June 2018 -

The Market’s Little Helper: S&P 500 Dividends And Buybacks Hit $1 Trillion Annual Rate In Q1

Jun 30, 2018 Jeremy Parkinson Finance 0

The Big Four Economic Indicators: Real Personal Income In May

Jun 30, 2018 Jeremy Parkinson Finance 0

Official recession calls are the responsibility of the NBER Business Cycle Dating Committee, which is understandably vague about the specific indicators on which they base their decisions. This committee statement is about as close as they get to identifying their method. There is, however, a general belief that there are four big indicators that the committee weighs […]

Retailer J Jill IPO’d At A Bad Time, But You Can Buy At A Good Time

Jun 30, 2018 Jeremy Parkinson Finance 0

J Jill, a retailer of its own brands of women’s apparel, is not sizzling right now. And that, in my experience, is the best time to consider buying a such a stock. But this isn’t a naive buy-any-shunned-stock contrarian play. Instead, think of it as thoughtful contrarianism. Why this Stock is Being Considered It’s important, […]

Book Bits – June 30, 2018

Jun 30, 2018 Jeremy Parkinson Finance 0

By Alissa QuartExcerpt via Money Magazine “Surplus humans.” That’s the callous term Karl Fogel, partner at Open Tech Strategies, an open-source technology firm, used when describing the unwitting employee-victims of advances in automation. Cruelty aside, it’s a term that could easily describe once secure “middle-class” professions, including jobs in the automotive industry, nursing, tax preparing, […]

Emerging Market Crisis Spreads To The Core, Central Banks Face Catch-22

Jun 30, 2018 Jeremy Parkinson Finance 0

One of the reasons “data-driven” central banks are given wiggle room on their pledge to tighten monetary policy is the fact there are several definitions of inflation. In the US the thing most people think of as inflation is the consumer price index, or CPI, which is now running comfortably above the Fed’s target. But […]

For A Fiscal Neutrality Amendment

Jun 30, 2018 Jeremy Parkinson Finance 0

For a Fiscal Neutrality Amendment Against the dogmatic ignorance of a proposed amendment to the US constitution mandating a balanced budget, I propose an alternative, a fiscal neutrality amendment: “No unit of government within the United States may establish voting or other decision procedures that embody a bias in favor of either higher or lower […]

Is The Midstream Sector A Source Of Stable Dividends?

Jun 30, 2018 Jeremy Parkinson Finance 0

Over the past few years, the midstream space has witnessed tremendous change. About a year after the oil price collapse in 2014, oil production in the US began to decline. As both volumes and commodity prices went down, midstream companies that had pursued growth at all costs, levered up the balance sheet in pursuit of […]

Tech Stocks Step Into The Second Half

Jun 30, 2018 Jeremy Parkinson Finance 0

Tech stocks step into the second half now. We had been bullish that we’d come out of Q1 with good guidance. Q2 earnings reports should also see good guidance so we expect good reactions. The question is the macro. Finger On The Trigger For Earnings Season We had no clarity from President Trump on trade Friday as […]

Lookin’ For Some Hot Stuff

Jun 30, 2018 Jeremy Parkinson Finance 0

A twist to Donna Summers’ sizzling 1979 hit, we investors are always lookin’ for the next hot stuff to trade. Like a house draped in skeletal heat, finding picks in all the familiar places, might just put your P&L up in smoke. This market appears about to shift. I have read several stories since I began talking […]

How The US Dollar May Impact Emerging Markets In 2018 And 2019

Jun 30, 2018 Jeremy Parkinson Finance 0

The US Dollar is known to have profound impacts on other markets once it rises or falls sharply. Think of the US Dollar rally in 2015 which caused crude oil to crash, but also serious Dollar weakness in 2016 resulting in the strong rise in emerging markets and base metals. These examples reveal the outspoken negative correlation […]