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Archives by Year:
In A Bubble Economy, Capital Goods Aren’t Always A Good Thing
The annual rate for US non-military capital goods orders excluding aircraft fell to 1.9% in September from 7.8% in August to stand at $69.6 billion. Observe that after closing at $60.2 billion in December 2015 capital goods orders have been trending up. Most commentators regard a strengthening in capital goods orders as evidence that companies […]
How America’s Wealth Bubble Is Boosting Consumer Confidence
ZeroHedge posted an interesting chart a few days ago showing how affluent Americans (those making over $50,000 year) have not been more confident since the dot-com bubble: While strong consumer confidence may seem like a good thing when taken at face value, the contrarian in me sees it as a warning of the kind of over-exuberance seen during […]
Best And Worst-Performing S&P 500 Stocks On Earnings
Below is a list of the best performing S&P 500 stocks on their earnings reaction days so far this season. Under Armour (UAA) ranks at the very top of the list with a huge one-day gain of 27.71% after it reported a triple play on October 30th. (A triple play is a company that beats […]
E What Matters To Markets Going Forward
The trading of all asset classes in October was difficult. The plunge in global equities, the pain in bonds, the retreat of commodities and the ongoing rally of the USD against emerging markets and the EUR – all that forced a rethinking about what is a safe-haven. The blame for uncertainty and risk-off moods came […]
ExxonMobil (XOM) Q3 Earnings Surpass Estimates, Improve Y/Y
Exxon Mobil Corporation’s XOM strong third-quarter 2018 results were aided by robust oil and gas prices along with healthier fuel margins. The largest publicly traded integrated energy company’s earnings per share of $1.46 surpassed the Zacks Consensus Estimate of $1.21. The bottom line also improved from the year-earlier quarter’s 93 cents. Total revenues in the quarter rose […]
E The Bank Of Canada Will Drop Anchor At A 3% Bank Rate
Behavioral economists have long warned policymakers of the dangers of “anchoring” on a specific number. So often, we anchor or latch onto a specific economic number which then we use to establish rules to make decisions regarding policy. Central bankers, for example, have anchored on the goal of 2% inflation and all decisions regarding interest […]
Weekly Review: Volatile October Leads To An Optimistic November
This week was the intersection between October and November. It was an important week for the market mostly because it brought the volatile month of October to an end. The chart below shows that the CBOE volatility index decreased after October ended. Trade Trade was an important topic this week. Yesterday, Trump revealed that he had […]
A 6.5% Yield That Could Get Cut
When it comes to financial services, BGC Partners (Nasdaq: BGCP) does a little bit of everything – trade execution, market data, commercial loan origination and much more. It pays a strong 6.5% yield based on its most recent quarterly dividend declaration of $0.18 per share. BGC Partners has a policy of paying out at least 75% of its earnings in the […]
How The World’s Biggest Companies Have Changed In Just 10 Years
At first glance, the business world may seem quite static. The biggest companies today – ones like Apple, Walmart, or Exxon Mobil – will likely also be some of the biggest companies tomorrow. Fast forward a week, a month, or a year, and odds are that they will still be at the top of the […]
Recent Brexit Trade Drama Shows That Europe Doesn’t Really Want Free Trade
As Brexit negotiations approach their initial deadline, U.K.’s plans to renegotiate a quick trade deal with WTO members once it leaves the EU bloc has been met with disdain by some of their trading partners. U.K.’s shortcut deal proposed“essentially copying the same trade deal that the EU and WTO has and then use the same wording […]
