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Archives by Year:
The Fed Is About To Pop The Bubble In Stocks
BUENOS AIRES, ARGENTINA – We went to dinner last night at a little neighborhood restaurant in Palermo Soho. It was already crowded when we arrived after 9 p.m., with a warm buzz of conversation. But scarcely had we been there 10 minutes when the diners fell silent. A woman at the table next to us […]
Book Review: The Little Book That Builds Wealth
Recently I went back and re-read The Little Book That Builds Wealth, by former Morningstar Director of Equity Research, Pat Dorsey. It remains one of the more concise and enlightening books for investors looking for great businesses that stand the test of time – historically, the kind of investments that return their worth many times over. […]
Visualizing GDP: An Inside Look At The Q4 Second Estimate
The chart below is a way to visualize real GDP change since 2007. It uses a stacked column chart to segment the four major components of GDP with a dashed line overlay to show the sum of the four, which is real GDP itself. Here is the latest overview from the Bureau of Labor Statistics: […]
Blending Strategies To Outperform The Agg
Over the last several years, we have been vocal advocates of utilizing an updated and enhanced index approach to add value over the traditional Bloomberg Barclays U.S. Aggregate Index (Agg). This has been driven by market forces driving down global interest rates combined with a dramatic shift in bond issuance. As the U.S. Treasury has ramped up borrowing, the sector […]
Pending Home Sales Unexpectedly Dive To Lowest Level In 3.5 Years
Those who thought weakness in home sales was a temporary soft patch appear to have things wrong. Mortgage News Daily reports Pending Home Sales Plunge to Three-Year Lows. Pending home sales took a deep dive in January, falling to their lowest level in over three years. The National Association of Realtors® (NAR) said its Pending Home Sales […]
Celgene Slides After FDA Refuses Filing For Potential Multiple Sclerosis Drug
Shares of Celgene (CELG) are sliding after the company announced that it has received a Refusal to File letter from the Food and Drug Administration regarding its New Drug Application for ozanimod. Following the news, SunTrust analyst Yatin Suneja downgraded the stock to Hold as ozanimod was center to his “bull thesis to re-accelerate growth.” […]
Gunmaker Stocks Dip After Dick’s Discontinues Sale Of Assault Rifles
Shares of U.S.-based gunmakers Sturm, Ruger & Co. (RGR – Free Report) and American Outdoor Brands (AOBC – Free Report) dipped in morning trading Wednesday after Dick’s Sporting Goods (DKS – Free Report) announced that it will discontinue the sale of assault-style rifles at its stores. The sporting goods retailer said Wednesday that the company was “deeply disturbed” by the recent […]
Sluggish Tape And Possibly An End To Celgene Woes?
Sluggish Tape In Biotech at Mid-Resistance Levels Bad News From Celgene (CELG) Hurts Sentiment Down 16% YTD Technicals Look Weak with IBB 7% Off January Highs Biotech stocks were weak again today exacerbated by still more bad news from Celgene (CELG) down over 8% on news that the FDA refused to review their Ozanimod product for […]
GBP/USD Price Plummets Into Critical Support Zone
The British Pound is down nearly 4% off the January high with the price now approaching key near-term confluence support. The focus is on a reaction here with a break lower risking substantial losses for Cable. GBP/USD DAILY PRICE CHART Technical Outlook: Sterling broke below the weekly opening-range yesterday with the decline now approaching key confluence support at 1.3765/89– […]
Rally Pause When Earnings Season Ends?
After almost 2 years of poor earnings performance going into the 2016 elections, the S&P 500 Index earnings per share (EPS) has grown strongly in each of the last 5 reporting periods ending March 1st 2018.The current reports indicate that nearly 75% of companies beat both earnings and sales estimates, the highest quarter of surprises […]
