Author Archive: Jeremy Parkinson
Treasury Yields Tumble – Erase Post-Payrolls Spike
After Friday’s excited celebration of slowing wage growth spiked 30Y Treasury yields, it appears a weekend of reality-checks has prompted some to see economic growth prospects sliding… And the yield curve is testing back to its flasttest since the start of Feb…
E American Midstream Partners: Strong Segment Performance To Continue In 2018
American Midstream Partners (AMID) is a strong growth-focused master limited partnership. It is specifically involved in gathering, treating, processing, fractionating, and transporting natural gas, oil, and condensate to link producers and suppliers to diverse natural gas, NGL, and oil markets. Like similar MLPs, this particular partnership operates more than 3,000 miles of pipelines that gather and […]
Don’t Fall For Corporate America’s Dirty Trick
eBay … $6 billion. Alphabet … $8.6 billion. Pepsi … $15 billion. Wells Fargo … $22.6 billion. Cisco … $25 billion. Apple … $60 billion. Wage increases? Bonuses? Capital expenditure? Job creation? Nope. Planned stock buybacks for 2018, fueled by the recent corporate tax cut. Trump Administration and Congressional Republicans So far in 2018, U.S. […]
Market Talk – Monday, March 12
Having seen a record set for the Nasdaq and strong recovery in other core US markets, Asia opened the week on a positive note. The Hang Seng set the pace with an impressive +1.95% return with good performances from across the plain. We saw Energy, construction, banks and autos all helping to inspire confidence in […]
Weekly Predictions For Gold, Oil, And SPX
Predictions for this week on commodities and stocks. Video Length: 00:12:31
Chart Of The Week: Energy Stocks
This week the “Chart of the Week” looks at the energy sector of the S&P500 and specifically how it fits in in terms of market capitalization weight and share of total earnings across the index. Simply put, energy stocks have fallen to the lowest market cap weighting since late 2003 (and again at the height […]
Stocks Love Lack Of Wage Growth
Inflation Feared Less There was so much information in the February labor report, it needs a few articles to get through each data point and explain what each indicator means. The stock market rallied because there was jobs growth, but not much wage growth. In the previous few years of this expansion, the market wanted […]
More Than Half Of 2018 Earnings Growth Is From Trump’s Tax Cuts And Stock Buybacks
Heading into 2018, UBS has been one of the most bullish banks, with its equity analyst Keith Parker predicting the S&P500 hits 3,150 by year-end. And while UBS’ optimism is admirable if hardly unique with much of Wall Street expecting a similar return (which means that the pain trade is for everyone to be wrong), […]
Employment Report Shows The Bull Market Is Back On Track
Video Length: 00:04:01 Friday’s employment report was good news for the stock market bulls. The economy added 313,000 jobs in February. That’s the biggest one-month gain in almost two years. The closely watched participation rate rose by the most in almost eight years. The participation rate measures how many working-age individuals are employed or looking […]
