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Archives by Year:
How Will Soybean Prices Be Faring In Six Months?
First, look at futures as of today (with the decline looking unabated): Source: ino.com. I interpreted this graph as indicating a persistent drop in soybean prices due to tariffs, separate from weather conditions impacting near term prices. Reader mp123 writes: The fact the entire soybean curve cost moved together, doesn’t really suggest anything other than the fact that beans […]
USD/CAD Forecast July 2-6 – Crude CAD Comeback For Now
Dollar/CAD changed course and fell sharply as oil prices surged and trade tensions fell. Can it last? The jobs report is the main event on the Canadian agenda, but trade concerns remain central. Here are the highlights and an updated technical analysis for USD/CAD. The price of oil continued its upward march. OPEC’s confusing decision and […]
Model 3 Assembly Line: Detailed Images Of Tesla’s “On The Fly” Manufacturing
The New York Times has an interesting set of images and comments on the Tesla Model 3 tent production line. “On the Fly” Manufacturing Scrambling to turn out its first mass-market electric car, the automaker set up multiple assembly lines and is changing production processes on the fly. The New York Times asks Can Elon Musk […]
Just 10 Stocks Accounted For More Than 100% Of The S&P’s First Half Gain
If you’re in the market for a full visual recap of what turned out to be a less-than-stellar first half for global equities despite January’s rambunctious rally, you can find all the chart candy you could possibly ask for in “Requiem For A Rally: 2018’s First Half In Charts“. One of things that stands out […]
Market Tests Major Support Ahead Of Short Holiday Week – Week In Review
Friday was the last trading day for the month and quarter. After the dust settled the market ended mixed for the month and slightly higher for the quarter. The big theme for Q2 was a bifurcated market whereby we saw strength in the Small Cap Russell 2000 and the tech-heavy Nasdaq 100 and relative […]
SPX Saved By The Bounce
VIX tested its Cycle Top at 20.18, then pulled back to close above Intermediate-term support at 15.76. It remains on a buy signal. The Cycles Model shows probable strength for the VIX for the next two weeks. (Bloomberg) It’s summer. But in the Florida offices of Raymond James & Associates and at brokerages around the […]
5 Top Performing Stocks Of The Best ETF Of 1H2018
PowerShares S&P SmallCap Healthcare Fund PSCH topped the list of the best performing equity ETFs of the first half of 2018, with impressive returns of about 30.6%. The rally was mainly driven by tax reform, rising M&A and positive regulatory backdrop. The new tax legislation has enabled large pharmaceutical companies to bring offshore cash back home at […]
Another Amazon Panic – This Time Is Different For Pharmacies
Another Amazon Panic broke out last week. Amazon.com (AMZN) announced its purchase of PillPack as part of its entry into the lucrative business of selling drugs. The news immediately took down pill pushers like Walgreens Boot Alliance (WBA) and CVS Health Corporation (CVS). While WBA looks like it is already bottoming, sellers followed through with fresh […]
More Backing And Filling For The Greenback To Start July
The powerful combination of the US policy mix and the divergence with most other central banks drives our constructive medium-term outlook for the dollar. However, the technical indicators warn that there is still scope for some more backing and filling before the rally can resume on more sure footing. The greenback had a strong quarter, appreciating against all […]
Chart: Copper And The China PMI
China’s June PMI data were just out: the rolling 3 month combined reading (shown in the chart below) was virtually unchanged, and it continues a pattern of tightly ranging figures after topping out last year. Copper prices have been following a similar path to the Chinese PMIs, and have likewise been range-bound. The next steps for both […]
