Archives by Month:

Archives by Year:

Cisco Systems, Inc. Edges Out Earnings Estimates

Cisco Systems, Inc. Edges Out Earnings Estimates

Cisco Systems, Inc. (NASDAQ:CSCO) Systems released the earnings results from its third quarter of fiscal 2015 after closing bell tonight, posting non-GAAP earnings of 54 cents per share or $2.8 billion on $12.1 billion in revenue, a 5% increase from last year. Analysts had been expecting earnings of 53 cents per share and $12.07 billion in […]
Less ‘Goldilocks’, More ‘Three Bears’: Bullion Bid As Stocks & Bonds Skid

Less ‘Goldilocks’, More ‘Three Bears’: Bullion Bid As Stocks & Bonds Skid

The correlation between stocks and bond yields continues to have regime-shifted to approach -1 (not 1 – as is more ‘normal’) confounding asset allocators and risk parity funds across the market… This seemed appropriate… If that analogy didn’t help, maybe this will clear things up… Small investor, shown here on right, with cash on the […]
US Nearing Recession, Dollar Falling Hard

US Nearing Recession, Dollar Falling Hard

The dollar soars by a record amount versus the euro and the yen in 2014. And economists predict strong growth in 2015. Really? If a country can have a rapidly-appreciating currency with all the benefits that that confers, and strong economic growth with all the obvious advantages that that confers, why wouldn’t everyone be going for powerhouse […]
John Williams: Get Ready For New Recession

John Williams: Get Ready For New Recession

John Williams of ShadowStats.com shares Peter Schiff’s expectation of a new round of quantitative easing from the Federal Reserve. Williams believes the United States economy is slowing down and headed into another recession. He sees inflation rising in the coming years as the markets realize that the Federal Reserve is incapable of actually helping the […]
The One That Got Away

The One That Got Away

Watching the EUR/USD zoom higher is just a heartbreaker, because this was one of the great contrarian plays of the past several years. The EUR/USD was hated by one and all, and parity seemed like a foregone conclusion. But, as always, just when things seemed bleakest, it began a powerful reversal, and frankly, it could […]
Hot Biotech Sector: Mid-Caps Have Both M&A And Pipeline Premiums

Hot Biotech Sector: Mid-Caps Have Both M&A And Pipeline Premiums

Valuations Step-Up With More Deals  Prior to the acquisition of Pharmacyclics (PCYC) by Abbvie (ABBV) for $20B, the top price paid for an emerging biotech company was in the $10B range. Two additional companies among the mid-caps  were acquired in prior years: Cubist (CBST) by Merck (MRK) in December 2014 and Onyx (ONXX) by Amgen (AMGN) in […]
EC
                        
                        Beware The Allure Of Leveraged ETFs

EC Beware The Allure Of Leveraged ETFs

Leveraged ETFs promise the benefits of fast profits with little concern towards common-sense investing risks. In fact, a good friend and colleague of mine recently wrote an article titled When Do Leveraged ETFs Make Sense? The argument is that for a small portion of your portfolio, these funds can make you a quick buck as long as […]
The U.S. Is In Recession According To These 7 Charts

The U.S. Is In Recession According To These 7 Charts

The evidence continues to mount… “Most since Lehman” has become the new meme for macro-economic data in the US as day after day brings another lackluster superlative to be dismissed with some excuse by the cognoscenti of sell-side economists…        Of course, that is aside from anything related to aggregate jobs that is spewed […]
5 Real Estate Mutual Funds To Strengthen Your Portfolio

5 Real Estate Mutual Funds To Strengthen Your Portfolio

Even though real estate has been through tough times recently, securities from this sector should continue to be an integral part of portfolios with a long term horizon. Over the years, mutual funds from this category have continued to perform favorably. They offer a convenient method to invest in real estate because of low initial […]