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Market News

Location American Market News for 12 August 2019
Gold Is Hot But Nickel Is Hotter As Demand Grows For Batteries In Electric Vehicles Nickel demand is rising faster than supply as a new market, long-life rechargeable batteries for electric cars, starts to accelerate
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Brace Oneself As Market Intervention By The Swiss National Bank Is Coming As the Swiss France soars on the foreign exchange market and the economy is sliding toward a recession the SNB must head off significant risks.
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Market Remains On Edge As Tensions Between U.S., China Continue This morning, investors appear to be focusing on the continued tension between the U.S. and China on the trade front while protests in Hong Kong add to the worry.
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The Volcker Rule Should Be Strengthened For Big Banks And Made Transparent Consumer advocates fear that an OFR working paper 'The Effects of the Volcker Rule on Corporate Bond Trading: Evidence from the Underwriting Exemption' will be used by Volcker Rule opponents to weaken this important post...
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Charts To Watch As Geopolitical Storms Are Converging We open the week with a storm of rising geopolitical issues.
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China Is Sanctioning U.S. Soy Farmers In Hopes To Topple Trump Soy farmers will have to find new markets, including the meatless food trend. China isn't coming back under Trump.
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Is Home Care Segment Revenue Driving P&G's Total Revenue Growth? Procter & Gamble's (NYSE: PG) revenue comes from mainly five segments: Beauty, Grooming, Baby Care & Family Care, Fabric Care & Home Care, and Health Care. Here, Trefis analysis shows how important the Home Care segment ...
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Macri's Kiss Of Death: Argentina's Peso And The IMF Yesterday, the ticket of Alberto Fernandez and Christina Kirchner crushed the hapless President of the Argentine Republic Mauricio Macri in a primary election. After the peso rout, Macri went hat in hand to the IMF. This...
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Cloudera Not Quite a Bargain for Icahn

Wall Street Journal - 12 Aug 2019 22:27
Carl Icahn got what he wanted rather quickly at Cloudera. But the wily financier still has a lot of work ahead to mine silver from this cloud.
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Warren Buffett Vs. Henry David Thoreau

Forbes - 12 Aug 2019 22:00
Warren Buffett Vs. Henry David Thoreau Lunch with Warren can set you back a couple of million. Ask him about Kraft Heinz, carried at $14 billion. After all, they did command much shelf space. My role models are made of different stuff.
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Interview: Oakmark's Bill Nygren And Win Murray Discuss Value Investing Exclusive GuruFocus talk with investment gurus about holdings, banks, emotions, the auto industry, Netflix, Alphabet, value traps and much more
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Is Bitcoin Entering The Slope Of Enlightenment? Looking at clues from consumer insights data, and the recent price action in Bitcoin, it's clear that the public's interest in cryptocurrency is getting some wind back in its sails. But where do we currently stand in the...
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Walt Disney Stock Up 40% In 3 Years; Can The Momentum Continue? Walt Disney (NYSE: DIS) stock price has jumped over 40% from $96 in August 2016 to $135 in August 2019. The increase in Walt Disney stock price was primarily driven by an increase in revenue and margins, along with a sha...
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Trade War Worries Will Keep Brent ~$60 Unless OPEC Makes Draconian Oil Output Cuts Oil market will see a continued, sustained lower price environment unless the cartel ups its cuts by a further, and somewhat unlikely, 1 million bpd.
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Corn, Wheat Prices Fall on USDA Report

Wall Street Journal - 12 Aug 2019 20:58
The USDA estimated in a monthly report that 90 million acres of corn were planted by farmers this year--greater than market expectations, traders said.
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The Fed's Struggle To End Yield Curve Inversion Why the Fed may not to end yield-curve inversion by cutting rates this year.
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Bank Stocks Are Having a Rough August

Wall Street Journal - 12 Aug 2019 20:31
Falling interest rates, fears of a global economic slowdown and unrest in the Asian financial hub of Hong Kong have conspired to beat up bank stocks this month.
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Saudi Aramco Investor Relations Call Reveals Massive Profits But Fails To Address Key IPO Concerns Saudi Aramco's financials reveal large dividend paid to Saudi government despite lower profits in 2019
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A Paper Twist in the War on Plastic

Wall Street Journal - 12 Aug 2019 18:57
Paper-packaging companies like Mondi are well placed to benefit from a backlash against plastic as well as growth in e-commerce.
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The market rarely repeats a winning theme, so you should be circumspect on small-caps
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Olive Garden Pushes the Limits of Free Food

Wall Street Journal - 12 Aug 2019 18:53
The company's Lifetime Pasta Pass is a great marketing stunt, but a potentially costly one in the wrong hands.
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How The Parts Add Up: The iShares S&P 500 Value ETF Targets $129 For the iShares S&P 500 Value ETF, we found that the implied analyst target price for the ETF based upon its underlying holdings is $129.33 per unit.
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