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:
Caterpillar Initiated With An Overweight At Morgan Stanley
Morgan Stanley analyst Courtney Yakavonis initiated coverage of the Construction Machinery space, starting Caterpillar (CAT) with an Overweight rating and $185 price target. Construction machinery stocks have outperformed since 2016, but a recovery in the global economy and key end markets leads Yakavonis to believe that there could be further to go, she tells investors. […]
Chief Powell Is Walking A Monetary Tightrope Blind
Some commentators might even have felt some sympathy for Fed Chief Powell in his first testimony before Congress. He is so obviously navigating a treacherous monetary path ahead without any reliable compass. That is no different from the reality of his predecessor’s position, but at least in Mr. Powell’s case, there is not the academic […]
Realty Ponzi Schemes Rampant: Would-Be Investors Beware
The past decade of escalating debt has led to falling due diligence and investment return prospects, and fueled rampant speculation in so many areas– especially real estate. Somehow the more expensive and opulent the projects appear, the more gullible and trusting the ‘investors’. Whether its condo developers and board members siphoning off funds for their own […]
Bull Of The Day: MasTec
I last wrote about MasTec (MTZ – Free Report) as the Bull of the Day on February 6 as earnings estimates and price targets were rising before their quarterly report this week. The $3.75 billion E&C services (engineering & construction) provider for telecom and energy companies delivered record fourth-quarter 2017 adjusted earnings per share of 47-cents, beating the Zacks Consensus Estimate […]
Was There A Stock Market Bubble? Did It Burst?
It took longer than usual, but the priced-for-perfection bull run has taken a body blow in recent weeks. That’s good news for investors with relatively long time horizons since lower prices equate with higher expected returns. Meantime, with the benefit of hindsight, let’s consider how a pair of econometric tools have fared for monitoring bubble […]
The Impact Of Tariffs And Trade Wars On The US Economy And The Dollar
US President Donald Trump shocked global markets yesterday by announcing his intention to introduce a 25% tariff on imported steel and a 10% tariff on imported aluminum. The US Dollar was slammed across the board alongside US equity markets amid fears of trade wars emerging. It’s important for traders to understand the economic significance of […]
If You’re Long Risk Assets, You Do Not Want To Hear Kuroda Using The Word ‘Exit’
For two months now, the world has been eyeing the BoJ closely for signs they might be set to follow the Fed and the ECB down the road to policy normalization. To be sure, Japan is a long way from their inflation target, but as Albert Edwards wrote in January, the deflationary mindset seems to be […]
E How High Are Soybean Prices Going?
Soybean Futures Soybean futures in the May contract continue their bullish momentum trading higher for the 4th consecutive session after settling last Friday in Chicago at 10.47 a bushel while currently trading at 10.75 up nearly $0.30 for the trading week all due to the drought in the country of Argentina accelerating as there are […]
Trumped Up Tariffs
A potential trade war and Russian meddling, not in an election, but to try to influence U.S. energy policies are all the rage in financial markets today. U.S. stocks plummeted after President Donald Trump slowed the market with the timing of his announcement that he would impose a 25% tariff on steel imports and 10% […]
Similarities To 1929, 1987, 2000 & 2007 In Play Says Joe Friday
The 2-pack above looks at the Dow from two different time frames. 100-year look back on the left and 35-year look back on the right. As you can see the Dow is in a very strong and well defined rising bull trend! Nothing of late has changed that!!! The strong rally since the 2009 lows has the […]
