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Archives by Year:
Stellar Demand For 10Y Auction Overshadowed By Ongoing Direct Bidder Collapse
Today’s 10Y Auction was a case study in opposites. On one hand, the demand for today’s refunding 10Y auction, which was upsized to $27 billion, was stellar, with the high yield of 3.209% stopping 1.2bps through the When Issued, the biggest delta since March 2007. The yield was also just fractionally below last month’s 3.225%, […]
If I Fell, Again
Investors have called their five-year love affair with technology stocks into question over the last 35 days. For this reason, we at Smead Capital Management are calling in John Lennon and Paul McCartney’s beautiful ballad “If I Fell” to help answer the following questions. Should investors continue to fall in love with these glamour growth […]
Best Performing Stocks YTD 2018
There are 66 stocks in the Russell 3,000 that are up more than 100% year-to-date in 2018. Below is a list of the 40 best performers. As shown, three stocks — NII Holdings (NIHD), Tandem Diabetes (TNDM), and Turtle Beach (HEAR) — are up 1,000%+ year-to-date, meaning they’ve recorded “10-baggers” already in 2018. NIHD is […]
Gold Stocks Meet The Beach Boys
US elections are here! Double-click to enlarge this big picture chart for gold. From both a technical and fundamental perspective, gold looks solid. This chart suggests that whatever happens in the US election, it’s going to be positive for gold. One of my biggest predictions for the fall of 2018 was that a US stock […]
AUD/USD Weekly Technical Outlook– Aussie Eyes Yearly Slope Resistance
In this series, we scale-back and take a look at the broader technical picture to gain a bit more perspective on where we are in trend. The Australian Dollar is testing yearly slope resistance on the heels of the RBA decision with the US Midterm Election results and the FOMC interest rate decision on tap. Here are the key targets & invalidation levels that […]
E Emerging Markets Not Really Emerging
In recent weeks, if not months, I’ve seen plenty of calls in support of emerging markets. After a decade of lagging performance, it was time for the pendulum to swing in their favor. Or was it? Right now, commodities are still mostly weak and the U.S. dollar is mostly strong. That’s not the recipe for […]
Strong Markit & ISM Services PMI For October
Strong Markit PMI Services The Markit PMI services index was similar to the manufacturing survey. Its final reading was very close to the preliminary mid-month reading. Final October reading of 54.8 beat the consensus and mid-month reading of 54.7. It beat last month’s report which was 53.5. Improved PMI is sharply divergent from the stock […]
Ten Clean Energy Stocks For 2018: Third Quarter Earnings
After a fairly brutal September and October my Ten Clean Energy Stocks model portfolio is barely hanging on to positive territory for the year (up 2.4%) as is the private portfolio I manage, the Green Global Equity Income Portfolio (GGEIP, up 0.8%). Yet I can take comfort in superior relative performance, since my broad dividend income benchmark SDY is […]
Three Things I Think I Think – What In The Hell Is Going On Out There?
Here are some things I think I am thinking about. 1) Has Mr. Market Finally Lost His Mind? It seems that everyone is losing their mind over politics so I’ve been rather amazed that the financial market has held it together this long. That changed a bit in October as the MSCI All World Stock Index […]
Finance: US Stocks Mixed; Dow Jones Up 0.76%
The US stocks were mixed on Monday’s trade close. Dow Jones Industrial Average jumped 0.75% at the NYSE close. The Australia stocks surged higher on Tuesday’s trade close. FINANCE – On Monday, the US stocks were mixed at the trade close. This is amid the gains in sectors such as Oil & Gas, Utilities and […]
