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Archives by Year:
‘Safe Haven’ No More? It’s Been A Good Run For These Stocks, But…
There is a vociferous debate going on right now about whether and to what extent small caps can continue to outperform going forward. Needless to say, this is tied up with the trade war discussion. Small-cap outperformance in 2018 has generally been attributed to the assumption that less international revenue exposure (relative to large caps) inoculates […]
Stocks And Precious Metals Charts – Land Of The Lotus Eaters
Stocks were drifting higher on a cloud of complacency, ignoring the trade war, and currency war, comfortable now that earnings season is behind us. Gold and silver were lower as the Dollar ticked a bit higher. Facebook stock was up a bit on the news that it was asking Wall Street Banks for financial information […]
Largest US Mattress Retailer Preparing To File For Bankruptcy
It has long been speculated that Mattress Firm, the US mattress retailing giant, was in a solvency crisis, largely as a result of the spectacular collapse of its parent, Steinhoff International Holdings NV following an accounting scandal in late 2017 and has been struggling to restructure the debt of some subsidiaries with its creditors. Now, […]
DXY Index Approaches Consolidation Resistance Near Yearly Highs
Talking Points: – The DXY Index is quickly approaching breakout territory after having traded in a sideways congestion over the past six weeks. – Unless trade war concerns flare up again, there’s nothing meaningful on the calendar until Friday’s July US Consumer Price Index that is of material interest to the US Dollar. – Retail traders are have faded both EUR/USD and GBP/USD losses, […]
SeaWorld Spikes After Reporting Quarterly Jump In Attendance, SEC Deal
Shares of SeaWorld Entertainment (SEAS) surged in afternoon trading, climbing the most in over five years, after the company reported a significant increase in theme park attendance as well as an agreement in principle with the Securities and Exchange Commission on its investigation. EARNINGS AND GUIDANCE: This morning, SeaWorld reported second quarter earnings per share […]
July Employment Report: 2 Years Of Job Growth Left?
It’s easy to get dismayed by the headlines because the total job growth in July was 157,000, which missed estimates for 190,000 jobs created. Usually, these reports have details which conflict with the headlines. This one is no different as the fundamentals of the labor market remain strong. The best part of this report was […]
Gold Market Update – Monday, August 6
Gold has had a rather hard time of it during the past several months, as we can see on its latest 1-year below, but its drop has been proportionate to the rally in the dollar and is therefore unremarkable. What this drop has achieved, which is a useful precursor to a recovery, is to finally […]
“Breadthless” Stock Gains Defy Economic, Bond Market Realities
Strong economic growth and low unemployment rates signal – as explained by President Trump at least – that you’ve never had it better America. Top that package of awesome off with an ever-increasing stock market bow and only a fool would argue that these are not the best of times and that we have reached […]
China’s Shanghai Index Approaching Free-Fall
I last wrote about China’s Shanghai Index in my post of June 19. This index is in bear market territory and is headed toward its last (monthly) swing low of 2638.30, as shown on the following monthly chart of SSEC. A break of that level could see a swift drop to its next major support level of 2260, or lower. Both the momentum (MOM) and […]
Arista To Pay Cisco $400M To Resolve All Pending Litigation
Arista Networks (ANET) disclosed that it entered into a binding term sheet with Cisco Systems (CSCO) which, upon execution of a final agreement, will result in the dismissal of all pending district court and International Trade Commission litigation between the parties. Under the binding term sheet, Arista will pay Cisco $400M by August 20. Cisco […]
