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Archives by Year:
The Sky Is Falling
For nine years now every time we have an intermediate degree correction the permabears crawl out of the woodwork and start screaming the sky is falling. If you had listened to these people you would have missed one of the greatest bull markets in history. We had one of the most destructive bear markets in […]
World Stock Markets Are Turning Over
DAX The German DAX has completed an H&S top with a down slanted neckline on the weekly chart. H&S tops with down slanted necklines are generally more reliable and powerful than H&S tops with an up slanted neckline. Nifty/INDA The Nifty 50 has broken its dominant trendline. INDA has completed 15-month H&S top. Factor is […]
Bond Bubble Conundrum
Wall Street shills are in near perfect agreement that the bond market is not in a bubble. And, even if there are a few on the fringes who will admit that one does exist, they claim it will burst harmlessly because the Fed is merely gradually letting the air out from inside. However, the fact […]
Billion Dollar Unicorns: Indian B2B Marketplace Udaan Flies In
According to a 2016 report by Deloitte and the Confederation of Indian Industry, the B2B e-commerce market is expected to reach $700 billion by 2020 and is becoming a hot destination for venture capital. About $200 million was raised in 2017 for startups in the sector, up from $115 million in 2016 and $30 million […]
Netflix Announces $2BN Junk Bond Offering, Enough To Fund Two Quarters Of Cash Burn
Just six months after Netflix added $1.9 billion in Ba3/BB- rated junk bonds (upsized from an initial offering of $1.5 billion) to its balance sheet to fund its ravenous cash burn global expansion, moments ago – and just one week after reporting a whopping 7 million new subscribers in Q3 and projecting a record 9.4 million subs in Q4 – the video […]
This Week’s Economic Indicators – Monday, Oct. 22
Economic data released last week was pretty mixed. Major industrial releases including Empire and Philly Manufacturing as well as Industrial Production all came in better than expected. Housing, on the other hand, continued to leave a lot to be desired. Starts/permits and existing home sales missed, but fortunately, the NAHB sentiment index came in much more […]
Treasury Snapshot: 10-Year Yield At 3.14%
Note: We’ve updated this commentary with data through Friday’s market close. Let’s take a closer look at recent activity in US Treasuries. The yield on the 10-year note ended Friday at 3.14% and the 30-year bond closed at 3.31%. Here is a table showing the yields highs and lows and the FFR since 2007 […]
September 2018 CFNAI Super Index Moving Average Declined
The economy’s rate of growth slowed based on the Chicago Fed National Activity Index (CFNAI) 3 month moving (3MA) average – but economic growth remained above the historical trend rate of growth. Analyst Opinion of the CFNAI This Month The single month index which is not used for economic forecasting which unfortunately is what the […]
Kimberly-Clark Q3 Earnings And Revenues Top Estimates
Kimberly-Clark (KMB – Free Report) came out with quarterly earnings of $1.71 per share, beating the Zacks Consensus Estimate of $1.64 per share. This compares to earnings of $1.60 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 4.27%. A quarter ago, it was expected that […]
Useless But Not Worthless
Let’s continue to look at the fiasco in the franc. We say “fiasco”, because anyone in Switzerland who is trying to save for retirement has been put on a treadmill, which is now running backwards at –¾ mph (yes, miles per hour in keeping with our treadmill analogy). Instead of being propelled forward towards their […]
