Archives by Month:

Archives by Year:

October 2017 Headline Existing Home Growth Improves

October 2017 Headline Existing Home Growth Improves

The headline existing home sales growth improved with the authors saying “While the housing market gained a little more momentum last month, sales are still below year ago levels because low inventory is limiting choices for prospective buyers and keeping price growth elevated.”. Our analysis of the unadjusted data agrees with the headline data. Analyst […]
Two High-Profile Oil Scandals Every Investor Needs To Know About

Two High-Profile Oil Scandals Every Investor Needs To Know About

Achieving a level playing field is sometimes all in the eye of the beholder. It involves the ability to value actual assets following a wave of serious corruption revelations. All of these involve putting a price on trades once oil moves into the wider market. It all started a month ago when, on the same […]
What’s Next For The Top Internet Stocks

What’s Next For The Top Internet Stocks

How has Amazon completely changed the landscape for many industries – and new opportunities that lie ahead. If the competition for Netflix is heating up, are they prepared for a fight? Snap vs Twitter vs Facebook – the social media battle royale; Where smaller Internet names, like Yelp and GrubHub, fit in; New opportunities for […]
SPX Hits 2600 As Social Chaos Churns

SPX Hits 2600 As Social Chaos Churns

I last wrote about the SPX:VIX ratio in my post of October 25. I mentioned that if the price dropped and held below the 200 level, expect volatility to increase and weakness to set in on the SPX…and, that if it failed to do so, we could see the SPX reach 2600 before such a scenario may ensue. Since that date, we’ve seen the SPX stabilize somewhat, […]
Campbell (CPB) Misses On Q1 Earnings & Sales, Stock Down 8%

Campbell (CPB) Misses On Q1 Earnings & Sales, Stock Down 8%

Campbell Soup Company (CPB – Free Report) posted first-quarter fiscal 2018 results, wherein both earnings and sales missed the Zacks Consensus Estimate and declined year over year. This marks the third consecutive quarter of negative earnings surprise with fourth straight revenue miss. Per management, the underperformance was due to a volatile operating environment along with intense competition and […]
Is This The Real Reason Why The Treasury Curve Has Been Collapsing For A Month?

Is This The Real Reason Why The Treasury Curve Has Been Collapsing For A Month?

A ‘funny’ thing happened a month ago. The Treasury yield curve suddenly started to collapse… despite gains in stocks and positive economic data surprises… the question is, why? Here’s one possible reason why: Originally submitted by GovTrader, TL/DR: Tax reform creates pension fund incentive to buy 30yr bonds NOW. Currently, the top corp tax rate in the US […]
Visiting The Bearish Narratives

Visiting The Bearish Narratives

Stocks Are Expensive The current market is expensive, but earnings momentum and global growth from the emerging markets are keeping the stock market up. The time the expansion has left is dwindling as the yield curve has been flattening lately. However, the last couple years of gains in a bull market are usually the highest, […]
Bearish Watch-List

Bearish Watch-List

How much more depressing can these bearish watch-lists become? Yes, I still maintain one, but sometimes I do question the sanity behind doing so. Nonetheless, I think it is still important, because one day, this honeymoon between the market and the traders that trade in it, will end, and only the prepared will benefit from […]
Things To Be Thankful For: 2017 Market Returns

Things To Be Thankful For: 2017 Market Returns

Below is an updated look at our asset class performance matrix showing total returns for ETFs so far in 2017. We also show total returns so far this month and in the fourth quarter. Aside from a few areas like the US Energy and Telecom sectors plus oil and natural gas, every other asset class on […]
Turkey ETF Slides Ahead Of Thanksgiving On Political Crisis

Turkey ETF Slides Ahead Of Thanksgiving On Political Crisis

A Thanksgiving spread is not laid until the Turkey makes its presence felt on the table. Apart from the bird, another Turkey has been grossing investors’ attention this Thanksgiving. Yes, we’re talking about the country called Turkey. Let’s look at the investment odds surrounding this country right now and see why it’s not winning favor. […]