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Stock Market And Budget Projections: Do The Numbers Add Up?

Stock Market And Budget Projections: Do The Numbers Add Up?

It’s been a while since we’ve had Mr. Arithmetic here, but with Donald Trump coming back to the White House, we may need him around. The immediate reason for consulting his expertise is the projections for big stock market gains in 2025.It seems the median forecast is for the S&P 500 to rise by roughly 10 percent […]
Stocks And Precious Metals Charts – Otherworldly

Stocks And Precious Metals Charts – Otherworldly

Trading for the new year starts next week in earnest. This week was for the junior traders who for the most part just following orders.The commentary on the mainstream media, including financial television, is otherworldly.It will be interesting to see how January goes this year.Have a pleasant weekend. More By This Author:Stocks And Precious Metals Charts […]
Small Banks Suffer Big Deposit Outflows As Money Market Funds Hit Record Highs Into Year-End

Small Banks Suffer Big Deposit Outflows As Money Market Funds Hit Record Highs Into Year-End

Money market assets surged again in the last week of 2024 to a new record high of $6.848 trillion and at the same time money flowed into bank deposits for the fifth straight week, recovering all the outflows from the SVB crisis…Source: Bloomberg On a seasonally-adjusted basis, banks saw $58.5BN of deposit inflows (after 3 weeks […]
Enjoy The Bounceback… And Get Ready For Another Smack

Enjoy The Bounceback… And Get Ready For Another Smack

Image Source: Unsplash Markets were up strongly today, bouncing back from this week’s beatdown.But here’s the thing. Correlation is high and still increasing. I’ve talked a lot about this recently. Correlation is tricky stuff. When you see stocks moving with no headline or hard, identifiable event driving that move – that’s correlation.And what it takes up, […]
Dividends By The Numbers In December 2024 And 2024-Q4

Dividends By The Numbers In December 2024 And 2024-Q4

Image credit: SyedaAfreen1810443, CC BY-SA 4.0, via Wikimedia Commons. Dividends for the U.S. stock market ended 2024 on a positive note. Measured against their year-over-year comparables, the number of favorable dividend changes in December 2024 outweighed the number of unfavorable changes, giving us a net change of +5.The dividend situation becomes more complex when we get deeper […]
Exa Wants To Be The Google For AI

Exa Wants To Be The Google For AI

Image Source: Unsplash The increased adoption of AI has led to a surge of new use cases across all industries. One such interesting use-case is being developed by San Francisco-based Exa which is trying build a search engine for AI. Exa’s Offerings Exa was founded in 2021 by Harvard alumni and good friends, Will Bryk and […]
AskSlim Market Week – Friday, Jan. 3

AskSlim Market Week – Friday, Jan. 3

Photo by Nicholas Cappello on Unsplash Technical and cycle analysis, and market commentary.Video Length: 02:02:36More By This Author:AskSlim Market Week – Friday, Dec. 20 AskSlim Market Week – Friday, Dec. 13 AskSlim Market Week – Friday, Nov. 29
Stocks Snap Skids, Pick Up First Win Of 2025

Stocks Snap Skids, Pick Up First Win Of 2025

Stocks picked up their first win of 2025 today, breaking various losing streaks in the process. The Dow added 339 points to halt a four-day skid, while the S&P 500 and Nasdaq each posted gains of 1% or more to snap five-day losing streaks. Tech stocks propped up Wall Street today, with Nvidia (NVDA) logging its best […]
ISM Manufacturing Index Improves In December

ISM Manufacturing Index Improves In December

Unusually this month, the ISM manufacturing index was delayed one day after the first business day of the month. In other words, it was released this morning instead of yesterday.In any event, a refresher that because manufacturing is of diminishing importance to the economy, and was in deep contraction both in 2015-16 and again in […]
Ranked: Major Media Companies, By Profit Margin

Ranked: Major Media Companies, By Profit Margin

This chart compares the net profit margins of six big media companies where media and entertainment is a core business venture.All data sourced from various company reports with the latest full-year figures. Netflix, Paramount, and Warner Bros. Discovery follow the calendar year, and figures are as of 2023.Sony’s earnings are from their financial year ended March, 2024. Additionally, a conversion […]