Category Archive: Finance
When Will We Ever Learn?
Life is full of irony. When I was in school, I hated history. It was boring. It was pointless. How was reading about a bunch of dead people ever going to be useful in life? Today, I consume everything I can find on history. Particularly, financial history. Ironic. Of course, it only took me 25 […]
The Stock Market’s Ugly Truth – Only 6 Stocks Matter
When we first exposed the shockingly dire lack of breadth in US equity markets, it was shrugged off by the mainstream media as yet another ‘worry’ in the wall to climb. It seems, however, that facts inevitably force their way to the surface and so both Bloomberg (more than 100% of this year’s increase in the S&P 500 […]
BOJ: When All Else Fails, Change The Metric
The Bank of Japan is engaged in the most aggressive asset purchases, and yet it has largely failed to lift inflation. National consumer prices for June will be reported at the end of this week. The headline rate is expected to fall to 0.3% year-over-year from 0.5% in May. This would be the smallest increase since […]
Bull Of The Day: Euronav
Euronav NV (EURN – Snapshot Report) is a crude tanker pure play, and is the third largest public operator of Suezmax and VLCC vessels. Currently, OPEC is producing high levels of crude, and is expected to continue this pattern over the foreseeable future. Euronav is extremely well positioned in the crude tanker market to take advantage of these […]
June Durable Goods: A Bit Of A Bounce
The Advance Report on Durable Goods released today by the Census Bureau was a bit better than expected. Here is the Bureau’s summary on new orders: New orders for manufactured durable goods in June increased $7.7 billion or 3.4 percent to $235.3 billion, the U.S. Census Bureau announced today. This increase, up following two consecutive […]
5 Undervalued Companies For Defensive Investors With High Dividend Yields – July 2015
There are a number of great companies in the market today. By using the ModernGraham Valuation Model, I’ve selected the five highest dividend yields among the undervalued companies for defensive investors reviewed by ModernGraham. Each company has been determined to be suitable for Defensive Investor according to the ModernGraham approach. This is a sample of one screen […]
The Top 5 Best Analyst Coverage On Twitter, Inc.
Social media giant Twitter, Inc. (NYSE:TWTR) is scheduled to announce second quarter 2015 earnings on Tuesday, July 28, after market close. Analysts are eager for Twitter to announce a replacement for outgoing CEO Dick Costolo and implement new initiatives to make their platform more user-friendly. While they await these changes, Wall Street analysts have been […]
Deflation And Recession: Yes Or No?
A couple of indicators look ominous. Remember when inflation was a worry? How long ago was that? Nowadays it’s deflation, or disinflation if you prefer, that keeps people up at night. The signs are all around, particularly in the ETF market. Case in point: Compare the performance of commodities to that of bonds to get a […]
5 Stocks To Watch For This Week
Reports Tuesday, July 28 Report Wednesday, July 29 Report Thursday, July 30 Gilead Sciences (GILD) Gilead Sciences (GILD) reports its FQ2 ’15 results on Tuesday after the market close. Both Estimize and Wall Street are predicting a fall in EPS and revenues QoQ. Estimize are forecasting an EPS figure of $2.78 and a revenue target of […]
Durable Goods New Orders Improved In June 2015. Rolling Averages Declined
The headlines say the durable goods new orders improved. This series has been in a general downtrend since seen since November 2014. The three month rolling average is continuing to decline and is in contraction. Note that the headline “improvement” is on the back of a downwardly revised previous month data. Econintersect Analysis: unadjusted new […]
