Archives by Month:
- 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:
The Commuter Parking Tax Break
Many employers provide parking to employees who commute to work, which can be viewed as an untaxed fringe benefit of their jobs. The value of this benefit depends on where the parking is located. If the employer is in a uncongested suburban or rural area, where parking is generally free for everyone, then the value […]
Heading Into The Long Weekend Stocks Getting A Buy But So Are Treasuries
A bit of a curious start to the last day of trading with stocks and treasuries getting a buy. Chris Temple joins me to outline that factors at play to end the quarter. We also discuss how political factors have caused some serious volatility in the markets this quarter and what we should expect and […]
Chicago PMI Plunges To 1 Year Lows (But Inflation Is Surging)
For the 3rd straight month, Chicago Purchasing Managers are losing their religion as the business barometer is battered to 12-month lows(with the biggest drop in three years). Chicago PMI printed a gravely disappointing 57.4 in March (against expectations of a rise to 62.0 from February’s 61.9 print)… This is below the lowest analyst’s estimate… (Forecast range 59 […]
Our Highest-Conviction Fixed Income Trade Over The Next 2 Years
On March 21, the Federal Open Market Committee voted to increase the Federal Funds Rate target for the sixth time since December 2015. As the Federal Reserve (Fed) continues to tighten policy, the ability to generate returns in short-dated fixed income has increased. In response, investors have piled nearly $6.7 billion over the last year into two exchange-traded funds (ETFs) that […]
Gold’s Old Friend Comes Back
Remember LIBOR? The interest rate which soared during the global financial crisis? It’s on the rise again, but almost no one is paying adequate attention to it. We are – and we will analyze for you what this means for the gold market. Hello LIBOR, My Old Friend Simon and Garfunkel sang about darkness, the […]
Scrooge’s Income ‘L’
We keep revisiting the concept of “residual seasonality” quite purposefully, even though on its face it is an absurd one. It is in every way emblematic of the current state of Economics and the commentary derived from it. Residual seasonality is the kind of delusion that has become commonplace, a coping mechanism for an economy […]
Amazon Stock: What Might Donald Trump Actually Be Able To Do?
Amazon.com, Inc. (Nasdaq: AMZN) stock settled in for a second consecutive day of declines on Thursday following President Trump’s latest tweet about the online retailer. It seemed to confirm what we heard earlier this week, which was that the president was said to be “obsessed” with Amazon. However, analysts have been quick to try to calm […]
EUR/USD, GBP/USD Test Support; USD Jumps To 90.00 As Quarter-End Nears
DOLLAR BULLS SHOW UP AS END OF Q1 NEARS While equities were on the move earlier in the week with currencies taking a back seat to the action, the roles reversed yesterday as the US Dollar shot-higher while the S&P 500 meandered within a range. The big item over the past 24 hours was a jump of USD strength as DXY rallied back-above […]
April Seasonality For Commodities ETF
Our amazing new Stock Seasonality Tool lets users track seasonality trends for any stock, ETF, index, or asset class over any time period throughout the year.With the month of April starting up next week, we wanted to show how the various commodities ETFs have historically performed during the month. The chart below is a direct snapshot from […]
What’s Really Driving Expedia Inc’s Declining ROE?
Expedia Inc. (Nasdaq: EXPE) delivered a below average 6.4% ROE over the past year, compared to the 8.8% return generated by the Consumer Discretionary sector. Expedia’s results may indicate management is running an inefficient business relative to its peers, which may very well be the case, but it is important to understand what ROE is made […]
