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Will This Thanksgiving Bring Bountiful Sales For Retailers?

Will This Thanksgiving Bring Bountiful Sales For Retailers?

Officially, the holiday season will start tomorrow when we gather together to celebrate Thanksgiving. And as the U.S. counts blessings, retailers’ countdown to the busiest shopping season ends. The retail space is brimming over with optimism this time as the economy stepped up 3.9% during the third quarter of 2014, according to the “advance estimate” […]
Inflation Makes Turkeys Out Of Us All

Inflation Makes Turkeys Out Of Us All

Central bankers always seem worried about deflation. The cost of Thanksgiving dinner is about the same as last year. Is it a bad thing that your costs didn’t go up? If we hadn’t experienced Federal Reserve created inflation over the last 18 years the cost of your Thanksgiving dinner would be about $21. But thank […]
Black Friday: Boon Or Bust?

Black Friday: Boon Or Bust?

Black Friday is upon us. Nowadays, it often starts Thursday (which happens to be Thanksgiving Day), and then is followed by Cyber Monday — although the lines and times are increasingly blurred. Here’s what a selection of reputable economists and analysts think you should look for, or can expect, from the explosion of rabid capitalism […]
SP 500 And NDX Futures Daily Charts – Miles Gloriosus

SP 500 And NDX Futures Daily Charts – Miles Gloriosus

Stocks were drifting today in very light holiday trade, further dampened by foul weather in the NYC metro area. The economic news this morning was quite poor, and lending some credence to the somewhat artificial nature of the GDP revision higher from earlier this week. US markets will be effectively closed for the rest of […]
The SPY-TLT Universal Investment Strategy (UIS)

The SPY-TLT Universal Investment Strategy (UIS)

Introduction This paper discusses the simple but effective method of using adaptive allocations between stock market ETFs and Treasuries. This method has been developed to replace the 100% switching used in normal rotation strategies like the Maximum Yield Rotation and the Global Market Rotation strategies. The real world is just not a 100% “risk on” […]
Ernst & Young ’s Conclusions On The State Of The Canadian Mining Market Are Surprising

Ernst & Young ’s Conclusions On The State Of The Canadian Mining Market Are Surprising

Source Ernst & Young has released the outcome of its quarterly Canadian Mining Eye index and there were some very interesting and surprising things to note. E&Y is happy that the total amount of raised money in the third quarter (C$1.4B) of this year was 4% higher than in Q2 2014 and more than twice the amount […]
Bull Of The Day: Skyworks Solutions

Bull Of The Day: Skyworks Solutions

Looking for a great way to play the “Internet of Things” and the coming global tidal wave of mobile phone upgrades to 4G? Look no further than Skyworks Solutions (SWKS – Analyst Report). Skyworks is an innovator of high performance analog semiconductors with customers across automotive, broadband, wireless infrastructure, energy management, GPS, industrial, medical, military, wireless networking, smartphone and […]
SOX Index, 2 Ways

SOX Index, 2 Ways

Way 1 is the short-term view showing the wild recent history of a huge drop, instigated by one chip company’s dour projection and then a whole media hype pig pile.  The target is 750 based on this pattern, roughly corresponding with the NFTRH+ target of 40 on Intel. Click on picture to enlarge Way 2 is the […]
Yield Co Pricing Less Irrational, But Plenty Of Opportunity Left

Yield Co Pricing Less Irrational, But Plenty Of Opportunity Left

Yieldcos are companies which own clean energy assets and use the cash flows from them to deliver a high level of current dividend yield and (in some cases) the promise of significant dividend growth.  Investors like them because yield is scarce in the current low interest rate environment.   While investors like the relatively high yield […]
The Danger Of A Big Customer: G T Advanced Technology’s Bankruptcy

The Danger Of A Big Customer: G T Advanced Technology’s Bankruptcy

The bankruptcy of Apple supplier GT Advanced Technologies (GTAT) offers lessons to all vendors to large companies. Whether supplying a physical product or a service, smaller companies selling to larger companies have to be cautious. Selling to a giant, such as Apple (AAPL) or Walmart (WMT) or Bank of America (BAC), offers the potential for tremendous revenue. However, […]