10th, 2018

How to Help Your Business Survive in a Rapidly Changing World

Those who approach their projects with a rigid system often buckle under the shifting currents of the market......»»

Category: topSource: incJan 9th, 2018

Five Oil Market Myths That Need Dispelling

Authored by Paul Hickin via Platts "The Barrel" blog, The oil market has come to be defined by several narratives over the past couple of years: market rebalancing, OPEC versus shale, Russia’s de.....»»

Category: blogSource: zerohedgeJan 9th, 2018

A Shifting U.S. Labor Market

Pew Research Center notes five important changes since the Great Recession began in 2008......»»

Category: topSource: barronsDec 10th, 2017

Fake Market Narratives Are Masking The Roots Of The Next Crisis

During the second half of an interview with .....»»

Category: blogSource: zerohedgeNov 26th, 2017

Soybean Market - Just My Opinion

Soybean remain caught between shifting products.....»»

Category: optionsSource: insidefuturesNov 21st, 2017

Discounts on small cars are soaring as the market stampedes toward SUVs

Thomson Reuters The market is shifting to SUVs. Automakers are offering massive discounts on some sm.....»»

Category: topSource: businessinsiderNov 18th, 2017

Traders are way too optimistic about US shale

Enefit A few factors could poke holes in the floor for oil prices, and market participants should be careful not to get too optimistic. This shifting outlook is a symptom of the explosive growth from US shale, while could spur a supply glut. The oi.....»»

Category: topSource: businessinsiderNov 15th, 2017

Indian labour market shifting towards gig economy, says Indeed report

In addition, 2.8 per cent of all job postings on the site from India are for part-time or contractual roles.....»»

Category: topSource: business-standardNov 10th, 2017