Archives by Month:

Archives by Year:

Are Continuing Claims A Concern?

Are Continuing Claims A Concern?

With the holidays, today’s economic data slate was light with only jobless claims on the calendar.  For initial claims, this week’s reading came in at 219K. That was down 1K from an unrevised reading of 220K the previous week and was a surprise decline versus the forecasted print of 223K. Seasonally adjusted weekly claims have […]
Dow Logs 5th-Straight Win; Nasdaq Holds 20,000

Dow Logs 5th-Straight Win; Nasdaq Holds 20,000

A Santa Claus rally is still in play, albeit barely.Amid lighter volume, the Dow pared a triple-digit loss at its session lows, capturing a fifth-straight win. While the S&P 500 and Nasdaq also fought their way back into positive territory, both finished marginally in the red, though the tech-heavy latter managed to hold the psychologically-significant 20,000 level.  […]
Why Not Tax Hikes To Fix The Budget?

Why Not Tax Hikes To Fix The Budget?

Why don’t I push for tax increases to address the massive budget deficits and the ever-growing national debt?The answer is simple – Uncle Sam doesn’t have a revenue problem. He has a spending problem. Did Tax Cuts Pillage the Treasury? A reader posed the question in response to an article I wrote about the recent budget […]
Continued Unemployment Claims Make A New High For The Year

Continued Unemployment Claims Make A New High For The Year

The lead chart shows the Continued Claims and the 4-week moving average of continued claims from the Department of Labor Weekly Claims Report.Continued Claims The advance seasonally adjusted insured unemployment rate was 1.3 percent for the week ending December 14, an increase of 0.1 percentage point from the previous week’s unrevised rate. The advance number for seasonally adjusted […]
Ranked: The World’s 10 Largest Companies By Revenue (2019-2024)

Ranked: The World’s 10 Largest Companies By Revenue (2019-2024)

Collectively, the world’s 10 largest companies by revenue generate roughly $4.6 trillion in annual sales, exceeding the GDP of countries like Japan and Germany.Over the past five years, corporate balance sheets have swelled amid robust consumer demand, recovering economies, and strong labor markets. At the same time, stock markets have become increasingly concentrated, with the […]
Strive files for “Bitcoin Bond” ETF tied to MicroStrategy holdings

Strive files for “Bitcoin Bond” ETF tied to MicroStrategy holdings

Key Takeaways Strive’s ETF offers Bitcoin exposure through “Bitcoin Bonds,” primarily MicroStrategy convertible securities and derivatives. The ETF seeks to participate in the growing institutionalization of Bitcoin. Share this article Strive Asset Management is launching a new ETF that will provide exposure to Bitcoin through convertible securities, primarily focusing on MicroStrategy’s holdings.The Strive Bitcoin Bond […]
Stock Analysis: Great-West Lifeco

Stock Analysis: Great-West Lifeco

Image Source: Pexels Great-West Lifeco (GWLIF) provides life insurance, health insurance, retirement products, asset management, record-keeping services, and reinsurance products in Canada, the United States, and Europe.The Canada business contributes approximately 31% of adjusted earnings and has leading market positions in group insurance, group retirement, and individual insurance.The company operates the second-largest record-keeping business under the […]
A Bullish Narrative For Stocks

A Bullish Narrative For Stocks

The theme of my Tuesday blog article was the fact investors have a high allocation to stocks relative to history and this could be a symptom that exacerbates a market pullback. Also, noted in the earlier post, the Conference Board’s consumer survey noted a record percentage of respondents stated stocks would be higher over the course of the next […]
Eaton Stock Offers Exposure To All The World Will Spend On In 2025

Eaton Stock Offers Exposure To All The World Will Spend On In 2025

Image Source: Pexels The risk of underspending on artificial intelligence could be infinitely more detrimental than the risk of overspending on it – that’s currently the consensus among tech executives.And that’s what may unlock further upside for Eaton Corporation PLC (NYSE: ETN) in 2025.Eaton stock is up close to 50% year-to-date at writing but famed investor […]
Softs Report – Thursday, Dec. 26

Softs Report – Thursday, Dec. 26

DepositPhotos COTTON General Comments: Cotton was lower on Tuesday. The trends are still mostly down. Selling has come from news that Trump will impose some big tariffs on China, but the tariffs posted were not as high as he had threatened before during the campaign. China has big problems with its domestic economy with consumer […]