2018 - Page 1522 of 1751 -

There Is An Agriculture Problem

Mar 01, 2018 Jeremy Parkinson Finance 0

Stock markets up on a stick. Valuations stretched. Bond yields near sixty-year lows. Real returns basically zilch. A decade of global financial repression has forced investors everywhere out the risk curve. Nothing is cheap. There is a reason that top quantitative research shops like GMO have forecasted future returns that look like this: Cries of that awful […]

13% Chance Of A Recession In 12 Months

Mar 01, 2018 Jeremy Parkinson Finance 0

Worst Decline In 2 Years With the S&P 500 falling 2.37% in the past two trading days, February closed with a whimper. Sometimes new money flows in on the first day of the month, so we’ll see how that plays out on Thursday. As you can see from the chart below, February was down 3.24% which […]

March 2018 Economic Forecast: Marginal Improvement

Mar 01, 2018 Jeremy Parkinson Finance 0

Econintersect’s Economic Index (EEI) marginally improved but remains in territory associated with modest economic growth. Analyst Summary of this Economic Forecast Last month was a terrible month for the data we used in making our forecast. This month was significantly better with our single month in territory associated with strong growth. But as we use […]

Another EIA Print Hits Expectations Perfectly

Mar 01, 2018 Jeremy Parkinson Finance 0

March natural gas prices settled up a bit more than a percent on the day following an EIA print that came in right at expectations. The EIA announced a net implied flow of -78 bcf, which was a withdrawal significantly larger than for the same week last year but much smaller than the 5-year average. […]

One Week, Three YieldCo Deals. Are More Buyouts On The Horizon?

Mar 01, 2018 Jeremy Parkinson Finance 0

It’s been a busy several days in the YieldCo space. On February 5, 8point3 Energy Partners (Nasdaq:CAFD) announced an agreement to be acquired by an infrastructure investment fund managed by Capital Dynamics. While I was still writing an article on why the sale price was at a virtually unheard of discount relative to the stock market price, two more YieldCo […]

Steel Stocks Fly: Trump Tariffs Weigh

Mar 01, 2018 Jeremy Parkinson Finance 0

President Donald Trump said the U.S. plans to impose 25 percent tariffs on steel imports and 10 percent on aluminum, and expects to sign a formal order next week. The stock market got hit hard on the news while stocks in the steel sector are reaction, with US Steel (X) and AK Steel (AKS) big movers. “We’ll […]

VMware (VMW) Q4 Earnings & Revenues Beat, ’19 View Positive

Mar 01, 2018 Jeremy Parkinson Finance 0

VMware Inc. VMW delivered fourth-quarter fiscal 2018 non-GAAP earnings of $1.68 per share, which beat the Zacks Consensus Estimate by a nickel and increased 17.5% from the year-ago quarter. Notably, VMware revised its fiscal calendar effective Jan 1, 2017. The company’s first fiscal year under its revised calendar began on Feb 4, 2017 and ended on Feb […]

The Scary Blip

Mar 01, 2018 Jeremy Parkinson Finance 0

I hate it when my mom reminded me when I was a younger, but now that I’ve survived into middle-aged adulthood, I will give you the same medicine she gave me: “I told you so.” As I cautioned last month, “It’s important for investors to remember this pace of gains cannot be sustainable forever.” I added that […]

Biotech ETFs Head To Head: XBI Vs. IBB

Mar 01, 2018 Jeremy Parkinson Finance 0

The biotech sector has been attracting a lot of investor attention lately. This sector is expected to continue benefiting from increased M&A activities, new drug approvals, better R&D and innovations. Although the sector took a beating last year owing to drug-price controls and Trump’s plans of tackling the ever-surging drug prices getting highlighted in his […]

Stocks And Precious Metals Charts – As The Markets Turn

Mar 01, 2018 Jeremy Parkinson Finance 0

Stocks, were weakly unravelling most of the day, just hanging on despite the morning’s cheering ambiguities of Fed Chair Powell, who sought to calm the markets after rattling their cages yesterday. An announcement came out that President Trump would indeed be seeking to impose a global 25% tariff on steel and 10% on aluminum. And […]