Category Archive: Finance, No picture
Should You Use The VIX To Time The Market?
A discussion on whether or not you should use the VIX to time the market and its nuances. Video Length: 00:04:00
JPMorgan Says Buy JetBlue, Sell Southwest As Market De-Rates
In a research note this morning, JPMorgan analyst Jamie Baker downgraded United Continental (UAL) and Spirit Airlines (SAVE) to Neutral, cut Southwest Airlines’ (LUV) rating to Underweight, and upgraded JetBlue Airways (JBLU) to Overweight. While the analyst acknowledged that the industry remains on a path toward margin expansion for the first time since 2014, he […]
The Top 10 PE10 – Updated (Global Equity Valuations)
With the global equity market correction spreading from Emerging Markets and Europe finally over to America too, it’s tempting to ask (given the move in valuations): are global equities cheap yet? …and which countries are the cheapest? In this article we provide an update to the “top 10 PE10” series, providing an insight into global […]
Beyond Bitcoin And ICOs: The Future Of Blockchain
Bitcoin may or may not be in the future, but Blockchain surely will be. The next applications will be more legitimate. In response to First US Real Estate Transaction in Blockchain: What’s Next? I received an interesting email from William Entriken. He is working on the Ethereum project. The project involves standardizing the process of transacting real […]
E Third World Populism
Today three leading emerging markets are in focus over political and populist moves threatening their economies. First, Mexico’s President-elect Lopez Obrador allowed an open-list all-comers referendum to veto a new airport for Mexico City, which needs one. There are environmental issues but the main reason people voted against the half-completed site was NIMBY, a phenomenon […]
Home Ownership Rate: Up 0.8% YoY In Q3
Over the last decade, the general trend has been consistent: The rate of home ownership continues to struggle. The Census Bureau has now released its latest quarterly report with data through Q3 2018. The seasonally adjusted rate for Q3 is 64.4 percent, unchanged from Q2. The nonseasonally adjusted Q3 number is 64.4 percent, up fractionally […]
Annual Home Price Gains Fall Below 6% In August
With today’s release of the August S&P/Case-Shiller Home Price Index, we learned that seasonally adjusted home prices for the benchmark 20-city index were up 0.10% month over month. The seasonally adjusted national index year-over-year change has hovered between 4.2% and 6.7% for the last two-plus years. Today’s S&P/Case-Shiller National Home Price Index (nominal) reached another […]
Why Platinum Could Be Headed To $900
Platinum is an important precious metal. It is found mostly in South Africa and Zimbabwe. Like other precious metals, it is found deep inside the earth’s crust. This makes it an expensive metal to mine, which leads to depressed margins for the miners. This also makes the industry a very difficult one to enter. Platinum […]
Consumer Confidence Up Again In October
The latest Conference Board Consumer Confidence Index was released this morning based on data collected through October 18. The headline number of 137.9 was an increase from the final reading of 135.3 for September, a downward revision from 138.4. Today’s number was above the Investing.com consensus of 136.0. “Consumer Confidence increased in October, following a modest gain in September, […]
Danger Zone: Investors Who Ignore Accounting Rule Changes
Next year, S&P 500 companies will add roughly $600 billion (2% of total assets) to their balance sheets. One company will more than double its reported assets (and more than quadruple its reported liabilities). This swelling of corporate balance sheets won’t come from increased investment or extra cash from tax cuts. It won’t come from […]
