Archives by Month:
- December 2024
- November 2024
- October 2024
- September 2024
- August 2024
- July 2024
- June 2024
- May 2024
- April 2024
- March 2024
- January 2024
- December 2023
- November 2023
- October 2023
- August 2023
- July 2023
- June 2023
- May 2023
- February 2023
- January 2023
- December 2022
- November 2022
- October 2022
- September 2022
- August 2022
- July 2022
- June 2022
- May 2022
- April 2022
- March 2022
- February 2022
- January 2022
- December 2021
- November 2021
- October 2021
- September 2021
- August 2021
- July 2021
- June 2021
- May 2021
- April 2021
- March 2021
- February 2021
- January 2021
- December 2020
- November 2020
- October 2020
- September 2020
- August 2020
- July 2020
- June 2020
- May 2020
- April 2020
- March 2020
- February 2020
- January 2020
- December 2019
- December 2018
- November 2018
- October 2018
- September 2018
- August 2018
- July 2018
- June 2018
- May 2018
- April 2018
- March 2018
- February 2018
- January 2018
- December 2017
- November 2017
- October 2017
- September 2017
- August 2017
- July 2017
- June 2017
- May 2017
- April 2017
- March 2017
- February 2017
- January 2017
- December 2016
- November 2016
- October 2016
- September 2016
- July 2016
- June 2016
- April 2016
- March 2016
- February 2016
- January 2016
- December 2015
- November 2015
- October 2015
- September 2015
- August 2015
- July 2015
- June 2015
- May 2015
- April 2015
- March 2015
- February 2015
- January 2015
- December 2014
- November 2014
- October 2014
- September 2014
- August 2014
- July 2014
- June 2014
- May 2014
- April 2014
- March 2014
- February 2014
- January 2014
- December 2013
- November 2013
- October 2013
- September 2013
- August 2013
- July 2013
- June 2013
- May 2013
- April 2013
- March 2013
- February 2013
- January 2013
- November 2012
- October 2012
- August 2012
- July 2012
- June 2012
- May 2012
- April 2012
- March 2012
- February 2012
- January 2012
- December 2011
- November 2011
- October 2011
- September 2011
- August 2011
- July 2011
- June 2011
- May 2011
- April 2011
- March 2011
- February 2011
- January 2011
- December 2010
- November 2010
- October 2010
- September 2010
- August 2010
- July 2010
- June 2010
- May 2010
- April 2010
- March 2010
- February 2010
- January 2010
- December 2009
- November 2009
- October 2009
- September 2009
- August 2009
- June 2009
- April 2009
- February 2009
- December 2008
- November 2008
- October 2008
- August 2008
- June 2008
- May 2008
Archives by Year:
More On Interest Rates And Time Preference
In a recent column for Mises Wire, Doug French raised very important issue of negative interest rates. Quoting Fleckenstein Capital He wrote, Yesterday a Parisian BBB-rated company (i.e., quasi junk) issued $500 million in three-year notes yielding negative 0.026%. We have been peppered with so many absurdities, nothing seems absurd anymore… French continues with his own […]
What I Learned About The S&P500 From Studying The US IPO Market
The US IPO market shows a familiar ebb and flow to the stock market price cycle. Studying the trends in IPO activity can yield interesting sentiment signals and provide extra context on the overall market environment. This article talks through US IPO trends, and includes some of the insights from a discussion on US IPO […]
Is Low Market Volatility Good Or Bad For The Bullish?
VIX, the widely followed market volatility index, is still near record lows most days. But VIX only goes back to 1990. So a low VIX tells us volatility is only low compared to what it’s been in the past 27 years. Stock market data goes back much further than 1990. Data for the Dow Jones Industrial […]
5 Best-Performing Stocks Of November
Markets enjoyed another month of strong gains, boosted by encouraging economic data and hopes surrounding tax reforms. Additionally, the Fed chose not to hike rates in November and offered a positive view about the U.S. economy. Significant progress was made on President Trump’s much-vaunted tax legislation. Ultimately, the House of Representatives finally passed the much […]
Interview On Bitcoin, Gold, And Uranium
I had the pleasure to be part of a year-end interview series on The Next Bull Market Move. Below is a reprint of the interview: Hi Justin, welcome back to The Next Bull Market Move. It’s been a while since we last spoke and as it’s nearing the end of the year I thought it would be […]
Is The Stock Market Cheap? – Monday, Dec. 4
Here is the latest update of a popular market valuation method using the most recent Standard & Poor’s “as reported” earnings and earnings estimates and the index monthly average of daily closes for the past month. For the earnings, see the table below created from Standard & Poor’s latest earnings spreadsheet. TTM P/E ratio = […]
Junk Bond Myths
What are high yield bonds? I don’t mean the textbook definition (corporate bonds with a credit rating below BBB), but how they actually behave in terms of risk and return. In attempting to answer this question, let’s address some common myths surrounding the asset class affectionately known as “junk bonds.” Myth #1: High Yield Bonds […]
Barclays Ups Blue Apron With ‘Stabilization’ Seen In Reach
Shares of Blue Apron (APRN) got a boost in morning trading after shares were upgraded by an analyst at Barclays, highlighting the promotion of Brad Dickerson to the meal-kit delivery company’s chief executive officer as a positive. The upgrade comes after shares were downgraded last week at RBC Capital, which cited the management change as […]
October 2017 Manufacturing New Orders Marginally Decline
US Census says manufacturing new orders marginally declined. Out analysis agrees – but the rolling averages were unchanged. Analyst Opinion of Census Manufacturing Sales According to the seasonally adjusted data, it was civilian aircraft / ships and boats that caused the decline. The data in this series is noisy so I would rely on the […]
No Brexit Deal Today – GBP/USD Crashes To Support
EC President Jean-Claude Juncker said that it is impossible to reach a deal today. However, big progress has been made and negotiations will continue. He is still optimistic about getting an agreement before the EU Summit on December 14-15th. Also UK PM May says that more consultation is needed. The pound dropped sharply and then […]
