European equities seem to offer relative value, but that’s a trap

Using the S&P 500 (SPY) as our reference, we get several positive value indicators for the STOXX 600. China and the US are at the forefront of the tech race. Europe has fallen behind very significantly. For that reason, European equity indexes will perform structurally worse than their US counterparties. (Source: DennisM2) Scanning the global… Read More European equities seem to offer relative value, but that’s a trap

Trump is playing the stock market, and that ought to end in tears

Trump has been dropping trade bombs on the rallies, and pumping hope on the selloffs. So far, it has resulted in a collar. Trump defines the cap, while the Fed provides the floor. However, soon or later when, the majority of market participants get the trick, the beast will break the spell. (Source: Gage Skidmore)… Read More Trump is playing the stock market, and that ought to end in tears

Baidu in a glance

Baidu (BIDU) is presently going through a bearish phase, mainly due to: i) The trade war, ii) Macro slowdown in China, iii) Mounting competition in the Chinese internet sector. That has led to an increase in short sellers, which resulted in a price slump. Graph 1 – Percent of shares outstanding short (Source: YCharts) Baidu’s… Read More Baidu in a glance

Time to be greedy: Tapestry is nearing its lowest level in a decade

(Photo credit: Mike Mozart) For investors used to follow this stock, it might seem unbelievable, but the share price of the home company for the Coach brand is nearing its decade lows. Graph 1 – Tapestry stock price (2009 to present) (source: Yahoo Finance) For those keeping track of the company’s affairs, it seems both… Read More Time to be greedy: Tapestry is nearing its lowest level in a decade