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Archives by Year:
Amazon Versus The World
PETERBOROUGH, ENGLAND – NOVEMBER 15: A close-up of a packaged Amazon Prime item in the Amazon Fulfilment centre on November 15, 2017 in Peterborough, England. A report in the US has suggested that over half of all online purchases this Christmas will be made with Amazon. (Photo by Leon Neal/Getty Images) With Black Friday, pre Back […]
Updating The 3 Amigos Of The Macro
Okay, so the theme is that on the macro 3 events may come together to signal a big climax, leading to change. Those Amigos are… Stocks complete their rise vs. gold. 10yr & 30yr yields hit upside targets (and limitation points) around 2.9% & 3.3%, respectively. The yield curve finishes flattening (at least) and turns […]
The Big Four Economic Indicators: Real Personal Income In October
Official recession calls are the responsibility of the NBER Business Cycle Dating Committee, which is understandably vague about the specific indicators on which they base their decisions. This committee statement is about as close as they get to identifying their method. There is, however, a general belief that there are four big indicators that the committee weighs […]
VMWare (VMW) Posts Q3 Earnings Beat, Revenue Gains 11%
VMWare, Inc. (VMW) released its third-quarter fiscal 2018 financial results, posting non-GAAP earnings of $1.24 per share and revenues of $1.98 billion. Currently, VMW is a Zacks Rank #3 (Hold) and was up 2.69% to $123.34 per share in after-hours trading shortly after its earnings report was released. VMWare: Beat earnings estimates. The company posted non-GAAP […]
Why The Fed Might Be OK With Higher Inflation In 2018
Neel Kashkari: Minneapolis Fed President Is Fine With 2.7% Inflation On the day of the release of the Beige Report which showed price pressures are strengthening as economic growth is steady, let’s review a comment Neel Kashkari made about inflation. Neel did a Q&A on Twitter. One of the questions asked was what level of […]
V-Tops And V-Bottoms: Natural Gas Winter Volatility Is Back
Natural gas volatility has returned as traders attempt to price in variable heating demand expectations into the middle of December. After three straight days of rallying, today prices declined, and the decline was not small. The January natural gas contract pulled back almost 5% after reversing off the 60-DMA yesterday. As would be expected with […]
It’s More Than Just The Absence Of Acceleration, It’s The Synchronization Where There Should Be None
According to the latest ECB figures, as of yesterday total “liquidity” added to the European banking system for that central bank’s ongoing monetary “stimulus” was just shy of €2 trillion. The outstanding balance in the core current account (reserves) held on behalf of the banking system was €1.296 trillion. In the deposit account, banks are […]
McCain Mania Sends Dow Soaring To Record Highs As Yield Curve Collapse Continues
The longest short-squeeze streak in history continues… John McCain’s “Yes” at 1051ET seems to have been the catalyst that extended overnight gains into melt-up mania… (Small Cap smanaged to scramble back green on the day as Trannies rose 2%) But the Nasdaq remains red on the week… Futures show the crazy moves best… […]
OK, So Trees Don’t Grow All The Way To The Sky
Tempting fate — it never fails to disappoint. Yesterday’s regular trading day, after I proclaimed nothing could get in the way of this latest leg of a bullish trading wave, things did. Market participants who’d been riding an enormous wave of technology looked at their year-to-date gains in companies like nVIDIA (NVDA – Free Report) […]
Market Talk – Thursday, November 30
The tech sector took the label of responsibility overnight in Asia for the reason given for most declines. The Hang Seng suffered the most falling near 1.5% following Wednesday price action in the Nasdaq. Even Shanghai lost 0.6% which was a surprise given the promising PMI print (51.8% against a consensus of 51.4%). Energy and […]
