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US Exploration Industry Holds Up Well: 4 Oil Stocks To Buy

US Exploration Industry Holds Up Well: 4 Oil Stocks To Buy

The energy sector has always been a key driver of the quarterly outperformance of the S&P 500 index. In the fourth quarter, the index recorded year-over-year earnings growth of 13.5%. However, excluding Energy, S&P 500’s earnings growth was 11.2%. Also, for first-quarter 2018, we expect Energy to surpass all other sectors, posting earnings growth of […]
Rocky Road For Roku When Lock Up Expires

Rocky Road For Roku When Lock Up Expires

The 180-day lockup period for Roku, Incorporated (ROKU) ends on March 27, 2018.       (Source for lockup expiration date is Edgar Pro. Images above.) When this six month period concludes, the company’s pre-IPO shareholders and insiders will have the ability to sell nearly 16 million shares of currently-restricted stock for the first time. […]
What Are Trade Wars And How Do They Affect Currencies

What Are Trade Wars And How Do They Affect Currencies

Trump’s tariffs on steel and aluminum put the phrase “trade wars” back into vogue. What are trade wars? How do they move currencies? What can we expect going forward? Here are some answers to trade wars. What are trade wars? The term trade war refers to countries imposing tariffs or other trade limitations such as […]
February 2018 Headline New Home Sales Continue To Slow

February 2018 Headline New Home Sales Continue To Slow

Written by John Lounsbury and Steven Hansen The headlines say new home sales declined. Our analysis also shows even more deceleration of new home sales. Sales prices were similar to last month. Analyst Opinion of New Home Sales This month the backward revisions were upward. Because of weather and other factors, the rolling averages are the way to […]
Is More Fed Transparency Worse For Markets?

Is More Fed Transparency Worse For Markets?

Obviously, Powell taking the helm at the Federal Reserve means potential policy changes, but that’s not the only thing that could change. The Fed’s communication strategy could also change. Its communication is how it delivers forward guidance. It’s arguable that the Fed’s forward guidance is the most important tool it has, so any change to […]
USD/CAD – Will It Break 1.28?

USD/CAD – Will It Break 1.28?

  The best performing currency this past week was the Canadian dollar, which rose more than 1.5% against the greenback. This move drove USD/CAD from a high of 1.3125 down to a low of 1.2825. The loonie’s gains were sparked by a sharp rebound in oil prices, stronger Canadian data and reports that the Trump […]
US Housing Starts At Highest Level In 2 Years

US Housing Starts At Highest Level In 2 Years

Real estate, in particular, housing data, is one of the most important gauges of economic health, and since the housing market collapse of 2008-2009, we’ve seen quite the improvement. According to data reported on Trading Economics, American housing starts (that is the construction of new housing units, and generally the most expensive form of housing units […]
Markets Sink After Trump Talks Tariffs On China

Markets Sink After Trump Talks Tariffs On China

President Donald Trump’s announcement of new China tariffs on Thursday sent the Dow Jones plummeting more than 700 points. The tariffs caused investors to fear that a trade war between China and the United States was in the offing. Companies that rely on foreign trade for the most of their operations were the biggest losers […]
Gold Juniors’ Q4’17 Fundamentals

Gold Juniors’ Q4’17 Fundamentals

The junior gold miners’ stocks have spent much of the past year grinding sideways near lows, sapping confidence and breeding widespread bearishness.  The entire precious-metals sector has been left for dead, eclipsed by the dazzling taxphoria stock-market rally. But traders need to keep their eyes on the fundamental ball so herd sentiment doesn’t mislead them. […]
Harvey And Irma Passed, Back To Same Procyclical Housing

Harvey And Irma Passed, Back To Same Procyclical Housing

Why does monetary policy pay so much attention to housing? The easy answer over the last twelve years is the bubble. It was hard not to, though for a very long time policymakers did attempt a systemic disavowal. But beyond the middle 2000’s housing mania, central banks have had a very keen interest in real […]