Building Confidence In Q2 Earnings: 4 Housing Stocks
The Q2 earnings season is gathering steam with 15.4% of the construction companies having already released their numbers. And they’re unblemished with earnings as well as a revenue beat ratio of 100%. Major homebuilders such as KB Home (KBH – Free Report) , Lennar Corp. (LEN – Free Report) and Toll Brothers Inc. (TOL – Free Report) have outperformed the Zacks Consensus Estimate by 26.92%, 16.67% and […]
E Managing VIX-Leveraged ETPs Through Earnings Season, Political Strife And A Frothy Market
In 2015, I penned my first article on the subject matter surrounding VIX-leveraged ETF/ETNs. Back then, as if it were that long ago, there really weren’t too many well-articulated articles and practical insights for utilizing these instruments to help one boost their portfolio’s performance. Since I had some writing experience, understanding and grammar skills I […]
Hedge Funds Miss Biggest Tech Rally Of The Year
To be sure, we’ve seen all kinds of examples of spec positioning gone horribly awry this year and everyone knows stretched bets can be a contrarian indicator. But just because it keeps happening doesn’t make it any less funny. On Friday evening, we documented the latest (and probably the “last” as the rest of the short was […]
Bond Spreads Are Extremely Tight
The Producer Price index increased 0.1% month over month, but on a year over year basis it fell from 2.4% in May to 2.0% in June. The decline was caused by the rise in oil prices dropping out of the metric. The core PPI was up 0.1% month over month and 1.9% year over year […]
E Market Briefing For Monday, July 17
An ‘epic crisis’ may be brewing as so many have debated given extended and in some cases unprecedented, valuation and credit market conditions. Well aware of these concerns, including the long-term macro implications, we’ve taken a different approach from the ‘run-for-the-hills’ ultra-bearish crowds. It’s been one of recognition of the various swans circling (black or […]
The Technical Failure That Could Clear The Oil Glut In A Matter Of Weeks
OPEC exports have come under pressure this week from technical threats to oil fields, with Saudi Arabia’s Manifa problems grabbing the headlines. Saudi Aramco CEO Amin Nasser, while addressing the World Petroleum Congress in Istanbul, stated that the outlook for oil supplies is “increasingly worrying”, due to a loss of $1 trillion ($1000 billion) in […]
Economic Data And Forecasts For The Weeks Of July 17 And July 24
Revised Quarterly Forecasts July 14, 2007 Q117 Q217 Q317 Q417 Q118 Q218 2016 2017 2018 GDP: Annual 1.4 2.6 3.0 2.6 1.2 2.8 1.6 2.3 2.3 GDP: Q4/Q4 […]
Ron Paul Warns “Central Bankers Are Always Wrong…Especially Before A Bust”
The global dollar-based monetary system is in serious jeopardy, according to former Texas Congressman Ron Paul. And contrary to Fed Chairwoman Janet Yellen’s assurances that there won’t be another major crisis in our lifetime, the next economy-cratering fiat-currency crash could happen as soon as next month, Paul said during an interview with Josh Sigurdson of World […]
Weekly Trading Forecast: Fed, BOC Cede Spotlight To The ECB, BOJ
Financial markets reacted to shifting Fed and BOC policy prospects in explosive fashion last week. It is now up to the ECB and the BOJ to stoke further volatility. US Dollar Forecast: Dollar Drives to Ten-Month Lows as U.S. Data Continues to Disappoint The Fed remains hawkish, but markets seem to care little: As U.S. data […]
Silver Market: Tension Rises, The Most Decisive Week Of The Year Coming
The tension in the silver market continues to rise. It will reach a climax very soon. This article explains why. Very recently both the silver price and miners broke down. We wrote Silver Price Crashing. What’s Next For Silver In 2017 as well as Silver Miners Starting To Break Down, Bearish For Precious Metals. Silver miners have been acting […]
