Emerging Markets, Credit Spreads, And Iron Condors
Sep 12, 2018
Jeremy Parkinson
Finance, No picture
Video Length: 00:45:34 Today, we go over emerging markets performance. Then we take a look at different types of options plays including credit spreads (Bull Puts & Bear Calls), iron condors, and directional vs. non-directional trading.
Job Openings And Labor Turnover: Clues To The Business Cycle – Tuesday, Sept. 11
Sep 11, 2018
Jeremy Parkinson
Finance, No picture
The latest JOLTS report (Job Openings and Labor Turnover Summary), with data through July, is now available. From the press release: Job Openings and Labor Turnover Survey (JOLTS) Data Corrections This news release contains corrections to previously released data in tables A, 1-3, 5, 7-9, and 11. More information on these corrections as well as a complete […]
WEC Energy Group, NextEra Energy: Great Utilities But Risky Stock Values
Sep 11, 2018
Jeremy Parkinson
Finance, No picture
Introduction It is quite easy to get caught up, and quite hard to avoid getting caught up in a great bull market like the one we are currently in. However, it’s important to remind ourselves that: “everybody is a genius in a bull market.” In my experience, the hardest thing for investors to do is […]
Trade Update On These 3 Stocks: AMZN, MSFT And AAPL
Sep 11, 2018
Jeremy Parkinson
Finance, No picture
In tonight’s video, I discuss key support levels for /ES and /NQ in play as the market rallies up away from daily chart support targets. I follow-up on bullish bounce trades discussed last week in AMZN, MSFT, and AAPL. Note the key levels and adjust open trades accordingly this week. Video Length: 00:08:47
Demographic Trends For The 50-And-Older Work Force – Tuesday, Sept. 11
Sep 11, 2018
Jeremy Parkinson
Finance, No picture
Note: This commentary has been updated with the latest numbers from last week’s Employment Report. 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). […]
Rate Hike Odds Into Next Year And A Recap Of End Of Cycle Data
Sep 11, 2018
Jeremy Parkinson
Finance, No picture
Marc Chandler, Global Head Of Currency Strategy at Brown Brothers Harriman and the editor of the great blog MarcToMarket.com shares his thoughts on the recent data we have seen out of the US. The jobs data from last week was strong on the wage inflation front which is driving further rate hiking expectations. We look […]
$300 Billion Cash Repatriated In Q1, GS Expects Eventual $1Trillion In Buybacks
Sep 11, 2018
Jeremy Parkinson
Finance, No picture
In response to the Trump tax cuts, corporations are repatriating record levels of cash. The Tax Cuts and Jobs Act encouraged the repatriation of profits, which had been subject to additional U.S. levies after it was brought home. In response to the Trump tax cuts, there was a Dramatic Rise in Corporate Cash Brought Home in 2018. […]
U.S. Workforce Recovery – Tuesday, Sept. 11
Sep 11, 2018
Jeremy Parkinson
Finance, No picture
We’ve updated our monthly workforce analysis to include last week’s Employment Report for August. The unemployment rate remained at 3.9%, and the number of new nonfarm jobs (a relatively volatile number subject to extensive revisions) came in at 201K. The Unemployment Rate The closely watched headline unemployment rate is a calculation of the percentage of the Civilian […]
Capitulation Between Gold And Gold Stocks
Sep 11, 2018
Jeremy Parkinson
Finance, No picture
David Erfle, Founder of The Junior Miner Junky joins me to discuss the capitulation in gold stock compared to the gold price. A potential slingshot move is mentioned but there are some key levels that GDX would have to break through to turn more investors bullish. (Audio length 00:10:24)
5 Staffing Stocks To Benefit From U.S. Employment Growth
Sep 11, 2018
Jeremy Parkinson
Finance, No picture
Employment in the United States jumped more than expected in August with blue and white collar industries adding adequate jobs. Notably, jobs were added in professional and business services, healthcare, transportation and warehousing, wholesale trade and mining. The country’s job market remained optimistic despite President Donald Trump’s protectionist trade policies resulting in uncertainties. Employers shrugged […]