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Archives by Year:
Lending Spreads, ABI And Housing
“Davidson” submits: There is myth in political thought and Central Banker thinking that lower mtg rates will be inflationary. This is not in fact true. It should be clear that lower mtg rates, i.e. narrower credit spreads globally is DEFLATIONARY If lending institutions cannot lend profitably, then they will not lend, duh! A credit spread […]
Massive Stock Buybacks
Written by John O’Donnell, Online Trading Academy One of the ways that corporations return earnings to shareholders is via stock buybacks. These have been occurring at a very high rate in 2014. Source: YouTube
29 October 2014 FOMC Meeting Minutes: Some Concern Over Decline In Market-Based Inflation Expectations
Econintersect: The 29 October 2014 meeting statement presented the actions taken. This post covers the economic discussion during this FOMC meeting between the members. The Fed’s Balance Sheet (which we report on weekly) should begin to slightly contract shortly. One of the more interesting meeting minute statements: … policymakers might still want to take them [market-based measures […]
PTCT Spinal Muscular Atrophy Program Enters Phase 1b/2a Trial; OMER Inhibits Thrombus Formation
PTC Therapeutics, Inc. (NASDAQ: PTCT) announced today that its joint development program in Spinal Muscular Atrophy (SMA) with Roche and the SMA Foundation (SMAF) has started a Phase 1b/2a study in adult and pediatric patients. The placebo-controlled, randomized, multiple-dose study will enroll approximately 48 patients with SMA and investigate the safety and tolerability of an investigational […]
Golf And Hunting Are Crippling Dick’s Sporting Goods
(Photo Credit: Mike Mozart) The athletic apparel industry is exploding right now, but Dick’s Sporting Goods (DKS) stock (-17% year to date) isn’t going through the roof like Nike’s (NKE) (+23% ytd) and Under Armour’s (UA) (+61% ytd) are. Athletic clothing and equipment sales are booming, but trouble in Dick’s golf and hunting units are holding […]
The Abenomics Death Spiral
As Japanese Prime Minster Shinzo Abe has turned his country into a petri dish of Keynesian ideas, the trajectory of Japan’s economy has much to teach us about the wisdom of those policies. And although the warning sirens are blasting at the highest volumes imaginable, few economists can hear the alarm. (A longer version of this article […]
Interview: The Evolution Of Retirement
I discussed the concept of retirement and how it has changed in recent decades in an interview with NewRetirement. Here are some excerpts: Today, Americans look at retirement as an entitlement – a reward for a lifetime of hard work – but that wasn’t always the case, says CFA Charles Lewis Sizemore, principal of Sizemore Capital […]
T2108 Update – A Buy Point For Alibaba, A Breakdown For Netflix
(T2108 measures the percentage of stocks trading above their respective 40-day moving averages [DMAs]. It helps to identify extremes in market sentiment that are likely to reverse. To learn more about it, see my T2108 Resource Page. You can follow real-time T2108 commentary on twitter using the #T2108 hashtag. T2108-related trades and other trades are sometimes posted on […]
Can You Help The Fed Figure Out What Is Wrong With The Recovery
Why doesn’t the public spend and save more? Click on picture to enlarge “We are determined to make every American citizen the subject of his country’s interest and concern; and we will never regard any faithful law-abiding group within our borders as superfluous. The test of our progress is not whether we add more to […]
Dogma And Denial
“Don’t Be Trapped by Dogma – Which is Living With the Results of Other People’s Thinking” -Steve Jobs There is a very strong and popular dogma out there that says, ‘you must own US stocks all the time no matter what.’ It’s really at the heart of the “buy and hold” mantra which is something I’ve […]
