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Archives by Year:
Tariffs Continue To Plague The Market
My Swing Trading Approach I will look to add 1-2 new positions today if the market strength can hold this morning. I booked profits in a number of positions yesterday, but will gladly ‘hop’ back into my positions today, should the market allow. Indicators VIX – Only small push higher yesterday, of 3.6%. Very much, a […]
What Inflation Means To You: Inside The Consumer Price Index- Wednesday, March 14
Note: The charts in this commentary have been updated to include yesterday’s Consumer Price Index news release. Back in 2010, the Fed justified its aggressive monetary policy “to promote a stronger pace of economic recovery and to help ensure that inflation, over time, is at levels consistent with its mandate” (full text). In effect, the Fed has been […]
GDPNow Real Final Sales Estimate Dives To 1.1%
Following today’s retail sales numbers, the GDPNow forecast fell to 1.9% with real final sales at 1.1% The GDPNow Forecast took another dive today. Latest forecast: 1.9 percent — March 14, 2018 The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the first quarter of 2018 is 1.9 percent on March 14, down […]
A Bull’s Paradise Is A Market Looking For Reasons To Buy
The secular bull market that began on March 9, 2009 in the wake of the Financial Crisis just passed its ninth anniversary last Friday, and as if to celebrate, stocks rallied big on the strong reports of jobs growth, total employment, and labor participation, while wage inflation remained modest. All in all, it was a […]
The Fed Is Behind The Market On Rates
“Davidson” submits: Fed well behind T-Bill rates. Fed will need 0.5% rise in Fed Funds to normalize spread to T-Bill rate which is now 0.3% above FFunds. The Fed adjusting FFunds rate is has no economic impact because T-Bill rates have already shifted reflecting market forces.
Have You Considered Preferred Stocks?
We’ve written a few times before about U.S. preferred stocks. These are different from the stocks that make up what we usually think of as the ‘stock market’. The stock market is made up of ‘common stocks’. Each of the two kinds of stocks has its place, and you might very well want to invest […]
Longtime Bear Morgan Stanley Says Finally Time To Buy Ford
Shares of Ford (F) are on the rise after Morgan Stanley analyst Adam Jonas double upgraded the stock to Overweight from Underweight as he believes a “window of opportunity” has opened up, with consensus bottoming and the stock having reached attractive valuation levels amid low sentiment. The analyst believes restructuring and strategic redeployment could halt […]
Confidence? Retail Sales Down Third Month
Citing “consumer confidence”, economists expected retail sales to bounce 0.4%. Instead, sales fell for the 3rd month. The word of the day is “down”. The Advance Retail Sales report shows a decline for the third month. A revision took away a small bit of the sting as the December 2017 to January 2018 percent change was revised […]
Signet Beats On Q4 Earnings & Sales Estimates
Signet Jewelers Limited (SIG – Free Report), retailer of diamond jewelry, watches, and other products came out with its fourth-quarter fiscal 2018 results, wherein adjusted earnings came in at $4.28 per share and outpaced the Zacks Consensus Estimate of $4.26. Management envisions adjusted earnings per share in the range of $3.75-$4.25 for fiscal 2019. Earnings Estimate Revision: The Zacks […]
Stocks Slide, Breakevens Tumble After White House Confirms $100BN China Deficit Target
Could Dennis Gartman be right? For the third day in a row, stocks have burst higher out of the gate, only to be met with a wave of selling which has promptly pushed the S&P to session lows. While there has been no specific news catalyzing the move, traders are attributing the move to a […]
