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Archives by Year:
The Evidence Is Piling Up
I have been a bond bear for a while. Back in the summer of 2016, I spoke at a small conference out in San Diego. My topic: how interest rates were going to go up. It didn’t go over very well with people. One guy in the front row got really upset, and started sputtering […]
5 Stocks To Buy As Asian Markets Flirt With Record Highs
On Nov 9, Asia’s stocks gave up some of their early gains after breaching a decade-old record, early in the trading session. The Nikkei 225 also raced passed its highest level in nearly 25 years before ending the day lower, likely due to profit taking. Despite a slightly underwhelming outcome for Asia’s markets by the […]
Macy’s (M) Q3 Earnings Beat, Sales Miss, View Reiterated
Macy’s, Inc. (M – Free Report) posted second straight quarter of positive earnings surprise, when it reported third-quarter fiscal 2017 results. However, total sales fell short of the consensus mark after surpassing the same in the preceding quarter. Nevertheless, management retained its fiscal 2017 view. Let’s Delve Deep Macy’s posted adjusted earnings of 23 cents a share that […]
More Thoughts On Bitcoin
Following up on our recent commentary, and with permission, we continue to quote the excellent work of Nick Colas and Jessica Rabe of DataTrek Research. In this segment, Nick focuses on the question “Are cryptocurrencies an asset class?” “Over my 30+ year career on Wall Street, I have seen scores of investments touted as an […]
September 2017 Headline Wholesale Sales Improved
The headlines say wholesale sales were up month-over-month with inventory levels remaining elevated. Our analysis shows the rolling averages were unchanged. Analyst Opinion of this month’s Wholesale Sales The improvement this month in the headline data was primarily due to petroleum – and most everything else was weak. Overally, I believe the rolling averages tell […]
What To Watch In J.C. Penney Earnings Report
J.C. Penney (JCP) is scheduled to report results of its third fiscal quarter before the market open on Friday, November 10, with a conference call scheduled for 8:30 am EDT. What to watch for: 1. TURNAROUND EFFORTS: Analysts and investors will listen for comments from the retailer on its cost cutting moves. Last year, J.C. Penney […]
Venezuela Just 24 Hours Away From Formal Declaration Of Default
Less than a week after Venezuela shocked the world by announcing it would proceed to restructure its massive external debt, even as it was within the grace period on hundreds of millions in unpaid interest expense, on Thursday the socialist nation confirmed it has never been closer to an official default after Reuters reported that Venezuela’s state […]
Norwegian Cruise Line (NCLH) Beats On Earnings In Q3
Based in Miami, Norwegian Cruise Line Holdings (NCLH – Free Report) offers cruises in various locations including those in the Caribbean, Mexico, Alaska, Europe, Hawaii, New England, Central America, North Africa and Scandinavia. The cruise line operator was founded in 1966 Norwegian Cruise Line’s track record with respect to earnings is good. The company has surpassed the Zacks Consensus […]
