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:
Grantham’s Contradictions
I thought it would be helpful to revisit Jeremy Grantham’s recent interview on Bloomberg UK’s Merryn Talks Money podcast. I’m a fan of Merryn, so I was inclined to give it a listen. You can find a link here.Let me also start this missive by saying that we at Smead Capital Management believe Jeremy Grantham is […]
Dow Snaps Losing Streak As Earnings Impress
The Dow surged 204 points today, snapping a four-day losing streak thanks to a slew of earnings reports — including a big quarterly win from Coca-Cola (KO) — that encouraged investors about the health of the stock market. The Nasdaq scored a triple-digit pop as well, while the S&P 500 (SPX) snapped its five-day skid, as the […]
Microsoft Soars As ‘Everything Beats’, Azure Growth Re-Accelerates
Image Source: Pixabay Microsoft (MSFT) shares are soaring after hours following a top- and bottom-line beat. Revenue was $56.5 billion (better than the expected $54.54 billion) and increased 13% (up 12% in constant currency). Diluted earnings per share was $2.99 (better than the $2.65 expected) and increased 27% (up 26% in constant currency). Under the hood, all the […]
3 Solid Retail Funds To Buy Ahead Of The Holiday Season
Image Source: Pexels The holiday season is approaching, and sales are expected to pick up this year, too. The retail sector has shown great resilience amid inflationary pressures that compelled the Federal Reserve to aggressively hike interest rates.This has seen retail sales increasing almost every month this year. Given this situation, investing in retail and discretionary […]
AgMaster Report – Tuesday, Oct. 24
DEC CORN After congesting for over 2 months in 470-500 trading range, Dec Corn decisively breached the $5.00 level last Thur & Fri – but was unable to close above it! The charts have confirmed what the fundamentals have been telling us for a while – the HARVEST LOW ARE IN!Being ½ way thru harvest […]
The Smart Way To Invest In Stocks
Smart Way To InvestIn this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. will illustrate how value investing is the smart way to invest in stocks. Whether you’re investing for growth or income, value investing can be highly effective. I will demonstrate by using FAST Graphs, the fundamentals analyzer software tool, to highlight the importance […]
Financially Unhinged: Rising Deficits And Bond Turmoil
Image Source: Pexels The Federal Open Market Committee, led by Jerome Powell, is indicating a pause in interest rate hikes, highlighting a need for caution and careful consideration of “highly elevated” geopolitical risks and other uncertainties. There’s potential for a move in December or later, but conditions need to be met based on comprehensive incoming data, […]
DraftKings Stock Outlook: MoffettNathanson Sees A 30% Upside
Photo by Julia Joppien on Unsplash DraftKings Inc (Nasdaq: DKNG) has lost about 10% over the past three months but a MoffettNathanson analyst says the weakness has only created an opportunity to buy. DraftKings stock could climb to $37 On Tuesday, Robert Fishman upgraded the sports betting company to “buy”. His $37 price target suggests about a 30% upside from […]
Macro: Flash PMI — US, EU, Japan, UK, Australia
Image Source: Pexels The initial print for October was good in the US. Europe continues to struggle. Japan weakens slightly. The UK flat-lines below 50. Australia drops. Numbers above 50 should indicate an economy is growing. FWIW, this data has been very choppy and even enigmatic. Composite Output Index US — 51, up from 50.2 (a […]
Grains Report – Tuesday, October 24
Photo by Polina Rytova on UnsplashCrop Progress Date 22-Oct 15-Oct 2022 Avg Cotton Bolls Opening 98 87 92 90 Cotton Harvested 41 33 44 39 Corn Harvested 59 45 58 54 Soybeans Harvested 78 52 78 67 Sorghum Mature 96 92 94 94 Sorghum Harvested 67 53 66 61 Peanuts Harvested 55 47 66 50 […]
