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Archives by Year:
Bull Of The Day: Millerknoll
MillerKnoll, Inc. (MLKN) is not expecting a recession in North America as its business improves. This Zacks Rank #1 (Strong Buy) is forecast to grow fiscal 2024 earnings by the double digits.MillerKnoll owns iconic brands in both office and residential furniture including Herman Miller, Knoll, Colebrook Bosson Saunders, Design Within Reach, Edelman, HAY, Maharam, Muuto, NaughtOne, […]
After The Fed Hike Cycle, Is A Cash Allocation A More Viable “Option”?
Image Source: Pixabay Several investment professionals that I hold in high regard have made the statement that holding cash has optionality—in that it gives the opportunity to invest later at a lower price level. I would dispute the word option but agree that a tactical under-allocation to return-seeking assets can reduce risk in the near term much like […]
The Likelihood Of A Crash
Image Source: Pixabay My friend Michael Gayed is calling for a crash. I’d include the tweet here, but he swears all the time. It doesn’t bother me, but he’s not everyone’s cup of tea.I’ve been doing this for a while, and I’ve seen people call for crashes before. The funny thing is, I kinda agree this […]
The Futures Markets Are Telling Us Something – The Corn & Ethanol Report
Photo by Jesse Gardner on UnsplashWe kickoff the day with Durable Goods EX Transportation MoM, GDP Price Index QoQ Adv, Goods Trade Balance Adv, Initial Jobless Claims, Retail Inventories Ex Autos MoM Adv, Wholesale Inventories MoM Adv, Continuing Jobless Claims, Core PCE Prices QoQ Adv, Durable Goods ex Defense MoM, GDP Sales QoQ Adv, Jobless […]
Halloween Inflation Is Not Spooking The U.S. Consumer
Image Source: Pixabay Despite continued inflation, the consumer wants to celebrate the spooky season. Online Halloween merchandise is selling out on par with last year’s level, and faster than the pandemic and pre-pandemic levels. Given the mix of discounts, it looks like retailers might be able to maintain healthy margins.Moreover, the LSEG I/B/E/S and StarMine data […]
The Energy Report: Winds O War Premium
Photo by Documerica on UnsplashFundamentals for oil are taking a back seat to the shifting winds of war. It’s war premium in, then war premium out, then war premium back in again. Oil has faded since Sunday night on expectations that Israel’s move on the Gaza Strip and Hamas was indefinitely postponed. A headline from […]
Strong GDP Growth And Consumer Spending
The Bureau of Economic Analysis announced today that seasonally adjusted U.S. real GDP grew at a 4.9% annual rate in the third quarter. That’s well above the U.S. historical average growth rate of 3.1%. Real GDP growth at an annual rate, 1947:Q2-2023:Q3, with the historical average (3.1%) in blue. Calculated as 400 times the difference in the […]
Is Major Stock Market Index Warning Trouble Ahead?
Image Source: Unsplash When evaluating the stock market, looking at several key indicators to evaluate risk and positioning is good. And sometimes, those indicators are actual stock market indices or index ETFs.In today’s case, it’s an index ETF.Today, we look at a long-term “monthly” chart of the S&P 500 Equal Weight ETF (RSP). Here, we get the performance […]
Macro: Durable Goods New Orders
New orders for Durable Goods looks good on the surface, up 4.7% just from last month and 7.8% from a year ago. The headline number showed an increase of $13.215B. Non-defense aircraft orders were up $15.5B, so the aggregate of everything else was down on the month. New Orders for Sep. Nondefense Capital Goods ex-Aircraft […]
Yields Slide After Stellar 7Y Auction With Highest Bid-To-Cover Since March 2020
After two ugly auctions, at 1 pm ET the Treasury concluded the week’s coupon issuance with the sale of $38BN in 7-year paper in what was actually a rather recent auction.The high yield of 4.908% was above last month’s 4.673% and was the highest on record, but more importantly it stopped through the When Issued […]
