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Archives by Year:
The Kitchen Sink
The Trump Administration has done everything it can do to drive down oil prices including throwing in the kitchen sink, and while oil prices have plummeted, supplies are still short. Even with a weekly release of a million barrel plus of oil from the Strategic Petroleum Reserve and getting Saudi Arabia to do his bidding […]
September 2018 Manufacturing New Orders Improved
US Census says manufacturing new orders improved. Our analysis shows the rolling averages improved. Analyst Opinion of Census Manufacturing Sales According to the seasonally adjusted data, it was military aircraft which was the major contributor to the improvement (and civilian aircraft made a negative contribution). The data in this series is noisy so I would […]
A REIT That Pays A Solid 7.5% Yield
Ladder Capital (NYSE: LADR) offers investors a reliable dividend with the attraction of a possible bonus at the end of the year. The company currently pays a $0.325 per share quarterly dividend, which equals a 7.5% annual yield. That’s pretty good. However, in 2015 and 2016, it paid special dividends. So there is the possibility that management will pay another special […]
The Stock Market Slump: Is The Worst Behind Us?
(Video length 00:05:12) On the latest edition of Market Week in Review, Senior Investment Strategist Paul Eitelman and Rob Cittadini, director, Americas institutional, discussed the likely catalyst behind last month’s market volatility, the U.S. employment report for October and potential market impacts of the Nov. 6 U.S. midterm elections. Are better times ahead for markets […]
Wage Growth Is Not Excessively Inflationary
Wage Growth – Jobless Claims & Job Cuts Jobless claims and Challenger Job Cuts report didn’t match because one time layoffs boosted job cuts. The jobless claims report signals all is fine in the labor market. Number of claims fell from 216,000 to 214,000. There wasn’t much of an effect on the labor market from […]
Support For The Gold Price Could Soon Change To A Rush For Gold
iStock.com/hqrloveq The Gold Price Passes an Important Threshold The gold price reached $1,243 per ounce on October 23, 2018. It broke through a “psychological” threshold, breaking past $1,220 per ounce, but failed to maintain the momentum. After crashing, many stocks – both solid ones like Boeing Co (NYSE: BA) and volatile ones like Tesla Inc (NASDAQ: TSLA) – have […]
Stock Markets Turning South – What’s The Cause?
Stock markets in Europe and the United States are markedly turning south, although they’re not headed for a crash, at least for the moment. Is this the beginning of a long journey to Hell or just a temporary bump? It’s a little too early to tell, but we’d like to challenge the main consensus that […]
$700 Million Hedge Fund Closes Most Of Its Positions
In a time when underperforming hedge funds – that would be most of them – are doubling down in hopes of undoing recent losses and catching up to the S&P, and avoiding a flood of redemption requests, one fund decided to take money off the table. Rhicon Currency Management – a $700 million FX-focused hedge fund – closed […]
Casino Report On 3 French Banks: BNP Paribas, Credit Agricole, Societe Generale
Let’s take a brief look at the balance sheets of three prominent French banks. Reader Lars from Norway sent me his “casino” findings on three French banks. He defines”Casino” holdings as derivatives and proprietary trading as opposed to loans and deposits. Lars comments “BNP is the size of Deutsche Bank but with an even bigger […]
This Week In Cryptocurrency – Friday, Nov. 2
Happy Birthday, Bitcoin! You Big 10 Year Old Baby! Big week for the world’s most loved cryptocurrency as it turned ten years old on Wednesday (based on the publication date of the white paper). It’s amazing to look back and realize just how far Bitcoin has come in the past decade. Growing from a simple, unknown concept […]
