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Archives by Year:
Canadian Dollar Rallies On Upbeat GDP Data And A Softer USD
Photo by Michelle Spollen on Unsplash The Canadian Dollar (CAD) is trading higher for the fourth consecutive day on Thursday, yet with price action contained within previous ranges. Canada’s Gross Domestic Product bounced up strongly in January with preliminary estimations for February pointing to further economic expansion. These figures have restored confidence in Canada’s economic outlook, cooling off market expectations of […]
The Fastest Rising U.S. Housing Markets In 2024
The U.S. housing market has been on a tear, with median sales prices rising more than 40% since February 2020.While cities in southern states like Florida have witnessed some of the strongest price growth, more affordable cities across the Midwest are also seeing growing demand as buyers seek out cheaper options.This graphic shows the U.S. metros with […]
The Market Will Soon Hit An Air Pocket And Drop 20% In A Matter Of Months
Yesterday, in a presentation to investors, Dubravko Lokas-Bujas, JP Morgan’s Chief Global Equity Strategist, called for an “out of the blue” stock market crash to finish 2024 at 4200 – about 20% below current levels. The reason he gave is that investors have piled into The Magnificent 7 – which have been the engine behind the […]
The Masses Said Small Caps Were Death & Going To Spiral Lower
Today is the last day of the week, month, and quarter as markets are closed in observance of Good Friday. March and Q1 definitely flew by! As a reminder I will be conducting my quarterly webinar on Wednesday at 7:30 pm where I review the events of Q1, discuss our strategies and their performance as […]
Real GDP For The Fourth Quarter Revised Up, GDI Jumps
GDP and GDI data for the fourth quarter from the BEA, chart by MishChart Notes Gross Domestic Product (GDP) and Gross Domestic Income (GDI) are two measures of the same thing. Product produced should match sales and income. They do over time, but this is a large ongoing discrepancy. Real Final Sales is the bottom line […]
Gold And Silver: A Hedge Against Currency Risk
Image Source: Pixabay Holding fiat currency is risky business and that’s not going to change any time soon.Currency risk is one of the factors driving the recent rally in gold and silver. It’s no coincidence that the recent gold and silver rally started as the U.S. ramped up threats to seize Russian dollar assets.However, using the […]
Hedgeye Claims Reddit Is ‘Grossly Overvalued’, Insiders Sell Shares After IPO
Image courtesy of 123rf.com Reddit Inc. (NYSE: RDDT) has made headlines since its blockbuster IPO, but only some of the attention has been positive. The social media giant’s stock has experienced significant volatility, with insider trading and overvaluation concerns taking center stage. As top executives, including CEO Steve Huffman, CFO Andrew Vollero, and CTO Christopher Slowe, sell substantial […]
All Or Nothing Comes Back
Although the S&P 500 is ending the week little changed (as of this writing it is trading 7 bps higher today), yesterday’s gain came in at a more impressive 86 bps. Besides the size of the move higher was that the gain occurred on very strong breadth with the S&P 500 registering an “All or […]
Russell 2000 Earnings Dashboard 23Q4 – Thur., March 28
Image Source: Unsplash Russell 2000 Aggregate Estimates and Revisions The 23Q4 Y/Y blended earnings growth estimate is -18.9%. If the energy sector is excluded, the growth rate for the index is -14.1%. Of the 1,744 companies in the Russell 2000 that have reported earnings to date for 23Q4, 54.8% reported above analyst expectations. The 23Q4 Y/Y blended revenue growth estimate is -1.4%. If the energy sector is excluded, the growth rate for […]
The Euro Currency Could Weaken
Image Source: Pixabay The Euro Currency Index with ticker EURX was in a recovery mode in the last couple of weeks, but EUR/XXX crosses didn’t move much, because other currencies were also quite strong, except Japanese yen. Anyway, if we take a look at EURX chart, we can see it trading in a larger A-B-C corrective […]
