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March 2016

EIA Oil Summary Report Analysis 3 30 2016 (Video)

March 30, 2016 by EconMatters   Comments (0)

By EconMatters

The typical buy the rumor sell the news trading day in the oil market. The RBOB and HO product contracts along with Brent contract expire tomorrow, watch for spikes at the close. This Friday is loaded with economic reports including the Employment Report and the Baker Hughes Rig Report where we saw a drop of 15 last week.

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You Probably Want To Go Long Oil Tomorrow (Video)

March 30, 2016 by EconMatters   Comments (0)

By EconMatters

Strong API Report for this time of year, and Equities about to break out means short covering ahead for oil bears. Remember this is quarter end window dressing week as well! Expect some short covering in Oil ahead of the EIA Report on Wednesday.

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Australian Dollar versus United States Dollar Currency Cross Analysis 3 27 2016 (Video)

March 27, 2016 by EconMatters   Comments (0)

By EconMatters

We look at the AUD/USD Currency Cross in this video. Will the AUD get back to parity with the USD? The AUD is off the 2016 lows, will it strengthen or weaken from here for the remainder of the year? This is the big question for currency traders after the rally off the January lows in the AUD.

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Bitcoin Market Technical Analysis and Commentary - 2 26 2016 (Video)

March 26, 2016 by EconMatters   Comments (0)

By EconMatters

We delve into the technicals of the Bitcoin Market in this video.

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Valeant Pharmaceuticals and Pershing Square`s Learning Points (Video)

March 25, 2016 by EconMatters   Comments (0)

By EconMatters

Pershing Square`s Investor Letter provides the backdrop for an analysis or case study on Valeant Pharmaceuticals.

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EIA Inventory Report Analysis March 23, 2016 (Video)

March 23, 2016 by EconMatters   Comments (0)

By EconMatters

Imports this past week was the main culprit for the large inventory build in oil.

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The U.S. Political Landscape, Global Economics and Market Theory of Arbitrage (Video)

March 21, 2016 by EconMatters   Comments (0)

By EconMatters

This video talks about some of the issues involved in the U.S. Election Campaign. We discuss the Economic theory behind some of the Politically proposed solutions by Donald Trump.

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Netflix Analysis - On Demand is the Game Changer - Market Sea Change (Video)

March 20, 2016 by EconMatters   Comments (0)

By EconMatters

It is pretty ironic that Netflix disrupted Blockbuster, causing Blockbuster to go the bankruptcy route, and ultimately On Demand is already disrupting Netflix as we speak. This is a Sea Change in the space, the worm has turned because of the market arrival of On Demand through multiple alternative platforms. This deflationary trend means all media content is actually a depreciating long term asset base.

Ultimately content is gravitating directionally towards the "Free Zone" globally, the only value added will be in interface convenience, and organizational platform offerings of "commoditized content" for the upper end of the disposable income demographic. Given Netflix`s balance sheet they are a depreciating asset for any acquirer over the next 10 years, a perpetual write-down so to speak.

If Netflix remains a standalone company their stock will drop below $30 a share, and they could even go the bankruptcy route given their debt obligation trajectory structure, and the Sea Change that we think is just about to hit the entire market landscape for Netflix. In short, the Disrupter got Disrupted!

They ultimately are the next blockbuster, the next DVD sales, the next CD sales - they are an archaic, antiquated dinosaur in the fast moving Moore`s Law technologically changing world that we live in, and they barely got started. Moreover, Netflix`s management will be the last to see this Sea Change until it is too late in our opinion.

They should be selling high right now at any price before the overall market realizes what we do, because by the time the market gets it, collapsing valuations will inevitably have management riding this company all the way down.

With lowered management expectations always being one step higher and behind the dropping market valuations of the stock - the inevitable 'ride-down' ends up in what I refer to as the Bag Holder Syndrome of a highly overvalued asset in a perpetual depreciation cycle on the way down.

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Valeant Pharmaceuticals - The Perils of the Debt Acquisition Model (Video)

March 19, 2016 by EconMatters   Comments (0)

By EconMatters

Valeant Pharmaceuticals - need a 'fix it" third party to come in stop the bleeding. Moreover, the current management team is stuck in the deer in headlights mode, and needs to start taking proactive steps to resolve the overhangs that our weighing down investor confidence on the street.

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U S Dollar Index - Is Rising Inflation The Fed`s Nightmare Scenario (Video)

March 18, 2016 by EconMatters   Comments (0)

By EconMatters

Is a rising inflation problem going to force the Fed`s hand into raising interest rates faster than the financial markets currently have priced in with many asset classes from bonds, the U.S. Dollar, and equities.

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