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Archives by Year:
Significant Decline In Stocks On The Cards!
There is a whole lot going on across the markets after today’s trade! And a lot of opportunities developing in the charts. So let’s not waste time chatting, and get right into it! UPCOMING RISK EVENTS: USD: Revised UoM Consumer Sentiment.EUR: German Retail Sales m/m.GBP: BOE Gov Carney Speaks, Construction PMI, Prime Minister May Speaks.JPY: n/a. […]
The Brown Earth Dog Is A Fire Breathing Dragon
The dragon dance is a customary way to celebrate the Chinese New Year. We all know what dragons breathe-FIRE! Furthermore, where there’s smoke, there’s fire. Plus, as the element this year of the brown earth dog is water, bulls now have to hope its enough water to put out the fire, rather than just enough water to […]
Gap Shares Rally On Strong Earnings, Total Comps Up 5%
Gap Inc. (GPS – Free Report) just released its fourth quarter fiscal 2017 financial results, posting earnings of 61 cents per share and revenues of $4.8 billion. The stock is 9% to $34.55 per share shortly after the report was released. Currently, GPS is a #2 (Buy) on the Zacks Rank, and our consensus estimate […]
There Is An Agriculture Problem
Stock markets up on a stick. Valuations stretched. Bond yields near sixty-year lows. Real returns basically zilch. A decade of global financial repression has forced investors everywhere out the risk curve. Nothing is cheap. There is a reason that top quantitative research shops like GMO have forecasted future returns that look like this: Cries of that awful […]
13% Chance Of A Recession In 12 Months
Worst Decline In 2 Years With the S&P 500 falling 2.37% in the past two trading days, February closed with a whimper. Sometimes new money flows in on the first day of the month, so we’ll see how that plays out on Thursday. As you can see from the chart below, February was down 3.24% which […]
March 2018 Economic Forecast: Marginal Improvement
Econintersect’s Economic Index (EEI) marginally improved but remains in territory associated with modest economic growth. Analyst Summary of this Economic Forecast Last month was a terrible month for the data we used in making our forecast. This month was significantly better with our single month in territory associated with strong growth. But as we use […]
Another EIA Print Hits Expectations Perfectly
March natural gas prices settled up a bit more than a percent on the day following an EIA print that came in right at expectations. The EIA announced a net implied flow of -78 bcf, which was a withdrawal significantly larger than for the same week last year but much smaller than the 5-year average. […]
One Week, Three YieldCo Deals. Are More Buyouts On The Horizon?
It’s been a busy several days in the YieldCo space. On February 5, 8point3 Energy Partners (Nasdaq:CAFD) announced an agreement to be acquired by an infrastructure investment fund managed by Capital Dynamics. While I was still writing an article on why the sale price was at a virtually unheard of discount relative to the stock market price, two more YieldCo […]
Steel Stocks Fly: Trump Tariffs Weigh
President Donald Trump said the U.S. plans to impose 25 percent tariffs on steel imports and 10 percent on aluminum, and expects to sign a formal order next week. The stock market got hit hard on the news while stocks in the steel sector are reaction, with US Steel (X) and AK Steel (AKS) big movers. “We’ll […]
VMware (VMW) Q4 Earnings & Revenues Beat, ’19 View Positive
VMware Inc. VMW delivered fourth-quarter fiscal 2018 non-GAAP earnings of $1.68 per share, which beat the Zacks Consensus Estimate by a nickel and increased 17.5% from the year-ago quarter. Notably, VMware revised its fiscal calendar effective Jan 1, 2017. The company’s first fiscal year under its revised calendar began on Feb 4, 2017 and ended on Feb […]
