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Archives by Year:
Weekly Technical Update: S&P 500 – Sunday, Dec. 15
Image Source: PexelsThe S&P 500 has continued to work its way higher, as it appears destined to reach the 6,200 level. In this video, I take a closer look at the market and update the labeling on the charts. Next week’s economic data will shift focus to PMI readings, U.S. Retail Sales, and the Fed decision on Wednesday.00:33:31More By This Author:Nasdaq […]
Is A Santa Claus Rally Into Year End Still Likely?
Image Source: Pixabay Stocks have been choppy over recent weeks, as portfolio manager Lance Roberts predicted due to end-of-year rebalancing by the major Wall Street funds.Once that wave is over, does a Santa Claus rally still look likely to occur?Lance and I discuss the odds of this, as well as the recent inflation data, poor price […]
Is The Treasury Market Signaling A Financial Crisis?
Image Source: Unsplash Update on T-bills. Last week’s wild auctions repeated this week, only with flipped maturities. Other related data confirm the sharp demand as well as dealer participation in it. We discuss the implications plus dig into the reason why collateral is so important to begin with, and also why we don’t know nearly enough […]
Revisiting, “This Time Is Different”
Image Source: Pexels Efforts to justify the most recent market melt-up following the election of Donald Trump are difficult to comprehend if you are one of those already skeptical of this market. A read of the 2009 bestselling book titled, “This Time Is Different” did little to convince me that this time is different. It chronicles […]
Be Careful In This Unforgiving Market. The Tide Is Turning.
Image Source: Unsplash “It isn’t enough to believe in something, you have to have the stamina to meet obstacles and overcome them, to struggle.” – Golda Meir Market Commentary: Be careful in this unforgiving market. Know what you own, and why. We see excellent set-ups in top-ranked Magnet stocks while several market leaders are breaking down. The […]
Buying Alphabet/Google After Reviewing Price Target
Image Source: Pixabay During my routine review of the fair value targets for Watch List stocks, I noticed there was a bug in my spreadsheet for the calculation of Google’s (GOOG, GOOGL) fair value target. For terminal value, I was discounting by the free cash flow margin rate instead of the discount. This led to a quite substantial under-estimation of […]
Omnicom And Interpublic Announce $13.25 Billion Merger To Form World’s Largest Advertising Agency
Image Source: Pixabay The merger will bolster capabilities in media buying, data analytics, and technology-driven advertising solutions, aligning with the shift toward digital and programmatic advertising.The focus on recurring and predictable revenue streams is a strategic response to the disruption caused by tech giants like Google (GOOGL) and Amazon (AMZN) in the advertising space.With $25 billion in combined annual revenues and a workforce exceeding 100,000, the […]
Banco BBVA Argentina: Is This Deeply Undervalued Stock A Hidden Gem?
Image Source: Pexels As part of our ongoing series here at The Acquirer’s Multiple, each week we focus on one of the stocks from our Stock Screeners, and why it’s possibly a deeply undervalued gem.The Stock this week is: Banco BBVA Argentina (BBAR)Banco BBVA Argentina S.A. (BBAR) is a prominent financial institution in Argentina, offering a comprehensive range […]
Major Sector ETFs – Buy This Dip?
From my last Daily: “But, unless the market continues to broaden, we can almost take the Mag 7 stocks outperforming as a lack of confidence…Unless small caps can deliver.” As we ended this week, clearly Nasdaq held up better than pretty much everything else. S&P 500 had its first red week in over a month! Inflation numbers spooked […]
Is Copper Still The ‘New Oil’?
Image Source: Pixabay In 2021, Goldman Sachs declared copper “the new oil”, highlighting its essential role in clean energy technologies.Two years later, the IMF forecasted that copper demand will rise by over 66% from 2020 to 2040 as the world transitions away from oil.In this graphic, Visual Capitalist’s Marcus Lu illustrates how copper demand is projected to increase over the coming […]
