Archives by Month:
- January 2025
- December 2024
- November 2024
- October 2024
- September 2024
- August 2024
- July 2024
- June 2024
- May 2024
- April 2024
- March 2024
- January 2024
- December 2023
- November 2023
- October 2023
- August 2023
- July 2023
- June 2023
- May 2023
- February 2023
- January 2023
- December 2022
- November 2022
- October 2022
- September 2022
- August 2022
- July 2022
- June 2022
- May 2022
- April 2022
- March 2022
- February 2022
- January 2022
- December 2021
- November 2021
- October 2021
- September 2021
- August 2021
- July 2021
- June 2021
- May 2021
- April 2021
- March 2021
- February 2021
- January 2021
- December 2020
- November 2020
- October 2020
- September 2020
- August 2020
- July 2020
- June 2020
- May 2020
- April 2020
- March 2020
- February 2020
- January 2020
- December 2019
- December 2018
- November 2018
- October 2018
- September 2018
- August 2018
- July 2018
- June 2018
- May 2018
- April 2018
- March 2018
- February 2018
- January 2018
- December 2017
- November 2017
- October 2017
- September 2017
- August 2017
- July 2017
- June 2017
- May 2017
- April 2017
- March 2017
- February 2017
- January 2017
- December 2016
- November 2016
- October 2016
- September 2016
- July 2016
- June 2016
- April 2016
- March 2016
- February 2016
- January 2016
- December 2015
- November 2015
- October 2015
- September 2015
- August 2015
- July 2015
- June 2015
- May 2015
- April 2015
- March 2015
- February 2015
- January 2015
- December 2014
- November 2014
- October 2014
- September 2014
- August 2014
- July 2014
- June 2014
- May 2014
- April 2014
- March 2014
- February 2014
- January 2014
- December 2013
- November 2013
- October 2013
- September 2013
- August 2013
- July 2013
- June 2013
- May 2013
- April 2013
- March 2013
- February 2013
- January 2013
- November 2012
- October 2012
- August 2012
- July 2012
- June 2012
- May 2012
- April 2012
- March 2012
- February 2012
- January 2012
- December 2011
- November 2011
- October 2011
- September 2011
- August 2011
- July 2011
- June 2011
- May 2011
- April 2011
- March 2011
- February 2011
- January 2011
- December 2010
- November 2010
- October 2010
- September 2010
- August 2010
- July 2010
- June 2010
- May 2010
- April 2010
- March 2010
- February 2010
- January 2010
- December 2009
- November 2009
- October 2009
- September 2009
- August 2009
- June 2009
- April 2009
- February 2009
- December 2008
- November 2008
- October 2008
- August 2008
- June 2008
- May 2008
Archives by Year:
Acquisition Review: Will IBM’s Red Hat Acquisition Finally Move The Needle?
Introduction: International Business Machines (IBM) had been trading range bound for 5 months from mid-April through mid-September, trading between roughly $140 and $145. Prior to its Q3 earnings, IBM had finally broken out to $154 with a subsequent implosion after its earnings release that fell short of expectations coupled with its announcement that it will […]
Home Affordability: Canada Vs. US
Homes are unaffordable in the US, but the situation is far worse in Canada. Point2homes has an interesting set of charts on Home Affordability In Canada vs the US. Key Findings The average Canadian has to dish out a whopping 56% more to buy a home, or 25% more to rent one compared to ten years […]
Brexit: Pound Gains On Report UK, EU Agree On Irish Border
British Pound gained against counterparts on Tuesday after a report that the European Union and the United Kingdom has reached an agreement on the Irish border became public. The pound rose above $1.30 and climbed to a seven-month high against the Euro single currency after the report. The currency was already trading at $1.2950 before the […]
Acadia Sinks, Credit Suisse Sees Antitrust Issues With Any UHS Interest
After hosting Universal Health Services CFO Steve Filton for an investor dinner, Credit Suisse analyst A.J. Rice says the recovery of the company’s psychiatric business is taking longer than it had originally expected. The analyst, however, adds that demand in the psych industry “is plentiful” and could support growth levels higher than the company’s current […]
Increased Personal Savings: Good Or Bad For The Larger Economy?
During economic recessions and downturns, people tend to spend less and save more. The thinking is that a larger personal savings account provides insulation against future job loss and lower earnings in the stock market. But the paradox of savings says this may not always be true. QuinceMedia / Pixabay The Paradox of Savings Outside of a […]
Retail ETFs In Focus Ahead Of Q3 Brick-And-Mortar Earnings
We are at the tail end of the third-quarter earnings season as all sectors save retail have reported. The retail sector has seen about half of its total releases. Total earnings for the companies reported so far are up 37.5% on 10.7% revenue growth with 89.5% beating EPS estimates and 63.2% beating revenue estimates. While earnings and […]
What’s Next For The Cannabis Economy?
Two more U.S. states voted to legalize recreational marijuana during the primaries: Michigan and North Dakota. Michigan voted for it. North Dakota against it. That brings the number of states that allow recreational marijuana to 10. Approximately 1⁄4 of Americans have voted to legalize recreational marijuana. Almost all states now allow medical marijuana today. A […]
Auto Truce Is Over: Trump Again Threatens The EU, Japan With A 25% Tariff
Trump again threatens the EU with 25% tariffs on cars just as he is working on a deal with China. What’s the obsession? Trump meets with his trade team today to discuss a Draft of Car Import Tariffs. Trump claims that auto imports are a threat to US national security under section 232 of the 1962 […]
Ursa Minor
Worrywart that I am, I just thought I’d point out a couple of possibly bullish zones of strength in equities. I lightened up a little earlier today, covering my SLX and XME shorts at super profits as well as a few other shorts. Because apparently people never get tired of believing this myth:
Wall Street Expects S&P To Peak At 3,056; Will Rotate Into Bonds When Yield Hits 3.7%
One day after Bank of America released its latest, and quite bearish Credit Investor Survey, on Tuesday the bank has published its latest, and far broader, Fund Managers Survey which polled a total of 225 panelists with $641bn AUM during the period of November 2-8. According to the survey administrator, BofA CIO Michael Hartnett, there […]
