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Archives by Year:
Downgrading The Storms
In a week where the U.S. became the world largest oil producer and saw U.S. oil demand hit a record high on a 4-week average, the market must continue to focus on the risks from Mother Nature. Oil prices pulled back yesterday from resistance as the market reduced the risk of a tropical depression in […]
Weekend Reading: A Permanent Shift To Valuations?
One of the ongoing thesis behind a continuation of a bull market from current valuation levels is that there has been a permanent shift higher in valuations due to changes in accounting rules, propensity for share buybacks, and a greater adoption by the public of investing (aka ETF’s). This apparent shift to valuations […]
3 USAA Mutual Funds For Sturdy Returns
USAA Investment Management Company allocates its assets across a wide range of mutual fund categories, including both equity and fixed-income funds. The company seeks to follow military values — Service, Loyalty, Honesty and Integrity — to offer financial services such as brokerage services and discretionary asset management. Founded 40 years ago, the company currently has […]
Piper Says Amazon, Facebook, Alphabet Attractive Despite Regulatory Pressure
Piper Jaffray analyst Michael Olson believes shares of Amazon.com (AMZN), Facebook (FB) and Alphabet (GOOG, GOOGL) remain attractive despite increased regulatory pressure in the near-term. While current regulatory challenges present “multiple issues over the next few months,” the long-term outlook remains favorable for all three companies, Olson tells investors in a research note. The analyst […]
Semiconductor And Tech Macro Review
We had pointed out risks in semiconductor land about a month ago. Since then there’s been a battle in these stocks with rallies getting sold. Fundamentally Bullish Fundamentally we’re bullish in tech and semis. Our work still shows that there is strong demand at the data center and the enterprise. Cloud hyperscalers are still aggressively spending especially […]
Russia Surprises Markets With First Rate Hike Since 2014
With market watchers expecting no moves from the Russian central bank today, and just one week after Russia’s PM Dmitry Medvedev hinted that Russian rates are “too high”, the Russian central bank became the latest to defy politicians – and consensus – when it unexpectedly hiked interest rates for the first time since 2014, following many […]
US Q3 GDP Growth On Track For Slower But Still Healthy Pace
The surge in US economic output in the second quarter is expected to moderate in Q3, based on a set of nowcasts compiled by The Capital Spectator. The median estimate continues to anticipate a healthy 3.2% increase for Q3, slightly below the median projection in late-August. Assuming that the economy has entered an extended run of […]
Morning Call For Friday, Sept. 14
Overnight Markets And News Dec E-mini S&Ps (ESZ18 +0.19%) this morning are up +0.15% at a 2-week high on expectations that data later this morning will show strong U.S. Aug retail sales and Aug manufacturing activity. Also, stocks moved higher as trade tensions on the prospects for new trade talks between the U.S. and China. European […]
Doomsday Anniversary
Tomorrow marks the 10th anniversary of the financial crisis. The International Monetary Fund has sent out a quick poll on Twitter today. Though there are still a few hours until the poll ends, it seems like the answer they’re getting isn’t exactly what they were looking for… Former Fed Chair Janet Yellen has famously said that “there will not be another […]
WTI Crude Oil And Natural Gas Forecast – Friday, Sept. 14
WTI Crude Oil The WTI Crude Oil market broke down on Thursday, breaking the bottom of the shooting star from Wednesday which of course is a very technically bearish signal. However, that doesn’t necessarily mean that the trend is going to change soon, it just simply means that a pullback was somewhat imminent. We have […]
