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Archives by Year:
Billion Dollar Unicorns: Okta Faces Tougher Competition From Cisco
According to a Tech Navio report published earlier this year, the global identity and access management (IAM) market is estimated to grow 13% annually over the next four years. The growth will be driven by the continuing adoption of Bring Your Own Devices (BYOD) in the workplace. The Americas were the biggest market for the industry […]
Yields Busting Out
Global bond yields have been on the rise all night and all morning continuing the trend that started in US Treasuries yesterday. Equity futures are trading lower in reaction, and semis will be an area to watch again as Deutsche Bank is the latest in the chorus of sell-side firms to cut numbers on the group. […]
Spectra Energy Moves Natural Gas To U.S. Markets
This week I’m seeking a prestigious and long-term dividend-paying stock from the energy sector. That sector includes six industries all related to bringing oil and gas to market. They are: drilling, exploration and production (E&P), equipment and services, integrated, midstream, refining & marketing.(Those oily and gassy enterprises.) Today I’m reviewing a large-cap oil and gas […]
Financials Are Finally Bouncing
My Swing Trading Approach I closed my trades in Micron (MU) for a +0.2% profit and Johnson & Johnson (JNJ) for a +0.1%profit – meager profits to say the least, but the in the case of MU, I avoided a lot of downside as a result. The afternoon fading that is taking place, each day, is making it very difficult to trade […]
Debts & Deficits: A Slow Motion Train Wreck
Last Friday, I discussed that without much fanfare or public discussion, Congress decided to push the U.S. into deeper fiscal irresponsibility with the passage of another Continuing Resolution (CR). To wit: “The House on Wednesday passed an $854 billion spending bill to avert an October shutdown, funding large swaths of the government while pushing the funding deadline […]
Biggest US Export To China? Spending By Chinese Tourists
International tourism is counted in the official economic statistics as an export industry. We don’t always think about it that way. But when, say, Chinese tourists in the US purchase goods and services, then Chinese consumers are buying goods and services produced in the United States–which is what “exports” means. Thus, I found it interesting […]
Factory Orders Spike Most In 11 Months Thanks To Surge In Transports
After tumbling in July, Factory Orders were expected to rebound in August (especially if you believe in the ISM survey data) and rebound they did – spiking 2.3% MoM, the biggest jump since Sept 2017. Under the surface, it was clear where all the gains came from as New orders ex-trans. for August rose just 0.1% MoM… […]
September Auto Sales Were The Worst (Economic Reporting) In A Long Time
I don’t think I have seen as badly, or worse, outright misleading reporting in a long time as I have seen concerning September auto sales. Almost all of the stories — and especially the Doomish punditry that dominates the clickbait econoblogosphere — have seized on the BIG BIG DOWNTURN!!! in auto sales YoY, varying between […]
Commodities And Rates Attempting Breakouts At The Same Time
When it comes to assets being in long-term bull markets, Commodities and interest rates do not come to mind, as each has endured long-term bear markets. Could these long-term trends be coming to an end? Possible The 2-pack above looks at Commodities ETF (DBC) and the Yield on the 10-Year note on a monthly basis over the past decade. […]
Divergent Start To October
Below is a snapshot of asset class performance to start the month of October. We also include performance over the last month and year-to-date. The month has gotten off to a pretty strange start, with lots of equity ETFs going in different directions. Small-cap ETFs have gotten hit very hard, while large-caps are in the […]
