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Archives by Year:
Dow 500,000? We Are Already There
I genuinely admire Morgan Housel. I think he is a brilliant and talented writer. However, he sent out a tweet on Friday that really struck a chord with me. If you’re less than 50 years old and the market returns at least 5% a year on average the Dow will hit 100,000 in most of […]
Bullish U.S. Corporate Credit: The Other Side Of Tax Reform
Although many investors remain focused on the potential impact of U.S. tax reform on corporate earnings, we believe any change in tax policy can have an equally important effect on the price and supply of corporate credit. While the remainder of this piece will highlight this logic, our unambiguous takeaway is that we believe credit can […]
Deltic Timber Jumps After Agreeing To Be Bought By Larger Peer Potlatch
Shares of Deltic Timber Corporation (DEL) jumped in early trading after the company agreed to be acquired by larger peer Potlatch Corporation (PCH). The combined company is expected to have a pro-forma market cap of about $3.3B and a total enterprise value of over $4B. Potlatch confirmed this morning that it has agreed to buy […]
North American Strength Drives Halliburton Q3 Earnings
Major oilfield services provider Halliburton Company (HAL – Free Report) reported better-than-expected third quarter profit thanks to improved utilization and pricing gains in North America – the company’s largest market by sales. Halliburton’s income from continuing operation came in at 42 cents per share, above the Zacks Consensus Estimate of 38 cents – the thirteenth consecutive quarterly outperformance. Moreover, […]
Canada: Monetary And Fiscal Updates This Week
Many observers saw Canada as one of the canaries in the coal mine, warning that the divergence theme was over. The Bank of Canada did hike rates twice in Q3. The Federal Reserve did not hike at all. Isn’t that the definition of convergence? Yes and no. The Bank of Canada’s rate hikes were not the beginning […]
Seagate Technology (STX) Beats Q1 Earnings & Revenues
Seagate Technology Plc (STX – Free Report) is one of the largest manufacturers of hard disk drives (HDD) which caters to the needs of individual and small businesses. However, for the past few years the company is focusing on the larger enterprise segment, where technology upgrades and cloud-related investments are on the rise. Moreover, Seagate’s cloud-based applications have […]
‘Today Is A Historic Day’: Nikkei Surges, Breaks All-Time Record For Consecutive Gains
Ok, well it’s official, the Nikkei has now had its longest run of gains in history. Following Shinzo Abe’s sweeping election victory on Sunday, Japanese shares advanced and the yen slipped as the market can now safely assume a continuation of ultra accommodative monetary policy. The Nikkei surged more than 1%, marking its 15th straight day […]
E AUD/USD Intra-Day Weakness
Good day traders and a good Monday. Let’s look at AUD/USD. The Aussie came nicely lower in the last few days from 0.7883 as expected after a corrective rally up in wave 2/B. At the moment we still do not know if the current leg down is going to be wave 3 or wave C […]
Chicago Fed: Growth Picks Up In September
“Index points to a pickup in economic growth in September.” This is the headline for today’s release of the Chicago Fed’s National Activity Index, and here is the opening paragraph from the report: Led by improvements in production-related indicators, the Chicago Fed National Activity Index (CFNAI) moved up to +0.17 in September from –0.37 in August. […]
SAP Hits A 52-Week High
The MarTech space is getting bigger and bigger. About 5,000 companies are a part of the MarTech landscape from just 150 in 2011. With its latest acquisition of Gigya, SAP is getting deeper into the space. SAP’s Financials SAP’s third quarter revenues grew 8% over the year to €5.59 billion ($6.6 billion) compared with the market’s forecast […]
