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Archives by Year:
E Corporate Tax Rate Changes Causing Distorted Final Earnings Figures
What happened? As you probably know on December 22, 2017, President Trump signed into law the Tax Cuts and Jobs Act of 2017 (“TCJA”). Among its provisions, the TCJA reduces the statutory U.S. Corporate income tax rate from 35% to 21% effective January 1, 2018. And included was a mandatory deemed repatriation tax on foreign earnings, […]
Of The Fall In Banking Stocks, EU’s Retaliatory Tariff Proposal, And Top Cues In Focus Today
Share markets in India closed on a negative note yesterday. Losses were seen across most sectors with stocks in the realty sector and stocks in the banking sector leading the losses. At the closing bell yesterday, the BSE Sensex stood lower by 430 points (down 1.3%) and the NSE Nifty closed down by 110 points […]
It’s Not Bad Trade Deals–It’s Bad Money, Part 2
In Part 1 we made it clear that the Donald is right about the horrific results of US trade since the 1970s, and that the Keynesian “free traders” of both the saltwater (Harvard) and freshwater (Chicago) schools of monetary central planning have their heads buried far deeper in the sand than does even the orange comb-over with his bombastic affection for 17th century mercantilism. The […]
ADMA Biologics: Almost Ready To Run Between The Toes Of Giants
1. Introduction to the Investment Thesis ADMA Biologics is a sub-$100m capitalization healthcare company that is based in Boca Raton, Florida. The company is aiming to commercialize a novel high-titer hyper-immune globulin product for the treatment of RSV and related respiratory viruses in immune compromised patients. ADMA listed as a public company in February 2013 (on the Nasdaq OTC market […]
Natural Gas Finally Gets Moving
After a period of very slow trading, the prompt month natural gas contract finally had its largest daily change since February 20th, with prices rising 1.7% on the day. Prices moved right into the $2.75 level that we had been warning clients would likely be tested for quite awhile. Back on February 27th, we said […]
Bet On 4 High-Flying Stocks With Increasing Cash Flows
If achieving profit is a company’s goal then having healthy cash flow is most essential to its existence, development and success. This is because cash offers strength, vitality and flexibility to make investment decisions as well as the fuel to run its growth engine. Admittedly, investors flock to companies that earn profits, but even a […]
Business Climate Heats Up While Trump Dares Trade War
The larger service economy recovered years ago and remains strong, while the manufacturing world has only confirmed exceptional expansion rates over the the past year. The latest ISM Manufacturing Purchasing Managers Index (PMI) test of 61 is impressive and usually occurs in the early to middle innings of a new economic expansion following a recession. With […]
How Volatility Impacts Retirement Plans
Ah volatility, we thought you were gone. But how quickly you came back: Source: Yahoo Finance Nowhere To Hide There really was nowhere to hide during the latest downturn. Very similar to 2008/2009, most assets were correlated and fell together. But also just like in the 2008/2009 downturn, some equities were less volatile than […]
Inhospitable
One of my short positions is Hospitality Properties Trust, which has a very clean topping pattern and looks like it is on its way to a trendline failure:
What About IDR?
On October 31, 1997, the IMF announced a rescue for Indonesia. Though it was Thailand who caught the Asian flu first, it was this latter country where a monetary line in the sand was drawn. Nobody wanted to find out what a complete wipeout of the Indonesia rupiah might mean for financial conditions across Asia. […]
