Author Archive: Jeremy Parkinson
Dividend Yield Or Dividend Growth, Which Is The Most Important?
This is a guest contribution by Robert Kovacs. Fellow dividend growth investors (DGIers), how many times have you read online that you shouldn’t chase dividend yield but should instead focus on growth? If you’re like me and my son Sam, you’ve seen this way too many times. The idea has become a widely accepted mantra […]
Emerging Economies Go From Doom To Boom
Quick update today on the latest round of OECD Composite Leading Indicators and an observation on monetary policy trends within emerging markets. The main point is that from a cyclical perspective emerging economies are seeing a new, more accelerated, phase of their economic recovery, with the composite OECD leading indicator for EM reaching the strongest reading since […]
Germans Have Quietly Become The World’s Biggest Buyers Of Gold
When I talk about Indians’ well-known affinity for gold, I tend to focus on Diwali and the wedding season late in the year. Giving gifts of beautiful gold jewelry during these festivals is considered auspicious in India, and historically we’ve been able to count on prices being supported by increased demand. Another holiday that triggers […]
Economic Data Calls For October 12
Here’s what we are looking for in tomorrow’s economic reports (Oct 12, 2017) — Good Luck Trading! 1. EZ Industrial Production (5:00 NY Time) Bullish USD — Potential for upside surprise given stronger than expected rise in GE IP 2. US PPI Final Demand (8:30 NY Time) Bullish USD — Potential for upside surprise given […]
Stocks And Precious Metals Charts – Nobody Wins Unless Everybody Wins
“Even in a time of elephantine vanity and greed, one never has to look far to see the campfires of gentle people. Lacking any other purpose in life, it would be good enough to live for their sake.” – Garrison Keillor, The Prairie Home Companion I spent much of the afternoon picking up my in-laws […]
What To Watch In Bank Space Earnings Reports
JPMorgan (JPM) and Citigroup (C) are scheduled to report quarterly results on October 12, while Wells Fargo (WFC) is scheduled to report on October 13. What to watch for: 1. OUTLOOK: During its last earnings call, JPMorgan said it sees 2017 average core loan growth of about 8%, 2017 net interest income up over $4B […]
Fed Minutes: Third Rate Hike Unlikely
Federal Reserve officials last month deliberated whether forces subduing prices were permanent or temporary, as many policymakers believe more evidence of price gains are necessary to support third rate hike this year. “Many participants expressed concern that the low inflation readings this year might reflect not only transitory factors, but also the influence of developments […]
Telaria – Chart Of The Day
The Chart of the Day belongs to Telaria (TLRA) formerly know as Tremor Video. I found the Internet advertising company by using Barchart to sort today’s 52 Week High list first for the highest Weighted Alpha, then I used the Flipchart feature to review the charts for consistent price appreciation.Since the Trend Spotter signaled a buy on 8/10 the stock gained […]
Is Bridgewater A Fraud? Here Are The Troubling Questions Posed By Jim Grant
Jim Grant, author of Grant’s Interest Rate Observer, first hinted last week that not all is well when it comes to the world’s biggest hedge fund, Ray Dalio’s $160 billion Bridgewater (of which one half is the world’s biggest risk-parity juggernaut). Speaking to Bloomberg last week, Grant said he was “bearish” on Bridgewater because founder […]
Wednesday – Defensive Markets
The market seems to be getting just a bit defensive as REITs, Utilities, Large Caps did well today while small caps were a bit weak. There was some weakness in this group while the rest of the market advanced. These packaging stocks seem to sell off just before the broad market at the peak of […]
