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Archives by Year:
Tapestry Rises After Quarterly Results As Coach Grows, Kate Spade Decline Slows
Shares of Tapestry (TPR) are on the rise after the company, formerly known as Coach, beat consensus estimates for the fourth quarter, driven by strong performance of its Kate Spade as the death of the namesake founder in June stoked nostalgia for the brand. Commenting on the quarterly results, Loop Capital analyst Laura Champine recommended […]
Advance Auto Parts, Inc. Shares Gain $11 On Strong Q2 Results
Advance Auto Parts, Inc. (NYSE: AAP) Auto parts retailer, Advance Auto Parts came out with an upbeat second-quarter report early Tuesday, which sent its stock on an upward run. The Roanoke, Virginia-based company finished above Wall Street expectations on both profit and sales. Advance Auto Parts also boosted its revenue forecast for the full year and announced plans to […]
E Procter & Gamble Offers Reliable Income And Compelling Total Returns
Procter & Gamble is one of the biggest consumer good companies in the world. The company managed to increase its dividend every year for more than 6 decades, which makes Procter & Gamble (PG) one of the Dividend Kings. These are companies that have increased their dividends for at least 50 years in a row. […]
Chart: Global Equity PE10 Valuations – Tuesday, August 14
As the pressure comes down on global equities – particularly global Ex-US (and particularly emerging markets) – valuations have likewise come down. But the movement in valuations is so far relatively small.US PE10 valuations have clawed back much of the decline, while emerging market valuations have moved to new lows for the year, down -15% since the top […]
EUR/USD Outlook Mired By Oversold Signal
EURO TALKING POINTS EUR/USD slips to fresh 2018 lows even as the Euro-Zone Gross Domestic Product (GDP) report instills an improved outlook for the monetary union, with the exchange rate at risk for a further decline as the bearish momentum appears to be gathering pace. EUR/USD OUTLOOK MIRED BY OVERSOLD SIGNAL The Euro is back under pressure despite […]
Turkish Crisis Used As An Excuse For Pullback
Turkish Crisis – Stocks Selloff On Monday Although I mentioned in a previous article emerging market weakness could be a catalyst which helps cause the American economy to decelerate in 2019, I think the Turkish crisis is being used as an excuse for an overbought market to selloff. The S&P 500 declined 0.4% and the […]
Household Debt And Credit Report: Up By $82B In Q2
The latest household debt for Q2 2018 was up 0.6% from Q1 and currently at $13.29T and at its peak. Here is an excerpt from the latest press release: NEW YORK—The Federal Reserve Bank of New York’s Center for Microeconomic Data today issued its Quarterly Report on Household Debt and Credit, which shows that total household […]
Forget About Turkey: Asia Is The Elephant In The Room
Back in November 2016, the BIS picked up on a topic we have often discussed over the years, namely the critical role that dollar abundance (or shortage) plays in defining market stress, and going one step further, published a research report which made the striking claim that while the VIX was now dead as an indicator […]
Gold Bugs Just Can’t Catch A Break
It’s been a bad year to be a gold bug: after moving up from $1300 to $1360 through the month of January, gold has dropped sharply through Q2 and Q3 to date, dropping below $1200 as of writing. While an 8% drop year-to-date is hardly an earthshattering development (lately, that’s been just a bad day […]
Three Things I Think I Think – Shrinkage, Inflation & Trickle Down
Here are some things I think I am thinking about: 1) Shrinkage in the markets! There has been a lot of chatter lately about the shrinking of the public markets. This NY Times piece says the shrinkage is a problem for everyone. It cites this excellent NBER piece by people much smarter than me. Long story short, there used to […]
