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Equity Market Conditions Assessment & Portfolio Allocation Intentions
This note has three parts: Short summary of our current market view and portfolio allocation implications Bullet point outline of details behind our thinking in 5 segments (Trend, Valuation, Sentiment, Breadth, Forecasts) Supporting graphics for most of the bullet points provided in 24 charts and tables. The short summary is of our market view and intended allocation actions for […]
Agriculture Markets Report – Wednesday, March 15
A review of the day’s trading in the agriculture markets. Video length: 00:08:43
A 17% Yield On The Verge Of An Upgrade?
Usually, a stock with a 17% yield has a lot of risk – especially its dividend. There’s a reason it yields 17% while its peers yield less than a third of that amount. Wall Street is telling you it expects the dividend to come way down… or that the company’s prospects are well below others […]
How Slick Are Oil Prices?
Trading Oil to the Downside WTI crude oil is currently trading at $48.43 per barrel on the Nymex and Brent crude oil is currently trading at $51.61 per barrel on the ICE. The price of crude oil has plunged approximately 10% over the past 8 days, ruffling the feathers of many in the oil industry. […]
China Is Again Selling US Treasuries As Foreign Central Banks Liquidate $45BN
After December’s brief dead cat bounce, in which foreign central banks bought $18.6 billion in US Treasuries, breaking a streak of 12 consecutive months of selling, in January they resumed their liquidation. According to the just released TIC data, foreign official institutions, which includes mostly central banks, but also sovereign wealth funds and various other […]
March Hike Was Just A Calendar Shift – Two Opinions
We gave 5 reasons for the fall of the dollar following the rate hike. Here are two additional opinions: Here is their view, courtesy of eFXnews: March FOMC: Today’s Hike Is An Early June Hike; 2 More Hikes In 2017 – SEB Following today’s Fed hike, SEB Research maintains its forecast of two more hikes in 2017 and three […]
Jabil Circuit, Inc. Q2 Earnings Beat The Street, But Forecast Looks Tepid
Jabil Circuit, Inc. (NYSE:JBL) late Wednesday [Mar 15, 2017 | 4:01pm] posted market-beating fiscal second quarter earnings results, although its third quarter outlook could badly miss Wall Street’s expectations.
How Germany’s Anti-Keynesianism Has Brought Europe To Its Knees
For a number of years now, Europe’s EMU has been seen skating along the abyss, suffering its worst economic crisis since WWII and flirting with outright deflation and/or breakup. The fragility of the euro currency union has been a cause of instability across Europe and beyond. The argument advanced in this paper assigns Germany a […]
Market Talk- March 15th, 2017
Another quiet session for Asia with closes small mixed. Toshiba was again a talking point after it lost 12% in today’s trading with the added possibility that it may delisted. China’s President, Xi Jinping, commented recently concerns surrounding President Trump and his views surrounding US trade partners; guess this will be hotly debated come the […]
Orbital ATK – Chart Of The Day
The Chart of the Day belongs to Orbital ATK (OA). I found the aerospace defense stock by using Barchart to sort today’s Top Stock to Own list first for the most frequent number of new highs in the last month, then again for technical buy signal of 80% or better. Since the Trend Spotter signaled a buy om 2/21 the stock […]
