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Exports Only Matter Because They Let Us Import
Among economics data watchers, a country’s exports enjoy a hallowed status. The ability of producers in country A to sell goods and services to people in other countries is taken as a sign of A’s economic strength, although the underlying metric for economic strength goes unmentioned. In addition, job counters across the spectrum constantly count […]
If You Believe There Was Too Much Money During The Monetary Panic, Then Why Not Heroin
November 2008 was an extremely busy month for authorities in the US. The financial markets had just undergone panic the month before, but rather than dissipate there were lingering indications that all was not yet over. On November 23, 2008, the Treasury Department, the FDIC, and the Federal Reserve issued a joint statement on Citigroup. […]
Snap, Crackle, & Drop: “Hottest IPO” Crashes As Bull Market Celebrates 8th Birthday
Judging by today’s VIX crush and USD/JPY ramp, this was the sound coming from The Eccles Building… 8 years ago today, the S&P 500 bottomed at 666…S&P earnings are up 78% since then.. and the S&P is up 247% The Dow bottomed on 03/09/09 at 6547 – 30Y yields were at 3.57%; The Dow is […]
Oh, SNAP
It only took three days as a public company to do so, but 100% of the public buyers of SNAP have now lost money. (And if you mention the $17 offer price, you have no clue what you’re talking about). The stock’sprice and the company’s user base will have something in common soon – – both […]
3 Stocks To Watch That Report Earnings Tomorrow – Tuesday, March 7
Urban Outfitters (URBN): About a month ago, Urban Outfitters reported preliminary sales results for the fourth quarter and full year fiscal 2017. In the three months ending January 31, net sales increased 2% from a year earlier to $1.03 billion. Comparable retail sales, including booming direct to consumer channels, came in flat largely on lower retailer […]
Bond Market Dancing To A Different Tune Than Equities
Whenever we see trends in the market we immediately look for confirming data points. With the impressive rise in equity markets since the election, we look at the bond market to see if there is agreement on all this bullishness. There isn’t. “The bond market is taking a totally different view from the equity market. […]
High Debt & Low Revenue Growth Didn’t Cause A Crash
The stock market was down Monday. The S&P 500 is down about 1% from its all-time high. Anytime the stock market has been down since the election, it’s bigger news than it normally would be because it’s been in almost a straight line higher. It is difficult to remember what a normal market is like […]
Invest Like Warren Buffett With These 5 Excellent Stocks
Any number of financial analysts, experts and asset managers would be eager to guide you about how to go about investing the Warren Buffett way. Yet, few have managed to match the success of this plain talking veteran who has consistently outperformed most other investors over an extended period. Buffett is always market-relevant, but there […]
Monday’s Biotech Insights: Concert Pharmaceuticals Inc (CNCE), TG Therapeutics Inc (TGTX)
Concert Pharmaceuticals Inc (NASDAQ:CNCE) shares skyrocketed today following the news that Vertex Pharmaceuticals (NASDAQ:VRTX) will acquire Concert’s deuterated Kalydeco variant, CTP-656, for $160 million upfront with up to $90 million in milestones. The drug is currently in phase 2 studies in monotherapy, with results expected in the fourth-quarter of this year. J.P. Morgan analyst Cory Kasimov commented, “We believe this […]
Beware The German “Hump”
I’ve talked tirelessly (well, I haven’t gotten tired of it, maybe you have) about the extent to which markets are or aren’t correctly pricing event risk around Europe’s trio of electoral trials by fire. For obvious reasons, the French elections have gotten the most attention. That’s probably justified given the fact that there’s a non-negligible chance that France accidentally […]
