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:
USDJPY – Back To 108.00?
In his first testimony in front of Congress, Jerome Powell handles himself with aplomb, proving to be able stewart of the US monetary policy while handling the often inane questions from politicians with admirable restraint. Although Mr. Powell offered no new insights into US monetary policy, he did state that he thought that the US […]
Fear The Terminator
The problem with prolonged stagnation is that the costs associated with it are not strictly economic in nature. There is, of course, the substantial loss in terms of opportunity cost or output that should have happened. But more than that, any society caught within the viselike grip of such malaise is a frail one subject […]
AutoZone: We Had High Hopes
You may recall that we had high hopes for AutoZone, and projected a great fourth quarter because winter was looking like it was going to be incredibly harsh. Well, as it turns out, our call for the weather was correct, but performance was lack luster. In this column we address the performance of the name and […]
Market Talk – Tuesday, February 27
Not such a convincing day today for Asia as Shanghai and Hang Seng returned yesterday gains, whilst the Nikkei and ASX added to the move. Both the mainland and HSI attempted gains but were quickly rejected soon after the open. These moves have reversed only some of the recent gains but probably expected ahead of […]
Some Bullish Trade Setups To Watch
Looks like the S&P 500 is on track for its first negative return since March of 2017. Sure, we could rip off another monster rally tomorrow, but the odds are not favorable for finishing in the green. But give this market some credit, considering that it was trading about 9% lower than where it where […]
GDPNow “Real Final Sales” Forecast Dips To 1.6%
Poor housing reports and poor economic reports on durable goods and international trade took a toll on GDP estimates. The latest GDPNow forecast is 2.6%, down from and 3.2% on February 16, 4.0% on February 2, and 5.4% on February 1. After this morning’s Advance Economic Indicators and durable manufacturing reports from the U.S. Census Bureau, the […]
Biotech Crushing The Market: Best ETFs & Stocks YTD
Biotechnology sector, which includes the fast-growing companies in the health care world, are easily crushing the overall market and broader health care sector so far this year. This is especially thanks to a wave of mergers and acquisitions, encouraging trends as well as the new tax legislation. Mergers & Acquisitions Recent mergers and acquisition talks/rumors […]
2018 Earnings Estimates Are Likely Done Increasing
The Estimates Are Done Rising The Q4 2017 earning season is now almost over. I will be reviewing the S&P Dow Jones numbers, but first let’s look at the chart which shows future expectations. With the GAAP earnings being hurt by tax related write downs in Q4, the future estimates are the most important aspect […]
A Turnaround Story Failing To Produce Profits
Investors love a good turnaround, where a struggling firm restructures to achieve newfound profit growth. Too often, during the turnaround, investors overlook issues and send shares higher regardless of signs that the turnaround is not working as expected. They get caught up in the turnaround story and don’t realize until too late that the story […]
WTI Dips On Report OPEC-Shale Firms To Meet
WTI/RBOB prices limped lower after Reuters’ headlines reported OPEC officials will meet with U.S. shale firms at a dinner Monday in Houston, citing two unidentified industry sources. With US crude output surpassing Saudi’s and nearing Russia’s, OPEC is desperate for US Shale firms to stop ruining the production-cut-deal party. Reuters’ headlinesOPEC Secretary General Mohammad Barkindo plus other OPEC officials […]
