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Archives by Year:
Are We Moving Toward Fiscal Dominance?
A recent Bloomberg article suggested that we may be moving toward a regime characterized by fiscal dominance, at least part of the time: depositphotos In their paper, three economists from New York University, Stanford and London Business School argue that the US is moving from a regime of “monetary dominance” to one of “fiscal dominance.” In the former, […]
Why Sudden Risk-Off
The S&P 500’s ascent to well below my key level given to clients was rejected soon after the opening bell Friday, already in the low 5,640s – core PCE in line with expectations wasn’t good enough reason to bid equities higher. Chicago PMI at 46 is a marginal improvement on the prior reading as the […]
Apple Stock Price Analysis: Can It’s Valuation Be Justified?
Apple (AAPL) stock price has staged a strong comeback after bottoming at $195.80 in August. It has soared by over 16% from its August lows and is nearing a bull market. Also, the stock has jumped by 40% from its lowest point this year, giving it a market cap of over $3.48 trillion. depositphotos Apple is under […]
CrowdStrike Reports After The Fallout
depositphotosCrowdStrike (CRWD) finally reported its Q2 results. I was curious to see any early impact the 7/19 global IT outage might have caused. Results were not affected too much, as would be expected (since it happened so late in the quarter), with revenues up 32% and strong cash profitability. Forward numbers are a mixed bag. […]
Blackrock Vs Blackstone: Which Is A Better Stock To Buy?
Blackrock (BLK) and Blackstone (BX) stocks have rewarded their investors well for decades as they continued becoming dominant players in their respective industries. BX’s total return in the last five years stood at over 242% while BLK’s return came in at 142%. The S&P 500 index has risen by over 93% in the same period. depositphotos Dominant […]
Here’s Why Affirm Stock Is Up Nearly 40% This Week
This buy now, pay later stock is looking to make a comeback. Affirm (AFRM) stock has been on a tear this week, rising some 40% over the last couple of days alone since the fintech reported its fiscal fourth quarter earnings Wednesday.The buy now, pay later company, which provides consumers with installment loans at the point of purchase, […]
We Are In The Period Of Hot Air And Blue Skies, But The Month Of September Is Ahead!
Welcome back loyal readers. Hope you have had a good and profitable week in the markets and in life. We closed out yet another positive month of returns for 2024 as investors are encouraged seeing the softening occurring in the economy which will likely give the Federal Reserve room to lower rates at their upcoming […]
EIA August Monthly Energy Report – September 1, 2024
The EIA Monthly Energy Review is long and does not change much from month to month since a lot of the information is historical. Here I present the graphics from just the first three chapters. depositphotos It is enough to see that coal is being phased out, electricity is increasingly important and our incorporation of alternative sources […]
JP Morgan Stock: Fortress Balance Sheet, One Way To Bet On The USA
JP Morgan Chase (JPM) stock price has done well over the years as the company continued growing its market share in the banking industry. Its total return in the last five years has increased by over 136% while the S&P 500 index has risen by 108%. depositphotos JP Morgan growth is continuingThe United States is home to […]
Are Low Wages A Competitive Advantage In Trade?
I suspect that the average American assumes that low wage countries have a competitive advantage in international trade. Economists often rebut that argument using Ricardian trade theory. But the public cares little for “theory”, and remains unconvinced. So what about the real world? depositphotos There are many ways of looking at this question, but I suspect that […]
