Possible Rate Hike In April Or June
Image via International Monetary Fund / Flickr On Wednesday, we could see an intensification of the buying tone in the USD, due to the hawkish comments of Fed’s Bullard. The information pushed the USD/JPY pair into session highs close to 112.89. In the US morning, the dollar cut some slack, but it quickly turned to […]
March 18, 2016: ECRI’s WLI Growth Index Improves And Is Now Barely Negative
ECRI’s WLI Growth Index which forecasts economic growth six months forward is inching towards expansion.This index now spent 34 consecutive weeks in negative territory. Current ECRI WLI Level and Growth Index: Here is this week’s update on ECRI’s Weekly Leading Index (note – a positive number indicates growth): ECRI produces a monthly coincident index – […]
This Small Cap Is Playing A Long Game Right Now… And It’s Winning
TASER International Inc. (Nasdaq: TASR) is justifiably world famous for its “stun gun” electric weapons. They’re used by more than 18,000 police forces in 107 countries around the globe, including cops in 31 of the United States’ 34 largest cities. According to the company’s own data, their TASER weapons have reduced injuries to officers and suspects by 30% to […]
U.S. GDP Rose 1.4% In Final Estimate Of Q4 Growth As Corporate Profits Plunged
While the final revision to Q4 2015 GDP was so irrelevant it was released on a holiday when every US-based market is closed, even the futures, it is nonetheless notable that according to the BEA in the final quarter of 2015 US GDP grew 1.4%, up from the 1.0% previously reported, and higher than the […]
Valeant Pharmaceuticals And Pershing Square`s Learning Points
Pershing Square`s Investor Letter provides the backdrop for an analysis or case study on Valeant Pharmaceuticals. (Video length 00:16:14)
Q4 GDP Third Estimate At 1.4% Tops Estimates
The Third Estimate for Q4 GDP, to one decimal, came in at 1.4 percent, up from the 1.0 percent for the Advance Estimate. Today’s number was better than most mainstream estimates, with both Investing.com and Briefing.com forecasting 0.8 percent forecasting unchanged at 1.0. Here is an excerpt from the Bureau of Economic Analysis news release: Real gross domestic product […]
Rail Week Ending 19 March 2016: Rail’s Slide Into The Abyss Worsens
Week 11 of 2016 shows same week total rail traffic (from same week one year ago) declined according to the Association of American Railroads (AAR) traffic data. All rolling averages are negative and in decline. The deceleration in the rail rolling averages began one year ago, and now rail movements are being compared against weaker 2015 data. […]
Credit-To-GDP-Gap: China’s Banking Sector Stress Indicator
In the recent past, there has been lot of discussion on where the Chinese economy is headed and on the country’s banking sector health. The Credit-to-GDP gap is a good early indicator of stress in the banking system and it indeed shows that there are big reasons to be concerned about China’s banking system. In […]
S&P 500 And Nasdaq 100 Forecast – March 25, 2016
S&P 500 The S&P 500 initially fell during the day on Thursday, but found more than enough support near the 2020 level to turn things around and form a bit of a hammer. That being the case, the market then looks as if we are ready to go much higher, perhaps reaching for the 2060 […]
Dividends’ True Contribution To Total Return May Surprise You
Introduction In recent years, dividends’ contribution to total return has been one of the most heavily-studied topics in the investment world. Several conclusions about the contribution that dividends make to total return have been claimed. However, these conclusions vary greatly. I have seen studies claiming that 90% of returns are attributed to dividends, several claiming […]
