mgiuliani

mgiuliani

CFTC data reflected the largest week-to-week turn against the dollar since early-Aug 2020 with the USD’s net short reaching its highest mark on record (in dollar terms) at USD35bn on the back of a USD3.7bn increase in favour of the currencies that we track.

mgiuliani

Record treasury auctions and yields falling again, which brings us back to the legendary October of 2018. But bond yields have been rising for the past several months and perhaps investors should pay attention, especially as we grapple with questions about inflation and the broader economy.So is inflation and economic growth back in play? Powell said an interest...

mgiuliani

*** Hold Negative Beta ***

mgiuliani

The company is very attractive due to its quasi-monopoly position in Europe. It has good trading stability and this allows it to be very attractive to more conservative investors. We also recommend looking into investing directly through the company with its share purchase and dividend reinvestment program. You can find more information here: www.airliquide.com

mgiuliani

JNJ is well positioned for an interesting 2021 as COVID vaccine is a driver of growth and rebound in its Medical Devices Division should propel the stock price to new highs. Unlike the vaccines from Pfizer (PFE) and Moderna (MRNA), Johnson & Jonson's vaccine only calls for one dose in the treatment regimen. This stock offers worthwhile risk-adjusted, total return...

mgiuliani

Honeywell's EPS growth has not matched share price growth over the last three years, and EPS estimates do not support the present high P/E multiple. These shares are best suited as a nearterm play. Long-term appreciation prospects and the yield are now subpar due to the stock’s recent ascent in price. We believe a retracement of prices to more appropriate levels...

mgiuliani

LMT dividend yield is above average at 2.9% and has been increased for 19 years in a row and is the largest manufacturers of military defense systems sold in the United States and foreign countries. Maybe the election hurt it with the Dems who historically spend less on defensewe belive that the next earnings call on 26 Jan. will help to shed some light. Earnings...

mgiuliani

Rothschild & Co announces has entered into an agreement to acquire Banque Pâris Bertrand, it has approximately CHF 6.5 billion of client assets as at November 2020. Following this acquisition, client assets for the Rothschild & Co Wealth Management business in Switzerland will reach over CHF 20 billion (from around CHF 14 billion as at 30 September 2020) and...

mgiuliani

This company can be considered a BTC-ETF, on Tuesday 7th December it plans to offer $400 million worth of convertible bonds to raise funds to purchase more bitcoin. Proceeds from the private offering will be invested in the cryptocurrency "pending the identification of working capital needs," the company said. As of December 4, 2020, MSTR held approximately 40,824...

mgiuliani

Dividends Yield (FY) 4.6% Dividends per Share (FY) 22 CHF

mgiuliani

While work-from-home initiatives have recently improved comparisons in the PCcentric business, Intel is up against tough comparisons over the next four quarters. P/E @ 8.91 Dividend @ 2.90%

mgiuliani

The trial prospectively shows that the REGN-COV2 antibody cocktail "significantly reduced virus levels and the need for further medical attention," new data involved an additional 524 patients and met its clinical endpoint of reducing medical visits. It's shared the results with the FDA, which is evaluating a possible Emergency Use Authorization. Treatment with...

mgiuliani

The correlation between EUR / CHF and EUR / USD clearly indicates that the euro is overvalued. France is considering a new month-long lockdown, as are Germany and Italy.

mgiuliani

Bond MOVE index says something big is brewing and it’s usually trouble. The index jumped from 40 points at the end of September to the current 60. The MOVE index is therefore the equivalent of the VIX bond market. The MOVE index measures the volatility on options traded on US Treasury Bonds, it represents a risk barometer to understand how the sentiment of...

mgiuliani

*** Hold Negative Beta ***

mgiuliani

The VIX index is an indicator of the implicit volatility of options on the S&P 500, it is possible to calculate the 'embedded' volatility in the current level of option prices to analyze what traders expect. VIX does not express future volatility, but what traders expect today for the future. A low VIX index does not mean that the stock market decline is...

mgiuliani

This is not a trading indicator, but verifying indicator.

mgiuliani

The company is exploring the efficacy of Otezla as a potential treatment for pulmonary distress associated with COVID-19.