4 Airline Stocks To Ride On Bullish Q4 Unit Revenue Views
Stocks in the airline space are flying high lately on the back of improved unit revenue projections provided by the key sector players like JetBlue Airways (JBLU – Free Report) , American Airlines Group (AAL – Free Report) and United Continental Holdings (UAL – Free Report) . The bullish projections bode well for the sector with a deluge of fourth-quarter earnings […]
Former AIG Director Martin Feldstein Warns Of Stock And Housing Bubbles
That’s one of the things we learn from reading Robert Samuelson’s Washington Post column today, although Samuelson identifies Feldstein only by his professorship at Harvard, not his moonlighting work on AIG’s board. (In addition to requiring a massive government bailout during Feldstein’s tenure as a director, AIG was also rocked by an accounting scandal that forced the resignation of […]
Fiscal Implications Of The Federal Reserve’s Balance Sheet Normalization
from Liberty Street Economics — this post authored by Michele Cavallo, Marco Del Negro, W. Scott Frame, Jamie Grasing, Benjamin A. Malin, and Carlo Rosa In the wake of the global financial crisis, the Federal Reserve dramatically increased the size of its balance sheet – from about $900 billion at the end of 2007 to […]
When A Business Leader Dies, Buy Stock
When an iconic business leader dies or suddenly steps down, investors are rattled and the stock price plummets. If history is any guide, one of the best things to do is buy stock. Get on and hold on, as you will likely be rewarded (in some cases, very handsomely). The big idea person may be […]
What Really Happens In Iran?
Iran’s recent volatility reflects US effort to undermine the nuclear accord as Iran is amid economic transition and increasingly looking toward the East. At the end of December, a series of protests against economic policies erupted in Iran. As they spread, their scope expanded to include political opposition. But when President Trump tweeted his support […]
Expected Winners And Losers For Q4 Earnings Season
Things are about to get interesting this earnings season. The banks unofficially kicked off reporting on Friday with mostly good results. JPMorgan Chase (JPM) beat expectations on both the top and the bottom-line, driven by higher investment banking revenues, while equity trading revenues came in flat year-over-year (YoY), and fixed income, currency and commodity (FICC) […]
Weak Dollar, Flawed Intel Chips, And The Stock Of 2018
The year is off to a hot start with the dollar sinking and the price of crude oil going up. This week, Eric talks more about the “shockingly weak dollar,” the economic weakness in the U.S., and the continuing fraud of the COMEX. But this week, he zeroes in on perhaps the strongest argument for […]
Energy Sector To See Strong Growth In Q4: 5 Top Stocks To Buy
As we enter the Q4 earnings season, this week will see reports from key energy companies. The partial recovery in crude price has strengthened the financial metrics of the energy sector — and helped them pay off a part of their huge debt. The sector now has sufficient net operating cashflow to fund their capital […]
Cowardly Lions – Part One
The entirety of 2018 has been paradise for bulls. Triple-digit gains on the Industrials every day. Not a single down day – – not one! – – for the Dow Transports. No bad news, either political or financial, shakes the market.i Steadfastly contrarian soul that I am, I present to you a smattering of shorts which, even in this horrible […]
