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Just A Coupla Charts
I wanted to share a couple of charts that have little to do with one another on this records-highs-are-everywhere day. First up is Advanced Micro Devices. For many months, it looked like it was forming a reversal pattern, as it had done five prior times in its history. Instead, it broke above this pattern (green […]
“Twos Price On The Screws”: 2Y Auction Yields Just Shy Of New Decade High
With the When Issued for today’s 2Y auction trading at 2.655%, just below last month’s 2.656%, the question of whether we would have a new 10-year high yield in the 2Y auction was on everybody’s lips. And just after 1pm we got the answer, when the “twos” priced on the screws, with a high yield […]
August 2018 Texas Manufacturing Survey Little Changed
Of the four Federal Reserve districts which have released their August manufacturing surveys – all were in expansion. A complete summary follows. Analyst Opinion of Dallas Fed Manufacturing Survey This survey remains in positive territory with new orders improving and unfilled orders significantly declining – and both in positive territory. This was a slightly weaker […]
5 Stocks To Make The Most Of New Analyst Coverage
Coverage initiation by analyst(s) on a stock inevitably leads to increased investor interest. This is because investors assume that there is something in the stock that has attracted analyst attention. In other words, they assume that the company coming under the microscope definitely has some value. Why do analysts initiate coverage? Of course, stocks are […]
Aussie Long For A Thrust To 0.7600?
AUD/USD Daily: I have re-labeled the Aussie pattern, fitting in an expanding flat correction [a]–[b]–[b] to better fit the price action, showing the completion of the (B) wave up toward 0.7676 swing resistance.
GDP Estimates – Only 1.96% Q3 GDP Growth Expected
GDP Estimates GDP Estimates – Since we discussed the durable goods report which goes right into GDP, it makes sense to review the latest estimates for Q3. The average of 12 estimates in the GDP rapid recap show growth will be 3.4%. The St. Louis Fed’s Q3 Nowcast fell from 3.69% to 3.64%. The Atlanta […]
Dallas Fed Manufacturing Outlook: Robust Expansion In July Continues In August
This morning the Dallas Fed released its Texas Manufacturing Outlook Survey (TMOS) for August. The latest general business activity index came in at 30.9, down from 32.3 in July. Other components of the survey showed improved growth. All figures are seasonally adjusted. Here is an excerpt from the latest report: Texas factory activity maintained its strong momentum in […]
Fundamental, Not Technical
On June 13, the day the eurodollar futures curve inverted, Federal Reserve Chairman Jerome Powell was at his regularly scheduled press conference following the regularly scheduled FOMC meeting. Nobody asked him about eurodollar futures, of course, because why bring that up? The press did inquire about IOER, though. The Fed had decided to make a “technical adjustment” […]
E Omega Healthcare: It’s Not Too Late To Buy This 8% Yielding REIT
Omega Healthcare Investors (OHI ) is one of the highest yielding REITs, with an 8.0% current dividend yield. It has rallied 30% in the last four months, mostly thanks to positive results in its last two earnings reports and improved guidance. Such a rally is likely to deter most investors from purchasing this REIT. However, […]
Qualys Boosts Its Gov Platform
Early this month, cloud-based security and compliance solutions provider Qualys reported results for its second quarter that beat estimates. It also raised its outlook for the year. Qualys’ Financials In the recent second quarter results, Qualys reported revenue of $68.2 million, up 23%. GAAP net income was $10.3 million, or $0.24 per diluted share, compared […]
