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Archives by Year:
Stocks And Precious Metals Charts – On A Sea Of Troubles
The PPI came in a little higher than expected this morning.The markets took it hawkishly for Fed policy decisions on rates.The Dollar moved up to just below the 107 handle.Gold and silver were hammered from the beginning, down from their recent highs.I suspect that some of the small specs were leaning into this one.Stocks lost […]
General Electric, Spin-Offs, And Dividends
Back in March, long-standing blue chip company General Electric (GE) spun-off and merged its energy businesses (formerly GE Power, GE Digital, and GE Renewable Energy) into GE Veranova (GEV). Since the spin-off on March 27, GEV is the second best performing stock in the S&P 500 with a 161.9% gain. That is second only to the […]
Google’s Quantum Computer And Bitcoin
Ok, let’s address the elephant in the room. Recently, Google (GOOGL) hit the tape announcing the development of a 105-qubit superconducting processor chip named Willow.And immediately, Bitcoin (and all of crypto) sold off. Bitcoin fell from roughly $104k to $92k on the news. Bitcoin is a cryptographically secured network. Everyone is scared that this new quantum […]
Human Nature Is Prone To Self-Harm In Financial Bubbles
Twenty-four years ago, I was studying to become a financial analyst while working at a stock brokerage. Equity markets and animal spirits were soaring; the Nasdaq doubled in 1999 alone. Nortel was Canada’s pride and joy, accounting for over a third of Canada’s TSX stock index. In September 2000, Nortel was trading at C$124 a […]
Could A New Misery Index Help Explain The Election Outcome?
Image Source: Pexels 0In 1970 everyone was feeling bad about the economy. How bad? To put a number to the pervasively negative vibe, Arthur Okun created the “misery index:” the sum of inflation and unemployment rates.But now everyone is puzzled. Why was the economic vibe of 2024 bad enough to get the Democrats thrown out of […]
Korean Regulators Stand Firm On Timeline To Lift Short-Selling Ban By 2025
Image courtesy of 123rf.com South Korea’s financial watchdog affirmed its commitment to lift the short-selling ban in March next year despite market concerns over political uncertainties and implementation challenges.Financial Supervisory Service chief Lee Bok-hyun’s statements to global investors this week come three months after regulators extended the ban through March 2025, a decision that surprised many market observers when it […]
Russell 2000 Earnings Dashboard 24Q3 – Thursday, Dec. 12
Russell 2000 Aggregate Estimates and Revisions The 24Q3 Y/Y blended earnings growth estimate is 25.9%. If the energy sector is excluded, the growth rate for the index is 57.6%. Of the 1,798 companies in the Russell 2000 that have reported earnings to date for 24Q3, 55.8% reported above analyst expectations. The 24Q3 Y/Y blended revenue growth estimate is 0.9%. If the energy sector is excluded, the growth rate for the index […]
Dow Stumbles Again, Stuck In Worst Rut Since April
Inflation data giveth, and taketh away. While November’s consumer price index (CPI) gave stocks a boost yesterday, November’s hotter-than-anticipated producer price index (PPI) set stocks back today. Big Tech ushered the Nasdaq back below 20,000, while the Dow shed 233 points for its sixth-straight loss. The blue-chip index is now mired in its longest losing streak since […]
“Top 2025 Picks” Stock Market (and Sentiment Results)…
Fox BusinessOn Tuesday, I joined Cheryl Casone on Fox Business the “Claman Countdown” to discuss the biggest surprises coming in 2025 and a couple of our holdings. Thanks to Cheryl, Kathryn Meyers, Jake Mack and Liz Claman for having me on:Watch in HD Directly on Fox Business(Theme bet on new jockies/CEOs):We didn’t have time to […]
Biden Kicks Of Fiscal 2025 With Biggest Deficit Ever Who Cares?
Through the first two months of fiscal 2025, the Biden administration managed to run a $624.21 billion budget. It’s the biggest shortfall to start a year on record. The November deficit came in at $366.76 billion, according to the Monthly Treasury Report. That was 16.8 percent higher than the November 2023 shortfall and the biggest November deficit on […]
