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Archives by Year:
Market Talk – Wednesday, February 28
After the weak US retracement the DOW (futures) spent much of the Asian session around the mid 25,500 level. But, interesting that as we have been highlighting for a few weeks here that the DXY looking to be bottomed on time. Jerome Powell’s comments obviously shook markets, but worth comparing currency weighted equity index movements. […]
Short Setups Currently In Play
Stocks over the last couple of days have not looked all that healthy. As a result we are seeing intraday gains get wiped out in dramatic fashion and the while the market has bounced in a big way in the second half of the month, many of the stocks are not keeping up with it. […]
Inflation Is In The Rear-View Mirror
43 percent of credit card holders carry a balance. Delinquencies are rising. It’s a deflationary debt trap. Revolving Credit Hits New Record High In December, revolving debt has topped the previous high-water mark of $1.021 trillion set in April of 2008. Debt as of December 2017 (the latest available) is $1.028 trillion. Relationship Killer In […]
Q4 Real GDP Per Capita: 1.74% Versus The 2.54% Headline Real GDP
The Second Estimate for Q4 GDP came in at 2.5% (2.54% to two decimals), down from 3.2% in Q3. With a per-capita adjustment, the headline number is lower at 1.74% to two decimal points. Here is a chart of real GDP per capita growth since 1960. For this analysis, we’ve chained in today’s dollar for […]
Markets In Limbo, Here’s What Matters Most
Video length: 00:14:25 Volatility still remains more elevated in the near terms than the long term. The recent market rally has been thanks to only a few stocks and in fact the list of stocks making new highs has been getting smaller and smaller. In this important video newsletter update we point how the risks […]
General Electric Company Shares Fall Below $14, The Lowest Since 2010
General Electric Company (NYSE: GE) Shares of General Electric Company briefly plummeted below $14 on Monday, as investors reacted to Friday’s news that the US Justice Department may take action with regard to alleged subprime mortgage infringements. That update, which was in a filing with the SEC, also gave details about the expected restatement of […]
A One-Two-(Three Percent) Punch For Treasuries
The year is only two months old, but already it’s been a rough one for US Treasuries. Year to date, the Merrill Lynch index that tracks the performance of long-term US Treasuries is already down over 6% with declines of more than 3% in both January and February. Treasuries have long been considered one of […]
First Solar And SunPower Lobby Shareholders To Sell 8point3 Yield Co.
Will shareholders accept the deal? On Monday, 8point3 Energy Partners, the joint YieldCo from First Solar and SunPower, entered into a definitive agreement to be acquired by Capital Dynamics. When public companies are sold, it’s almost always at a premium to the market price. It’s that price premium that persuades shareholders to sell. So why […]
February 2018 Chicago Purchasing Managers Barometer: New Orders Fall To Six-Month Low
The Chicago Business Barometer declined but remains firmly in positive territory. Analyst Opinion of Chicago PMI The results of this survey continue to correlate to district Federal Reserve manufacturing surveys – and generallly aligns with the overall trend of the ISM manufacturing survey. Expections this month from Bloomberg / Econoday were 62.0 to 66.8 (consensus […]
Where Are They Now…AMZN,BA,GE And MCD?
As US equity markets continue to recover from their recent battering, I thought it was time to check out some of the stocks I’ve covered in the last few weeks, and in particular Amazon, Boeing, GE and finally McDonald’s. And if we begin with Amazon, the stock has continued higher and taken out the $1500 […]
