Dr. Duru - Comments
Sole Proprietor, Ahan Analytics, LLC
Dr. Duru Ahanotu is a graduate of Stanford University with over twenty-five years of experience doing analytic modeling, executing pricing strategies through price optimization, and implementing, developing, and selling enterprise software. He adds to this industry experience another five ...more
Latest Comments
The U.S. Dollar Braces For Fed Tapering And Tightening
2 years ago

And the Fed probably feels trapped into continuing to buy MBSs. I will be watching closing when they finally to decide to ramp that down.

A Bottoming In The U.S. Dollar
2 years ago

The publishing process excluded some important reference links:

ECB monetary policy release: www.ecb.europa.eu/.../...210610~115f4c0246.en.html

My post on the confidence of the Fed in the economy: drduru.com/.../north-american-alliance-of-bullish-central-banks/

CNBC article on inflation running hot: www.cnbc.com/.../...f-hotter-inflation-report.html

My earlier bullish bias on the Canadian dollar: drduru.com/.../canadian-dollar-central-bank-optimism-gives-currency-fresh-boost/

A Bottoming In The U.S. Dollar
2 years ago

And thanks for the kudos.

Reviewing Market Signals As Warnings Increase
2 years ago

I think August being seasonally one of the most "dangerous" months of the year in terms of drawdowns is sufficient for a case of imminent downside risk.

In this article: SPX, VIX
Dollar Slide Extends
3 years ago

Any specific drivers for this surge of dollar weakness? Just last month, the US dollar index was breaking out above its 200DMA and looked ready to extend a comeback. Now, it's below its 50DMA, not just the 200DMA!

In this article: F, GM, FXE, CYB, FXA, FXB, FXC, FXY
The Stock Market Is A Different Kind Of Overbought With Breadth So Strong
3 years ago

Definitely. And to this point, buying oversold has a much better risk/reward than selling overbought because of the longer-term uptrend in the stock market. It took me a while, but I stopped automatically selling overbought markets and instead waited for additional signals....like dropping out of overbought conditions.

In this article: SPY
A Trade To Hedge A Top In Facebook With A Rebounding Google
3 years ago

This quote from AdExchanger was VERY telling about FB's earnings conference call:

"Although Facebook reported its Q2 earnings the day after CEO Mark Zuckerberg donned a suit to testify along with his big tech CEO bros in front of a congressional antitrust subcommittee – incredibly, not a single investor asked Zuckerberg about his appearance.

And the advertiser boycott barely got a mention, although Wehner pointed out that the Top 100 advertisers make up just 16% of Facebook’s ad revenue and falling.

According to Zuck: “Small businesses are the biggest part of our business, not the largest businesses. … We want to serve everyone, but if you as investors or analysts or anyone is thinking about our business, the really accurate way to think about what we do is we are in the business of serving small businesses.”

In that vein, Facebook announced a milestone on the call: It now has more than 9 million active advertisers across its services."

www.adexchanger.com/.../facebook-grows-revenue-arpu-and-users-in-q2-despite-the-pandemic/

In this article: L, META, GOOG, GOOGL
A Trade To Hedge A Top In Facebook With A Rebounding Google
3 years ago

It seems small and medium-sized business matter most to FB, and the boycotters collectively don't matter much. And definitely if users stick by Facebook, advertisers have to return at some point.

In this article: L, META, GOOG, GOOGL
A Trade To Hedge A Top In Facebook With A Rebounding Google
3 years ago

True teflon Don.

In this article: L, META, GOOG, GOOGL
A Trade To Hedge A Top In Facebook With A Rebounding Google
3 years ago

That's right. The users are at the center of everything. It's next to impossible for advertisers to ignore a 2 billion, highly targetable audience for long.

In this article: L, META, GOOG, GOOGL
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