Tenviz

I am still puzzled would global economists argue for the benefits of synchronized global recovery… An uneven economic recovery vs. the very synced economic has many benefits: 1. it allows investors to rotate money globally 2. it doesn’t overburden global sectors with high peaks of productions and steep drops when the whole world goes into a ...

Too many signals can be overwhelming and not easy to implement into the process, even the well-timed signals.  So, some of our clients asked us to add a confidence/upside indicator to help them focus on the most favorable setups. We recently enhanced our tools with this new feature – the Signal Strength.  Now, clients can sort ...

Regarding the famous growth investor Cathie Wood – some people admire her, some think she was just lucky in 2020. Who knows, but one thing Cathie clearly displays is a remarkable persistence and faith in her views. Here is her short story of multiple tries and fails (forgive my loose interpretation of her bio from Wikipedia): – ...

A CEO of an established corporation has to say the right things (to appease politicians and stakeholders) and do very little new (staying the course is, usually, the best strategy). A CEO of a startup can say many unconventional things (remember Tweets from Musk?), yet he has to do the right things (by constant trial and error) figuring out the right ...

Our Related Movers tool evaluated that Utilities lag Rates about 58% of the time by 8-10 days on average. But Utilities might lead to Rates, it happens only 16% of the time. Below there is a lead/lag historical chart between Utilities (XLU) and Rates (10Y US). Utilities are rate-sensitive and offer a lot of “trading opps”, ...

China orders 34 internet firms to curb monopolistic behaviour… Read again with a smile! How can 34 firms act like monopolies, even if they serve 10 different segments that is about 3-4 competitors per segment, which looks fairly competitive to me. Must be something else behind that crackdown…. ...