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Archives by Year:
E Cars.com: An Uncomfortable Hold
Cars.com (CARS) is a leading online automotive marketplace. We have utilized the website as both a consumer and as investors in this company. You may recall that Cars.com is a Tegna (TGNA) spinoff. Tegna, whose main business operations are in TV stations and selling advertising, spun off Cars.com back in June 2017. The spinoff was […]
The Right Scores A Big Win In Italy And Threatens Economic Collapse In Europe
Italian Election Results Threaten Economic Collapse in Europe The political scenario is complex at best, but while stock exchanges appear to have ignored the results of the Italian election (or have already accounted for it), there are plenty of reasons you should be concerned about your investments. A stock market crash in the short term […]
Urban Outfitters: All About Guidance
Urban Outfitters (URBN) reports quarterly earnings after-hours. Analysts expect revenue of $1.08 billion and eps of $0.63. The $1.08 billion estimate likely reflects a very strong holiday season. Other retailers have also experienced strong holiday sales, which connotes consumer spending remains strong for now. In the previous quarter, Urban Outfitters blew the market away with […]
Why Investors Go To Copper As An Inflation Hedge
Every year, a vast amount of copper is used by the global economy to manufacture a wide variety of goods. It’s a major ingredient in big-ticket consumer goods like autos, appliances, electronics, and new homes. Simultaneously, copper is also gobbled up for many industrial uses including telecommunications, utilities, construction, and industrial machinery. AN ECONOMIC BELLWETHER […]
E Cocoa Prices Lower On Profit Taking
Cocoa Futures Cocoa futures in the May contract is breaking a 3-day winning streak currently trading lower by 5 points at 2441 as the volatility certainly has increased over the last several sessions as prices have skyrocketed in recent days. I have been recommending a bullish position originally in the March contract as then we […]
Precious Metals Market – A Sign Of Improvement?
Since the cyclical top in gold prices (July 2016), the silver/gold ratio has been steeply going down: source: Stockcharts.com Well,it is not a pattern the gold bugs are looking for. Generally, the silver / gold ratio and gold prices go in tandem – the opposite pattern supports a bearish thesis on precious metals. And […]
The Pop In PMs And Sectors To Focus On In 2018
(Audio length 00:15:50) Chris Temple joins me today with some initial comment on the pop in precious metals today. We also chat about other sectors that Chris sees opportunity in that are outside the metals complex.
Global Equity Winners And Losers
For anyone who has been looking at the detail across sectors, factors, and styles in global equities, there have been a couple of peculiar and extreme standouts. Relative performance across a select few factors and styles seem to have accounted for much of the new bull market in global equities, and what’s interesting is, the […]
How Can This Be The Best Performing Industry Group In The S&P 500?
In an earlier post looking at breadth among the different industry groups in the S&P 500, we noted that Retailing was the top performing group in the S&P 500 YTD with a gain of over 15%. Looking at the table below, however, you would have hardly guessed by looking at the performance of brick and mortar retailers […]
US Factory Orders Decline 1.4% As Expected: Signs Of Life?
The consensus got this right but the advance estimates helped. As one might expect, Econoday sees signs of life. Today’s factory orders report, down 1.4 percent at the headline level but showing life underneath, closes the book on what was a mixed to soft month of January for manufacturing. Aircraft has been a bright spot for the factory […]
