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Archives by Year:
Netflix Betting Big On India
After a rather weak second quarter earlier this summer, Netflix (Nasdaq: NFLX) restored faith amongst investors by delivering stellar third-quarter results. The stock market is pleased with the performance as its stock soared 17% in the after-hours trading session. Netflix’s Financials Netflix’s Q3 revenues grew 34% over the year to $4 billion, marginally ahead of the […]
October 2018 Initial Unemployment Claims Rolling Average Marginally Worsens
The market expectations for weekly initial unemployment claims (from Econoday) were 210 K to 217 K (consensus 215,000), and the Department of Labor reported 210,000 new claims. The more important (because of the volatility in the weekly reported claims and seasonality errors in adjusting the data) 4 week moving average moved from 209,750 (reported last […]
Reprieve In Emerging Markets May Be Nearly Over
I identified three forces that have undermined emerging markets as an asset class: The US policy mix, which results in upward pressure on the dollar and interest rates, competes with other capital importers. This coupled with the second force, the rise in oil prices (which to some extent is also the result of US policies, […]
Travelers (TRV) Q3 Earnings And Revenues Top Estimates
Travelers (TRV – Free Report) came out with quarterly earnings of $2.54 per share, beating the Zacks Consensus Estimate of $2.22 per share. This compares to earnings of $0.91 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 14.41%. A quarter ago, it was expected that […]
Jobless Claims Fall Slightly More Than Expected
After reaching what was tied for the highest weekly reading (215K) since July last week, jobless claims fell slightly more than forecast, dropping from 215K down to 210K compared to expectations for a level of 211K. Perhaps the most noteworthy aspect of the previous sentence was the fact that a weekly reading of 215K represented […]
The Big Surge
Oil prices got whacked after the Energy Information Administration (EIA) said that U.S. oil supply surged as they offered an entirely different view of U.S. crude supply than the American Petroleum Institute (API) a day earlier. The EIA reported that U.S. crude supply exploded by 6.5 million barrels last week, shocking mostly everybody counting barrels. […]
Global Stock Market Indexes Flash Bearish “Look Alike” Patterns?
Over the past several weeks, I’ve shared several examples of key stock market indexes and indicators hitting long-term resistance. Today, we’ll do the same… but with a much wider lens. We’ll look at 9 different stock market indexes in the developed markets that look concerning. When a stock or market index hits resistance, it has three […]
Philip Morris (PM) Q3 Earnings And Revenues Top Estimates
Philip Morris (PM – Free Report) came out with quarterly earnings of $1.44 per share, beating the Zacks Consensus Estimate of $1.28 per share. This compares to earnings of $1.27 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 12.50%. A quarter ago, it was expected […]
Trump: The Federal Reserve Is My Biggest Threat
A discussion on the economy, the US Dollar, energy and transportation. Audio Length: 00:15:18
Dollar Libor Jumps To Fresh 10 Year High, Adding To Funding Headwinds
It may be the bete noir of the credit market, but despite the gradual phase out of the infamous manipulated benchmark, Libor remains the reference rate for trillions in floating rate debt instruments, and in a further indication that monetary conditions are tightening aggressively and that funding headwinds are rising, overnight 3M USD Libor rose by 1.94bps […]
