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Archives by Year:
Financials Flip
It’s quite a good day – one thing helping is that the entire financial sector is re-weakening. Just take a look at the broker/dealer index. It has been stumbling and fumbling all year long, and a clean break of that horizontal would really get this party started. Another angle on this is the financial sector […]
Big Tech Sector Shake-Up Put These Stocks And ETFs In Focus
The biggest change in Wall Street’s broad sectors since 1999 is scheduled for today, with a reshuffle of the technology and media sectors. Last year, S&P Dow Jones and MSCI had announced major changes in the Global Industry Classification Standard (GICS) that broadened the old telecommunication sector and renamed it to communication services sector, effective […]
Some Good News From Tesla
I’ll give you a chance to pick yourself off the floor first. While the media focus seems to be overwhelmingly on problems with the Tesla 3 (TSLA) production these days, the fact is that some of the company’s other business lines are growing like gangbusters. Orders for the groundbreaking Tesla Powerwall were up an eye-popping […]
Rethinking The Fed’s 2% Inflation Target: Spotlight On An Absurd Debate
Is the Fed’s 2% inflation target too high or too low? That’s the big debate now amongst central bankers. The Wall Street Journal reports Policy Makers Rethink a 2% Inflation Target. From Ottawa to Oslo, policy makers have been considering whether that level of consumer-price growth, a Holy Grail for the world’s major central banks over […]
COT Report: British Pound Net Positions Fall Sharply
Looking at this week’s Commitments of Traders Report, there are many significant changes in speculator positioning across major currencies and commodities. For the second week in a row, speculators reduced their net short positions in the Swiss franc. On the other hand, speculators increased their bearish bets against the Japanese yen and the British pound […]
Is Now A Good Time To Buy Amgen?
Amgen (AMGN) is a market leader in biotechnology-based human therapeutics, with historical expertise in renal disease and cancer supportive care products. The company is facing growing competitive pressure from biosimilars in recent years, but management is doing a sound job of diversifying its revenue base. In fact, management considers that biosimilars could be an opportunity […]
Eurodollar University Collateral; May 29 – We Know Who It Wasn’t
At one time, economics actually cared about eurodollars. Maybe it was because the thing was so new, it was a hot, sexy topic, the kind of strange and unusual deviation from the norm that can grasp someone’s attention and hold it. Perhaps it was the way in which it all began, an entire monetary system […]
This Week In Economic Data
Last week was fairly quiet on the economic data front. This week is set to be busier with 22 US reports including an anticipated rate hike by the FOMC on Wednesday. Some releases worth mentioning are Consumer Confidence on Tuesday; followed by Michigan Confidence on Friday. Additionally, Thursday will be a busy day of economic […]
Comcast Slides After Topping Disney In Bid To Buy Sky
Shares of Comcast (CMCSA) are sliding following the announcement that the company outbid 21st Century Fox (FOXA) in the auction for Sky (SKYAY) held this weekend. Meanwhile, Disney’s (DIS) shares are on the rise as Bernstein analyst Todd Juenger argued that this weekend’s outcome was “the best possible result” for the company. In a separate […]
E Best And Worst ADRs – Monday, Sept. 24
The top-rated sector is healthcare. The best-ranked countries are Bermuda, Canada, and Norway. The best-rated sectors in our ADR universe are healthcare (GWPH, TEVA, SHPG, ADAP) and basic materials (BAK, LUKOY, NHYDY, EC, CEO). Services and technology score neutral. Financials, consumer goods, industrial goods, utilities score below average. Note: Scores will shift next week to […]
