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S&P 500 Is Getting Ready For Real Wage Growth

S&P 500 Is Getting Ready For Real Wage Growth

The S&P 500 is highly correlated to real wage growth and recent gains in the index may be anticipating faster wage growth under Donald Trump, that’s according to research from analysts at Jefferies. S&P 500 Is Getting Ready For Real Wage Growth According to Jefferies’s weekly chart update, when compared to returns of the S&P 500, real wage […]
How To Supercharge The Autonomous Vehicle Industry

How To Supercharge The Autonomous Vehicle Industry

What will the car of the future look like? It may not be long before we know. In early February, Ford announced that it will allocate a staggering $1 billion over the next five years to develop the first fully autonomous vehicle, and almost every global automaker is working feverishly to create the ultimate self-driving […]
Prince Valeant

Prince Valeant

Just a quick update on Valeant Pharma, which apparently Bill Ackman has nearly 12,000,000 shares of (at much, much higher prices) – – major trendline break means basically there is no limit to how low this can go (excepting for $0.00). The good news for everyone is that those Wall Street analysts once again totally earned their seven-figure salaries by helping […]
You Bought A Lot Of Overpriced Stocks – Now What?

You Bought A Lot Of Overpriced Stocks – Now What?

We discuss Politicians on both sides of the aisle and the propensity for overpromising and under delivering, and what this means for the stock market longer term. Paper Profits do not count for much in the end. You can buy Stocks at all-time highs, but then you are stuck with Dogshit Stocks at all-time highs […]
New Weatherford CEO Greeted With Accolades, M&A Speculation

New Weatherford CEO Greeted With Accolades, M&A Speculation

A number of Wall Street analysts has issued upbeat opinions on Weatherford’s (WFT) decision to hire former Halliburton (HAL) CFO Mark McCollum as its CEO, effective next month. Capital One responded to the news by upgrading Weatherford, while research firm Gabelli wrote that the appointment increases the chances of Halliburton eventually acquiring Weatherford. NEWS: Weatherford […]
5 Top Dividend Growth Stocks To Boost Your Returns

5 Top Dividend Growth Stocks To Boost Your Returns

While rising yields have dulled the appeal for dividend investing, stocks that consistently pay higher dividend are still in vogue. Dividend Growth in Focus Dividend growth stocks offer the best of both worlds –– potential for capital appreciation and rising income even in a volatile market. This is because these stocks belong to mature companies, […]
The Luddites Were Wrong Then And They’re Wrong Now

The Luddites Were Wrong Then And They’re Wrong Now

When Joseph Whitworth was growing up in Stockport, the man who became the greatest mechanical engineer of the Victorian age witnessed a traumatic sight. In 1812, this unlovely industrial town on the outskirts of Manchester was overrun by Luddite rioters, all the more terrifying as they were wearing women’s clothes as they went on the […]
GDPNow 1st Quarter Forecast Plunges To 1.3% Following Vehicle Sales And Factory Orders Reports

GDPNow 1st Quarter Forecast Plunges To 1.3% Following Vehicle Sales And Factory Orders Reports

The GDPNow Model forecast for 1st quarter 2017 GDP plunged 0.5 percentage points to 1.3% following recent economic data. Today’s dismal trade data was not a factor. Advance trade data on February 28 showed the trade deficit in goods jumped 7.6% to $69.2 billion, and that data was already factored into the model. The reason […]
This Is Now Germany’s Longest Bull Market Ever

This Is Now Germany’s Longest Bull Market Ever

Ironic on a day when German macro data collapses, the DAX just closed on its bull market’s 8th birthday… for the first time ever. DAX is up 151% off its 2009 lows, S&P up 248%… h/t @Schuldensuehner And German 10Y Bund yields have collapsed from 3.00% to 32bps…
Making The Most Of Your Alpha

Making The Most Of Your Alpha

Say what you will about exchange-traded funds (ETFs). Love ‘em or hate ‘em, they can help you be a better investor. Why? Because they’re barometers of market sentiment. You don’t need to subscribe to expensive advisory services to get early warnings of change ahead. Regard, for example, the relationship between the SPDR S&P 500 ETF (NYSE Arca: SPY) and […]