Category Archive: Finance
Why Janet Yellen Is About To Hate Bacon
For 99.9999% (our estimate) of Americans, there is great news on the way – retail bacon prices are about to plummet. However, with food accounting for 14% of CPI, we suspect the pork-price-pounding is about to become Janet Yellen’s new ‘transitory’ problem. In the first half of the year, the best performing commodity in the tradable universe […]
E Tim Duy: Stocks Won’t Crash; Look For These Indicators
Tim Duy says stocks won’t likely crash. He has a chart showing the behavior of our current stock cycle. And he has a set of leading indicators to look for down the road. Tim is very consistent in his pronouncements. He does not see stocks taking the economy down: But if not market valuations, what should be the […]
Have We Learned Nothing From The Financial Crisis?
One of the hottest ‘Trump triumph trades’ late last year was the financial sector. Banks stocks soared in the immediate aftermath of the election leaving some to question why they were so strong. Typically, the banks’ relative performance to the S&P 500 is highly correlated to the yield curve and this makes sense. When the […]
Gold Prices May Fall As Yellen Speaks At Jackson Hole Symposium
Commodity prices remain locked in familiar ranges as financial markets await direction cues from the Fed’s annual policy symposium underway in Jackson Hole, Wyoming. A much-anticipated speech from Chair Janet Yellen takes top billing. Traders are looking for comments signaling the imminent start so-called “quantitative tightening” (QT) – the unwinding of the US central bank’s bloated post-crisis […]
Crescent Point Energy, Inc. Trading At A Discount To Its Peers Despite Its High-Quality Oil & Natural Gas Assets
Written by SmallCapPower.com Crescent Point Energy Corp. (CPG) is a conventional oil and gas producer with high-quality light and medium oil and natural gas assets across western Canada and the U.S. Unlike other oil and gas stock prices, which typically mirror the underlying oil price, the share price of Crescent Point Energy is trading much […]
Calm Before The Storm?
Stocks slightly lower on the day. In tonight’s video we look towards the last week of August… Is the market in for a late summer storm? Watch tonight’s video market update to find out. Video Length – 00:06:16
Next Stop, Recession: The Financial Meteor Storm Is Headed Our Way
Business-cycle recessions are not just inevitable, they are necessary to flush bad debt and marginal investments/projects from the system. The next recession–which I suggested yesterday has just begun–will be more than a business-cycle downturn; it will be a devastating meteor storm that destroys huge chunks of the economy while leaving other sectors virtually untouched. The dynamic that’s about […]
Stocks To Watch: AME, MU, AOS
Today’s stock picks Long Ametek (AME) Long Micron Technology (MU) Short AO Smith (AOS)
Getting Harder Not Easier To Find Macro Improvement In 2017 (Housing)
The most recent housing data continues to suggest weakness. The National Association of Realtors (NAR) reports that sales of existing homes were down slightly last month from June. It continues a lower trend dating back to March. Overall, the level of resales is largely flat going back to the summer of 2015. At a 5.44 […]
Real Estate And Housing News – Thursday, Aug 24
We discuss the FHFA House Price Index, MBA Mortgage Applications, New Home Sales and Existing Home Sales along with some International Real Estate news in this video. The government finally starting to crack down on money laundering with these luxury Real Estate Deals. The Housing econ reports for this week all came in on the […]
