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Archives by Year:
Curve Flattens
With an FOMC rate hike all but guaranteed this Wednesday, rates markets will likely be the subject of a lot of investor focus this week, and one part of the market that bears watching is the yield curve. Of all the different tools used by economists to forecast recessions, one of, if not the, most reliable […]
GBPUSD: Rallies On Bull Pressure
GBPUSD pair continues to retain its upside pressure rallying on Monday. Support lies at the 1.4000 level where a break will turn attention to the 1.3950 level. Further down, support lies at the 1.3900 level. Below here will set the stage for more weakness towards the 1.3850 level. Conversely, resistance stands at the 1.4100 levels […]
Secular Trends In Residential Building Permits And Housing Starts – Monday, March 19
On Friday, we reported separately on the latest residential building permits and housing starts in the government’s monthly report, courtesy of the Census Bureau and the Department of Housing and Urban Development. Despite the fact that both are monthly SAAR series (seasonally adjusted annualized rate), they are exceptionally volatile and subject to extensive revisions. Thus it is unwise to […]
Time To Follow Tesla Executives And Run For The Hills?
In late January, we noted that Tesla (TSLA: $342/share) CEO Elon Musk’s executive compensation plan raised significant red flags. Since then, proxy advisor Glass Lewis recommended investors vote against the proposal, which could grant Musk performance-based options worth over $2.6 billion. The red flags haven’t stopped there. More executive departures, more missed production projections, and competitors taking […]
Standing Ready To Lease Gold
We will take another break from capital destruction, to treat a topic which has come up this week. On March 11, we said: “…central bankers do not think about gold. Granted, they once did. In the 1960’s, there was the now-infamous London Gold Pool to keep the price of gold at $35. This is endlessly […]
Canadian Solar Q4 Earnings & Sales Miss Estimates
Canadian Solar Inc. (CSIQ – Free Report) reported fourth-quarter 2017 earnings of $1.01 per share, missing the Zacks Consensus Estimate of $1.03 by 2%. The company had reported a loss of 23 cents per share in the year-ago period. Canadian Solar Inc. Price, Consensus and EPS Surprise Canadian Solar Inc. Price, Consensus and EPS Surprise | Canadian Solar Inc. Quote […]
Oil: Sanction It Is
There is a lot on the plate for oil this week. Not only do we have the Fed meeting we have the possibility of new sanctions on Russia and the potential pullback from the Iranian nuclear deal. This came against a backdrop of surging global demand for oil and related products. The Fed should raise rates […]
Meritage Homes Belatedly Pivots Toward Entry-Level Home Buyers
I had high hopes for Meritage Homes (MTH) before and after the company reported earnings last month. Home builders were leading the market into a big sell-off, and I expected MTH to set the record straight on the health of the housing market. The headline earnings were solid but not quite inspiring enough. The stock […]
U.S. Quality Dividend Growth: An Alternative To The S&P 500
We are coming up on five years since we launched the WisdomTree U.S. Quality Dividend Growth Fund (DGRW), our $2.13 billion ETF1 that tracks the WisdomTree U.S. Quality Dividend Growth Index. Its benchmark is the NASDAQ US Dividend Achievers Select Index, but figure 1 also includes the S&P High Yield Dividend Aristocrats and the S&P 500 Indexes. Figure 1: WisdomTree U.S. Quality […]
Recession: When You See It, It Will Be Too Late
“There are no signs of recession. Employment growth is strong. Jobless claims are low and the stock market is up.” This is heard almost daily from the media mainstream pablum. The problem with a majority of the “analysis” done today is that it is primarily short-sighted and lazy, produced more for driving views and selling advertising rather […]
