Category Archive: Finance

Bullish On Larsen And Toubro For Long-Term

Bullish On Larsen And Toubro For Long-Term

Analysis Overview – Since Mr. Narendra Modi assumed power, the NIFTY Infrastructure index has declined by 16% and Larsen and Toubro has declined by 17%. The index and the stock indicate that infrastructure sector investment has been sluggish. The chart below gives the returns for the infrastructure index, L&T and NIFTY since May 2014. Clearly, the […]
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                        The Fed Is Already Easing Policy

EC The Fed Is Already Easing Policy

The Fed threw in the towel this week and acknowledged what the market has known for some time. The four rate hikes previously envisioned for this year are now just two – the dots are falling. According to the Fed, the economy is just fine, just not fine enough to handle interest rates that don’t […]
Weekend Reading: Did The Fed Just Cage The Bear?

Weekend Reading: Did The Fed Just Cage The Bear?

The past two week’s have been full of Central Bank interventions starting with the ECB last week and culminating with a more accommodative Fed and BOJ interventions this week. As stated earlier this week: “The Fed currently finds itself in a tough spot from a “data dependent” standpoint. Last December, when the Fed Funds rate was increased, the Fed […]
Adobe Hits 52-week High After Beating Quarterly Estimates, Raising FY16 Outlook

Adobe Hits 52-week High After Beating Quarterly Estimates, Raising FY16 Outlook

Shares of software provider Adobe Systems (ADBE) are advancing after the company posted better-than-expected first quarter results and raised its outlook for fiscal 2016. WHAT’S NEW: Thursday night after the close, Adobe reported Q1 adjusted earnings per share of 66c and record quarterly revenue of $1.38B, beating analysts’ consensus estimates of 61c and $1.34B, respectively. […]
What The Alphabet AlphaGo Victory Means For The AI Sector

What The Alphabet AlphaGo Victory Means For The AI Sector

123RF In February Amigobulls reported that Alphabet Inc-A (NASDAQ:GOOGL) claimed a major Artificial Intelligence (AI) breakthrough with a software program, dubbed AlphaGo, which taught itself to beat a top human player of the board game Go. Go is much more complex than chess and, until recently, no machine had beaten a human Go champion. In fact, experts predicted it would be […]
People Over Products

People Over Products

“Davidson” submits: Give me a good manufacturer of ‘pumps’ or any company which does or makes something normally thought as ordinary but does it very well and one can make a lot of money. Danaher ($DHR)  is a good example. Danaher tends to confuse many because it is a conglomeration of more than 1,000 companies […]
Silver-Gold Ratio

Silver-Gold Ratio

Because I like overly simple pictures to help me counteract hype everywhere I see it, especially in the Silver Bug, Inflation Bug and Commodity Guru communities…   This chart (and its editorial comment) was produced several months ago when the SGR was trying to bounce through resistance. Today the message is unchanged.
Interview Of TSX-V Market Veteran & Lithium Sector Bull, Ron Loewen

Interview Of TSX-V Market Veteran & Lithium Sector Bull, Ron Loewen

TM editors’ note: This article discusses a penny stock and/or microcap. Such stocks are easily manipulated; do your own careful due diligence. According to Vancouver capital markets veteran Ron Loewen, evidence is mounting that the Canadian TSX Venture Exchange (“TSX-V”) has hit bottom and investors have a rare opportunity to create wealth by investing in early stage […]
Unemployment Rate Doesn’t Fit JOLTS, Either

Unemployment Rate Doesn’t Fit JOLTS, Either

The latest JOLTS update finds total hires in January down by a rather large 372k, leaving the monthly seasonally-adjusted rate at still 5 million. Given that the estimated hires rate increased unusually in December, it seems as if January was the statistical catchup or seasonal give-back. That leaves intact the same sideways pattern that first […]
Greenback Bloodbath Continues After FOMC Meeting

Greenback Bloodbath Continues After FOMC Meeting

On Wednesday, US data release showed a 0.3% rise in the CPI (Consumer Price Index) for the month of February compared to January’s figures, while the expectation was for a 0.2% hike. The headline CPI came in as expected at -0.2%. Another data release from the same day showed a housing starts figure better than […]