By 2022, money market funds have deposited $1.7trn in the fed’s overnight reverse-repo facility. They agree to buy a security from the fed and resell it back later at a given price (usually higher). But the rates on overnight transactions have jumped from 0.05% in February 2022 to 4.8% today, offering better rates and higher-qualityContinue reading “Reverse Repo and Bailouts – April 2023”
Tag Archives: stock
Ford Analysis – March 2023
Ford motor company (NYSE: F) is in the midst of a transformation. The company is evolving into an electric vehicle leader. Although its EV segment is very slowly taking off, its investments towards a gas-free world will emerge over the next few years. Ford can tap into recently legislated tax credits of up to $7,500Continue reading “Ford Analysis – March 2023”
Paramount Global Analysis – February 2023
Paramount Global (NASDAQ : PARA), a media company formerly known as ViacomCBS, missed earnings estimates in its most recent quarter losing nearly 6%. Is it a buying opportunity? Lets look at the company. Paramount Global is a multi-faceted company. It has instantly recognizable cable networks, movies and shows. To name a few: Paramount Pictures, Miramax, CBSContinue reading “Paramount Global Analysis – February 2023”
Car subsidies and ride-hailers – October 2022
After passing the Inflation Reduction Act, the federal government now requires that a tax credit for electric vehicles must have 60% of its parts made in the United States, Mexico or Canada, along with final assembly in North America. Manufacturers also have a 200,000 EV tax credit limit (all Tesla cars have hit it). IContinue reading “Car subsidies and ride-hailers – October 2022”
Will the Japanese Yen become a safe-haven asset again? – March 2022
The Japanese Yen was for some time considered a safe-haven currency kind of like the Swiss Franc. It has low interest rates, a strong net foreign asset position, liquid markets and is backed by a stable economy. The currency of the worlds third largest economy with more than 100 million people has not been doingContinue reading “Will the Japanese Yen become a safe-haven asset again? – March 2022”
Sea Limited Analysis – March 2022
Sea limited (NYSE:SE) is a publicly listed company based in Singapore that operates in mainly in Southeast Asia. It is currently trading around $93, down from a peak of $372. Is it a buying opportunity? They have 3 running segments: gaming, e-commerce and fintech. Gaming is its powerhouse, the only segment generating a profit. CalledContinue reading “Sea Limited Analysis – March 2022”
Devlin Demontigny 