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E
                                                
                        Facebook’s Management Team Gets Stronger

E Facebook’s Management Team Gets Stronger

Facebook’s (FB) management team continues to get stronger with the recent addition of Susan Taylor as the chief accounting officer. Ms. Taylor comes over from LinkedIn (LNKD) where the company was focused on the white-hot social and mobile side of the economy, so this seems to be a brilliant pickup as she fits in well […]
EC
                        
                        Here Comes “The Fed Is Meeting!” Folly, Right On Schedule

EC Here Comes “The Fed Is Meeting!” Folly, Right On Schedule

If the past is prologue to the future, a 0.25% rate increase will send thousands of issues tumbling 3, 4, 5% and more.  Is it possible the portfolios of the income stocks and mutual funds (ETF, CEF or open-end) you own will be yielding 3, 4 or 5% less the day or month after the […]
Massive Cascade Of Eurozone Defaults Coming Up

Massive Cascade Of Eurozone Defaults Coming Up

As soon as any major country exits the Eurozone (and possibly some lesser ones), a cascade of defaults, unparalleled in history will commence. The only way to stop such a cascade would be if the ECB guaranteed (printed) enough euros to cover losses. Meanwhile, the already high Eurozone default risk keeps rising. From Eurointelligence via […]
Triple-Energy Whoosh

Triple-Energy Whoosh

Since the god-damned bulls got eight years to suck off the government teat, how about we bears we an eight years of destruction and mayhem, just to even the score? I could really get used to a market like this, where my short positions fall every single day. One other success is a long position, but don’t get fooled into thinking […]
J.Jill Debuts On NYSE Amid Continued Negativity On Retail Names

J.Jill Debuts On NYSE Amid Continued Negativity On Retail Names

As an unloved retail sector continues to grapple with the rise of e-commerce alongside declining mall and department store traffic, research firm Mizuho downgraded multiple names in the space Thursday on the industry’s still-cloudy outlook. The firm’s recommendation coincided with J.Jill’s (JILL) launch on the New York Stock Exchange, which was met with lukewarm response […]
Ulta Beauty Inc. 4Q Earnings Beat, But 2017 Forecast Mixed

Ulta Beauty Inc. 4Q Earnings Beat, But 2017 Forecast Mixed

Ulta Beauty Inc. (NASDAQ:ULTA) late Thursday [Mar 9, 2017 | 4:00pm] posted market-beating fourth quarter results, but its mixed 2018 outlook sent investors rushing for the exits in aftermarket trading.
Gold’s Relationship With Inflation

Gold’s Relationship With Inflation

Back at the top of the year, we wrote ETF prescriptions for the higher interest rate and inflation environment likely to emerge under the new administration (see “ETFs For High Rates And Inflation,”). Of the 11 ETFs we highlighted, none were gold portfolios. Why, several people asked me, did we forget bullion? Isn’t gold an inflation […]
Agriculture Markets Report – Thursday, Mar. 9

Agriculture Markets Report – Thursday, Mar. 9

A review of the day’s trading in the agriculture markets. Video Length: 00:11:40
A Review Of Commodities And Currencies – Thursday, Mar. 9

A Review Of Commodities And Currencies – Thursday, Mar. 9

Inflation-sensitive areas of the market were hit hard but then stabilized near the close. What is this spreadsheet telling us? The US Dollar is stronger relative to the Emerging Market currencies and the Euro. This means avoid commodities and the commodity-related stocks, and focus investments on US stocks over foreign. This chart below doesn’t look too […]
Does Buffett’s Big Buy Signal A Top In Apple?

Does Buffett’s Big Buy Signal A Top In Apple?

For decades legendary investor Warren Buffett refused to buy technology stocks. He missed the huge bull market in the mid to late 1990’s and people repeatedly questioned his decision in light of the obvious tech revolution. After the dot-com bubble burst he looked brilliant, for a while at least. Interestingly, Buffett avoided tech stocks not […]