Author Archive: Jeremy Parkinson
Waiting On Earnings
Very quiet action, meaning, there is no action. The trend does remain higher but bases need to be built as stocks build the strength to continue higher so no rush. It will happen when it happens and we will be ready. Earnings season really gets going on the 19th so we may have to wait […]
Financial Analog
Anyone else feeling the summer doldrums? I am. It can vary from day to day. Yesterday, for instance, seemed like kind of a kick. Today was three letters: M, E, and H. Oh, well. There’s just not much going on. Earnings season hasn’t started, and the political scene just has boring nonsense like this Trump/Russia […]
Preparing For The Bottom: Part 3 – Gold To Silver Ratio
In the first part of the Preparing for THE Bottom series, we emphasized the need to be sure to stay alert and focused in the precious metals market, even though it may not appear all that interesting. We argued that preparing for the big moves in gold that are likely to be seen later this year should […]
Treasury Snapshot: Yields Up In July
Note: We’ve updated this commentary with data through today’s market close. Let’s take a closer look at recent activity in US Treasuries. The yield on the 10-year note ended the day at 2.37% and the 30-year bond closed at 2.92%, well off their interim highs. Here is a table showing the yields highs and lows […]
Gold, Yen Bid As Investors Seek Safety After Trump Jr. Snitches On Self
If you were looking for an interesting set up heading into Yellen’s testimony on Capitol Hill, you got one on Tuesday. Both gold and the yen were bid on the heels of Donald Trump Jr.’s tweets revealing a potentially damning e-mail chain that documents preparations for a meeting between Trump associates and a Russian lawyer. […]
Semiconductors Find Some Traction
Since my last update, there was a significant break and piecemeal recovery across many markets. Not all markets suffered to the same degree and new leadership could emerge. The Semiconductor Index made steady gains after suffering the largest profit sweep in June. The bearish engulfing pattern remains the dominant pattern but the index managed to […]
Amazon, Whole Foods & Selling A Company You Love
Selling stock you own with a company you love can be heartbreaking, tune in this week as we go over Danielle’s sale of her Whole Foods stock. Join us as we discuss the payout of dividends, arbitrage, and other investing must-know terms. How to preliminarily value Amazon and Whole Foods in the midst of the […]
Better Dividend Aristocrat: Coca-Cola Or PepsiCo?
On the surface, Coca-Cola (KO) and PepsiCo (PEP) might seem like identical companies. They are the top-two soda companies in the U.S., and both have similar histories of raising dividends. Both Coca-Cola and PepsiCo are members of the Dividend Aristocrats list. The Dividend Aristocrats Excel spreadsheet has 51 stocks with 25+ consecutive years of dividend increases. PepsiCo […]
Didn’t Notice The Proposed Changes To The SLR? Don’t Worry, Most Markets Didn’t Either
The US Treasury released its first report (under Trump) on re-examining financial regulations and their impact on economic growth. The publication was little noticed because most people don’t much care about Supplemental Leverage Ratios (SLR), though they should. For decades, regulators allowed banks to operate under Basel rules as if capital ratios were sufficient criteria for identifying […]
Demographic Trends For The 50-And-Older Work Force
Our earlier update on demographic trends in employment included a chart illustrating the growth (or shrinkage) in six age cohorts since the turn of the century. In this commentary, we’ll zoom in on the age 50 and older Labor Force Participation Rate (LFPR). But first, let’s review the big picture. The overall LFPR is a simple computation: […]
