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Archives by Year:
Gold Jumps Up By More Than $50
The “No” in the Swiss referendum was seemingly the end for gold at first. First, the gold price went from $1,167 to a low of $1,143, but that is where it ended. It was not so surprising that the gold price dropped significantly at the end of last week, because trading is always quite thin […]
Is Leverage And Issue?
“Davidson” submits: Here is the SP500 Intrinsic Value vs. SP500 again. Only ~5% over priced and housing and commercial construction AND financial inst lending have really not begun. So nowhere near the level of leverage which results in severe corrections. What others do is make comparisons to nonsensical patterns. The first is using an avg […]
E Weekly Best & Worst ADRs Report – December 1, 2014
The average return of our best scoring ADRs from 1-year ago (12/2/2013) returned 12.55% in the past year, with no turnover. That generated 1,197 bps of excess to the MSCI EAFE index. The best performers from our list last year include SIG up 72%, SHPG up 62%, IRS up 49%, RDY up 47%, and TTM up 42%. The average […]
Media Spins Horrible Holiday Sales As Reflecting Economic Strength
Media Spins Horrible Holiday Sales as Reflecting Economic Strength. Audio Length: 00:24:43
The 5 Best Small Caps
I wanted to find 5 good small caps with very consistent momentum. I used Barchart to sort the S&P 600 Small Cap Index stocks for the 5 with the most frequent new highs in the last month, ten used the Flipchart feature to review the charts. Today’s list includes: Tessera Technologies (NASDAQ:TSRA), Higher One Holdings (NYSE:ONE), Kaiser Aluminum (NASDAQ:KALU), Triquint […]
NAV Premiums Of Certain Precious Metal Trusts And Funds – Bloomberg Premature Obituary For Gold
I just had to chuckle. The news highlights on Bloomberg TV at noon today was to reiterate this Bloomberg story from very early this morning, saying that gold was down sharply because of the Swiss gold referendum vote. And as a reference they cited this story from early this morning and mentioned nothing about gold’s spectacular comeback in […]
Surprise: GAAP S&P500 EPS Set To Decline 1.3% In 2014
One of the justifications pundits have been forced to use today to explain the unprecedented collapse in holiday spending, which as we noted yesterday, tumbled by 11% is that more and more consumers are simply purchasing items on line. Which is great… until one looks at the actual data which reveals a diametrically opposite reality, namely […]
Yield Curve For December 1, 2014
The 10-5-2 spread is rising with nominal yields reversing to up. A little risk off’y to go with junk bonds, which are quite risk off’y. 10, 5 & 2 year yields from Bloomberg For reference, here is the 30 vs. 5 today (2 year is not live @ stockcharts.com)…
Third Quarter Earnings Season Winds Down
The third quarter earnings season for companies in the S&P 500 officially comes to an end over the next week. The final six companies in the index will report throughout this week and next Monday. This week, we get results from Brown-Forman (BF-B), Avago Technologies (AVGO) and PVH Corp on Wednesday, Kroger (KR) and Dollar General (DG) on Thursday, and […]
Swiss Vote: Marker For The End Of Western Monetary Dominance
As anticipated the Swiss gold referendum failed, but the margin of 77% Nein to 23% Ja should serve as an embarrassment to a country and a currency once considered hard money. I would suggest this attitude might prompt some no confidence outflows out of Switzerland’s allegedly secure banking system. In fact this is a perfect […]
