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Following The Money May Have Solved EIA & USDA Data Mystery

Following The Money May Have Solved EIA & USDA Data Mystery

Market Analysis Since its inception in February 2015, the USDA’s Cur-rent Agricultural Industrial Reports has issued a Grain Crushing Report each month providing the breakdown of corn’s various uses within the industrial world of US starch, High Fructose Corn Syrup, alcohol and fuel ethanol. After limited data being available on corn’s industrial demand, this report […]
Stock Valuation: Target Corporation

Stock Valuation: Target Corporation

The following stock valuation is about a stock which experienced a heavy decline in its share price the past weeks due to a weaker performance in 2016 and a not so good looking outlook. It is about Target, which operates in the retail sector. A sector which will have a tough future due to a […]
Presidio IPO: Looks Hot

Presidio IPO: Looks Hot

Presidio, Inc. (Pending:PSDO) has filed an S-1/A, setting the terms for its upcoming initial public offering with the Securities and Exchange Commission. The company intends to sell 16,666,666 shares at a marketed price range of $14 to $16. It also has an additional 2.5 million shares as an overallotment option for its underwriters. If PSDO prices […]
Wholesale Trade Inventories Decline; Revisions Announced; First Quarter GDP Troubles Brewing

Wholesale Trade Inventories Decline; Revisions Announced; First Quarter GDP Troubles Brewing

According to the Census Department’s Monthly Wholesale Trade Report, inventories declined 0.2% in January. This is a negative for first-quarter GDP estimates. However, the Census Department issued an “Intention to Revise” notice so the whole report and back reports are suspect. Intention to Revise Monthly Wholesale sales, inventories, and inventories/sales ratios will be revised based on the results […]
These 4 Stable Inflation-Protected Stocks Are Likely To Be Around In 50 Years

These 4 Stable Inflation-Protected Stocks Are Likely To Be Around In 50 Years

Investors have a lot to gain by investing in inflation-protected stocks with a long time horizon.  “The single greatest edge an investor can have is a long-term orientation.” – Seth Klarman  A long-term orientation minimizes transaction costs and capital gains tax. Deferred capital gains tax can compound over time, leading to a ‘Buffett Loan’ of deferred […]
EUR Into ECB: Markets More Vulnerable To A ‘Slightly Hawkish’ Tilt

EUR Into ECB: Markets More Vulnerable To A ‘Slightly Hawkish’ Tilt

The ECB meeting is just around the corner (see full preview). Here is the view from Nordea: Here is their view, courtesy of eFXnews: We do not expect any changes to the ECB monetary policy when the Governing Council meets on 9 March. Although the headline inflation was already at the target in February at 2.0%, the […]
Charting The Maddening Market Messages

Charting The Maddening Market Messages

Why are we getting such diverging  and maddening market messages from the equity and bond markets?  Which one is right?  Are either right? MARKET PERCEPTIONS Let’s consider the perceptions of each of these markets: EQUITY MARKET  The Equity Markets perceives Trumponomic Policy SUCCESS  ahead and are aggressively pricing it in! The level of excitement has now reached the levels […]
CIA, WikiLeaks & Iwatch

CIA, WikiLeaks & Iwatch

In this new world of technology and its attendant problems of the hacking of gadgets and products, Apple’s iWatch now takes on a whole new meaning after WikiLeaks published material yesterday that is purported to be CIA documents and files related to U.S. intelligence cyber and spying activities. Apple (AAPL) is nearing a convergence of a couple […]
Canada’s Market Data Problem

Canada’s Market Data Problem

Canada’s equities markets are just like any other market. They are made up of buyers and sellers that exchange goods – in this case, securities. Information is what allows buyers and sellers to make decisions in the market. However, if that information is inaccurate or incomplete, it can impact the health of the market. INFORMATION […]
Central Banks Have Completely Destroyed Financial Markets

Central Banks Have Completely Destroyed Financial Markets

Video Length: 00:11:19 It is funny when strategists come on and talk about market targets as if asset prices would be anywhere near these levels without Central Banks and their artificial hand in the markets.  The tail risk is beyond any finance models ever constructed right now, literally every stock in the world could go […]