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Party Pooper

Party Pooper

Well, once again………… The market had been breaking down nicely, but China threw billions upon billions of yuan at the slight weakness in their market and made everything all better again for the bulls. Plus, here in the U.S., people have embraced the notion that cutting taxes for rich people will make a country over […]
Are Utility Stocks Still Good For Retirement?

Are Utility Stocks Still Good For Retirement?

Utility stocks often form the backbone of a stock-based income-oriented portfolio. Especially in the case of regulated utilities, this makes a lot of sense. State regulations dictate rates, and thus companies’ returns on equity. Baked into all of that is usually a dividend–and even a modest level of dividend growth–that can be counted on year […]
November 2017 Philly Fed Manufacturing Survey Declined

November 2017 Philly Fed Manufacturing Survey Declined

The Philly Fed Business Outlook Survey declined by remains in expansion. Key elements are in expansion but improved. Analyst Opinion of the Philly Fed Business Outllook Survey Consider this a stronger report than last month because of the improvement of the key internals. This is a very noisy index which readers should be reminded is […]
The Hot New Tech Industry You’ve Never Heard Of

The Hot New Tech Industry You’ve Never Heard Of

You can always tell when the bureaucrats get involved in a particular industry… Suddenly every company needs a “chief compliance officer” and a whole department of his (or her) lieutenants to make sure everyone inside the business, well … complies — with the latest diktat. We can debate whether additional rules make things better or worse. One thing […]
Solar Energy Boom Could Heat Up The Global Energy Sector

Solar Energy Boom Could Heat Up The Global Energy Sector

By 2040, the world will need to add the equivalent of India and China’s current energy system to meet the demands of a surging global population and rising incomes. Among all other forms of energy, solar PV (photovoltaic system) is forecasted to see the largest and fastest growth in new capacity additions as prices continue […]
Aflac: A Valuation Conundrum? – Part 1

Aflac: A Valuation Conundrum? – Part 1

Introduction Aflac (AFL) is a Dividend Aristocrat that has increased its dividend for 35 consecutive years. True value investors are a rare breed, because it takes a special mindset and/or psyche to successfully implement a value investing strategy. This is especially true during major bull markets like we’ve experienced since the 1st quarter of 2009. Common […]
UBS Reveals The Stunning Reason Behind The 2017 Stock Market Rally

UBS Reveals The Stunning Reason Behind The 2017 Stock Market Rally

It’s 2018 forecast time for the big banks. With Goldman unveiling its seven Top Trades for 2018 earlier, overnight it was also UBS’ turn to reveal its price targets for the S&P in the coming year, and not surprisingly, the largest Swiss bank was extremely bullish, so much so in fact that its base case is roughly […]
Mind The Gap: Natural Gas Bulls Continue To Defend Last Week’s Gap

Mind The Gap: Natural Gas Bulls Continue To Defend Last Week’s Gap

For a second straight day December contract natural gas prices bounced off support around the $3.05 level but were unable to break lower and fill the gap below.  This price action fit nicely with our Daily Morning Text Alert sent out to Trader level subscribers before 7 AM EST which breaks down our sentiment and […]
Applied Materials Delivers All-Time Record Performance

Applied Materials Delivers All-Time Record Performance

CNBC’s Josh Lipton reports on Applied Materials quarterly earnings. Staphanie Link, TIAA Investments, and CNBC’s Mike Santoli weigh in.
S&P ‘Bull Trap’ Becomes A ‘Bear Trap’

S&P ‘Bull Trap’ Becomes A ‘Bear Trap’

As this rally has often done, just as you expect a reversal to start, bulls come in (hard) to bid up the market. The S&P had the clearest switch as it moved from a ‘bull trap’ to a ‘bear trap’. If it can post a break of 2,597 it will have little to stop it; […]