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Archives by Year:
Trump Throws Cold Water On Amazon Rebound, Says Postal Service Is Bezos ‘Delivery Boy’
Well, if you were hoping that Donald Trump wasn’t going to tweet anything about Amazon on Thursday and in the process throw a monkey wrench in tech’s effort to rebound from this week’s malaise, you’re going to be disappointed because on the heels of yesterday’s Axios report that sent the shares plunging the most since […]
Do Stocks Really Like Higher Rates?
LPL Research recently penned an interesting post entitled “Why Stocks Like Higher Rates.” “What does it mean for equities if rates and yields do indeed go higher? Fortunately, to the surprise of many, stocks historically do very well when rates increase. Since 1996, stocks gained all 11 times we saw higher rates,” Here is the conclusion: “Not […]
Uncertainty Hits UK Car Sales
Purchasing a brand-new car for an individual or as a company car is clearly discretionary spending that need not be undertaken. Across Europe, the sale of new vehicles continues to grow with new vehicle sales in Germany and Spain predicted to increase by 4 and 4.7%, respectively this year. In Italy and France, the growth […]
Mineral Resources Does The Hard Stuff
The basic sector has thirteen industries all related to mining, making and delivering essential commodities. They are: agricultural inputs; aluminum; building materials; chemicals; coal; copper; paper; gold; silver; specialty chemicals; steel. Today I’m reviewing a mining resources company. It’s a mid-cap stock, Mineral Resources Limited. It’s trading ticker symbol is MALRF. Mineral Resources Ltd is […]
10-Year/2-Year Treasury Yield Spread Falls Below 50 Basis Points
Two Federal Reserve officials have recently dismissed it. But a research note published this month by the San Francisco Fed paper advises that the yield curve is still a relevant economic signal for monitoring the business cycle. The disparate views within the central bank arise as the yield difference between the 10-year and 2-year rates […]
Tainted Crude
Once I ran to you (I ran) Now I’ll run from you, this tainted crude you’ve given. I give you all the reserve could give you. Take my oil and that’s not nearly all, oh tainted crude, tainted crude. Take my tears and that’s not nearly all, Oh tainted crude. Is oil From the US […]
Deep Value And Conservative Baselines Create Room For Upside EPS Surprises In Japan
Fears of trade wars and political uncertainty cannot distract from the fundamental improvement in the profitability of corporate Japan. In fact, the surge in Japanese earnings has far outpaced that of U.S. companies: Over the past five years, S&P 500 companies delivered a 24% rise in EPS, while TOPIX companies’ EPS surged 135%, from ¥51 in March 2013 to ¥120 […]
Morning Call: Global Stocks Mostly Higher As Technology Stocks Recover
Overnight Markets And News Jun E-mini S&Ps (ESM18 +0.34%) this morning are up +0.37% and European stocks are up +0.66% as technology stocks recover after two days of losses. Also, European automakers are higher on M&A activity after Renault SA and Nissan Motor were said to be in merger talks. Strength in Germany’s labor market is […]
HH Are We Sleepwalking Into The Next Oil Crisis?
One school of thought is that future oil demand is set to decline because consumers will have better options. Many in this “peak demand” camp believe that the growth of electric vehicles will soon make oil obsolete. That’s a relatively painless view of the future and is consistent with much of our past experience. Old technologies are […]
Happy Brexitversary
Traditional Markets Volatility continues in some places more than others. The tech sector, in particular, is seeing a mass effort from analysts to re-evaluate what the value of intangible assets should be. Traders had been piling into Fangs for years already without really giving much thought about what they’re buying or what they’re paying for […]
