Faisal Humayun | TalkMarkets | Page 2

Faisal Humayun

Senior Financial Analyst With 8 years of Experience
Contributor's Links: Disruptive Investor
I am a senior financial analyst with over seven years of experience in the field of equity research, credit research, financial modelling and economic research. I am inclined towards fundamental research and long-term investing.
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17 to 32 of 58 Posts
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What’s The Fastest Growing Country In Asia? Surprise! It’s Myanmar
Monday, April 18, 2016 12:41 PM EDT
After decades of isolation, the Southeast Asian nation of Myanmar is roaring ahead with the fasting growing economy in Asia in 2016, according to the Asian Development Bank’s Asian Development Outlook 2016.
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Whiting Petroleum Will Decline As Doha Deal Fails
Monday, April 18, 2016 8:13 AM EDT
Whiting Petroleum’s surge by 202% within 2 months itself has take the stock to overbought levels in the near-term and a correction was expected as investor’s book profits.
In this article: WLL
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Expecting Near-Term Upside For Teekay Tankers
Monday, April 18, 2016 3:51 AM EDT
Teekay Tankers has corrected by 46% in YTD16 and I believe that the stock has discounted concerns on new oil tanker supply in 2H16 and concerns related to relatively moderate spot rates.
In this article: TNK
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For Growth, Europe Needs To Curb Government Spending
Sunday, April 17, 2016 3:31 PM EDT
Europe accounts for just 7% of the world’s population, and 25% of its GDP, and yet it also accounts for a massive 50% of its welfare spending.
In this article: EZU
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S&P 500 Trailing 12-Month P/E Ratio Hits Six-Year High
Friday, April 15, 2016 3:33 AM EDT
While the S&P 500 hasn’t quite taken out its May 2015 all-time high (it needs about 2% more of gains), the index’s trailing 12-month P/E ratio is set to make a new six-year high if market gains hold today.
In this article: SPX
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US 1Q16 GDP Growth: 0.1% Or 1.1%?
Wednesday, April 13, 2016 9:37 AM EDT
While the GDPNow model shows that US is almost on the brink of recession, there is another forecasting model from another Federal Reserve Bank that paints a significantly different picture.
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Japan’s Wild Monetary Experiment Is Far From Over
Wednesday, April 13, 2016 5:21 AM EDT
The leading narrative in the foreign exchange markets is told and re-told to explain how the Japanese yen has surged this year despite an ever wilder monetary experiment pursued by the Abe government.
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Mile-High Merger: Alaska Airlines Buys Virgin America, Expanding Market Reach
Monday, April 11, 2016 4:48 PM EDT
A little over 10 years ago, there were a dozen major domestic airlines. Following a wave of bankruptcies, the industry consolidated, and today four remain—American, Delta, United and Southwest.
In this article: VA, ALK Also: DAL, AAL
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Earnings Recession To Sustain; Expect Market Correction
Monday, April 11, 2016 11:52 AM EDT
It is entirely likely that the PE will trend towards the long-term average as the possibility of negative earnings surprise also increase for 1Q16.
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Chart Of The Day: China’s Unsustainable Investment Growth
Sunday, April 10, 2016 11:30 PM EDT
The chart of the day shows investment as a percentage of GDP for China, Asian Tigers and USA. Clearly, China’s investment as a percentage of GDP is at unsustainable levels and I see that gradually coming down in the next decade.
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US GDP Growth Estimate Slumps To 0.1% For 1Q16
Sunday, April 10, 2016 4:05 PM EDT
According to the GDPNow indicator from the Federal Reserve Bank of Atlanta, US GDP growth for 1Q16 is estimated at 0.1%. If this holds true, the economy has witnessed a sharp slowdown in March 2016.
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The Debt Quagmire Of The United States Of America
Friday, April 8, 2016 2:41 PM EDT
I am not suggesting any gloom and doom scenario in the foreseeable future, the US dollar is likely to trend lower and the government is likely to try and inflate its way out of the debt trap.
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U.S. Banks: Too Big To Fail In 2007; Too Bigger To Fail In 2015
Friday, April 8, 2016 11:10 AM EDT
In the near-term, I don’t see any major crisis or liquidity issues for the banking system in the United States. I do believe that the financial system is setting up for a bigger crisis in the next 5-10 years as total credit market debt continues.
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Expecting 10% To 15% Correction In U.S. Equities
Wednesday, April 6, 2016 8:55 AM EDT
I am of the opinion that the S&P 500 index is likely to decline by at least 10% to 15% in the coming months. In my view, this decline is likely to come sooner than later.
In this article: SPX
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Chart Of The Day: Gold Price Vs. Real Interest Rates
Tuesday, April 5, 2016 1:54 PM EDT
Gold price trend as compared to real interest rates is yet another indicator of bullish times for gold in the coming years. The real interest rate here is the 5-Year Treasury Inflation-Indexed Security.
In this article: GLD
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Gold Had Its Best Quarter In A Generation. So Where Are The Investors?
Tuesday, April 5, 2016 4:00 AM EDT
Interest in gold bullion, however, hasn’t seemed to translate fully into renewed interest in gold miners. So far this year, inflows into the SPDR Gold Trust, which invests in physical bullion, have accelerated as investors chase the rally.
In this article: GLD, GDX, GDXJ
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17 to 32 of 58 Posts
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