Author Archive: Jeremy Parkinson
June 2017 Leading Economic Index: Maybe There Will Be A Moderate Improvement In Economic Growth
The Conference Board Leading Economic Index (LEI) for the U.S again improved this month – and the authors state there will be “continued growth in the U.S. economy and perhaps even a moderate improvement in GDP growth in the second half of the year”. Analyst Opinion of the Leading Economic Index The rate of growth […]
Banking The Unbanked Is A $380B Opportunity
Today’s infographic comes from Raconteur, and it looks at the opportunity of providing financial services to the population of unbanked people in emerging markets. View the full-size version of the graphic for better resolution. For those of us living in North America or Europe, we generally take the near-universal access we have to financial services for granted. Sure, […]
Is Surprise In The Cards For Materials ETFs In Q2 Earnings?
Although uncertainty in Trump’s proposed infrastructure plan is weighing on bullish sentiments on the materials sector, it has managed to come up with a remarkable performance this year. This is especially true as rebounding commodity prices, positive developments in China, pick-up in global manufacturing activities and improving global trends are acting as catalysts to the […]
Study Shows Increased Concern Regarding Markets
It isn’t much discussed in public – sort of like the crazy uncle who lost his fortune gambling on derivatives – but a recent Goldman Sachs portfolio strategy report nailed a discussion that is increasingly being voiced in institutional research reports from Macquarie to Balyasny among others. As global equities head to all-time highs – up near […]
RBC Warns Of Looming “Cocktail For Fall Volatility”
As the world watched with bated breath for any dovish tilt from Draghi this morning, RBC’s head of cross-asset strategy Charlie McElligott laid out his game-plan. While the EUR is higher (hawkish), bund yields are lower (dovish) McElligott warns the cozy calm ‘status quo’ could get a rude interruption in the fall… Having not quite got […]
‘Uncharted Territory In ETF Land’: Inflows To Market ‘WMDs’ Blow Away Records
We’ve said this before and to be sure, it’s not a popular thing to say if you’re hanging out with retail investors or anyone who isn’t an active manager, but fuck it, we’re going to say it again anyway: the democratization of investing, facilitated in no small part by the rampant proliferation of exchange-traded products, has […]
Dover: An Impressive Earnings Release From This Dividend Aristocrat
The law of large numbers tells us that business growth tends to slow down as a company becomes larger in size. Accordingly, it is rare for large businesses to grow their revenues at double-digit percent rates. Dover Corporation (DOV) is an exception to this rule. Dover has a market capitalization of ~$13 billion, firmly entrenching […]
Weight Of Housing Debt To Suppress Disposable Income And Saving Ability For Years
According to Canadian Real Estate Association statistics, average national home prices have fallen 10 per cent since the heights of April this year. Change is attributed in part to the Bank of Canada raising interest rates for the first time in years, as well as provincial legislation in Ontario and B.C. aimed at slowing skyrocketing […]
Northern Dynasty Minerals Ltd. Shares Continue To Respond Favorably
TM editors’ note: This article discusses a penny stock and/or microcap. Such stocks are easily manipulated; do your own careful due diligence. Written by SmallCapPower Staff Shares of Northern Dynasty Minerals Ltd. (TSX:NDM), which explores one of the world’s largest copper-gold resource at its Pebble project in Alaska, have been seen in a more favourable […]
Three Earnings Reports You Need To Watch Before Tomorrow’s Opening Bell
General Electric (GE): Industrials – Industrial Conglomerates | Reports July 21st, BMO. The Estimize consensus calls for EPS of $0.26, one cent higher than the Wall Street consensus and a decrease of 49% YoY. Currently, the Estimize community is looking for sales of $29.23B, which is roughly inline with the Street. The industrial conglomerate and […]
