On CNBC: Explosive Growth In Chinese Parcel Delivery
I joined CNBC last night to chat about ZTO Express (ZTO) earnings. Emerging markets have had a really rough time over the past few years, due to weak demand from The US and Europe, slower growth in China, weak commodity prices, the threat of populist anti-trade politicians and a host of other issues. But around the beginning of […]
New Home Sales Plunge To Lowest Annualized Pace In Three Years
New home sales plunged to a seasonally-adjusted annualized rate (SAAR) of 571,000. That was far lower than even the lowest Econoday economist’s estimate of 590,000. The Econoday consensus was 610,000 in a range of 590,000 to 622,000. Nonetheless, Econoday was happy about a number of things. Overstating weakness, July’s headline for new home sales fell to a […]
What Behavioral Biases Are Messing You Up?
News flash: Your worst enemy isn’t inflation, deflation, a market crash, or whatever other scary financial scenarios you can think of. Rather, we ourselves, in many cases become our own worst enemies. And at any given time, our behavior simply amplifies whatever bad things might be happening around us. The field of behavioral finance has given […]
Transports – Global Bulls Market Needs This Support To Hold
Below looks at the Dow Jones Transports ETF (IYT) that remains in a long-term bull market. IYT broke to new all-time highs seven weeks ago at (1). It stayed at new highs for one week, before selling pressure started taking place. The weakness has it breaking below 18-month rising support last week, which does send a caution […]
Google And Walmart Partner To Offer Voice-Based Shopping
Google (GOOG)(GOOGL) and Walmart (WMT) are coming together to offer customers the ability to purchase Walmart products through a Google Home voice-controlled speaker. Customers will just need to say, “OK, Google,” followed by the product they need to buy. Thereafter, Google will filter and display the products that match the customer’s demand. Image Source: Google (screenshot) […]
HH Using Sectorology In Portfolio Construction
It has been a while since we looked at portfolio construction just using ETFs or mostly ETFs anyway. This is actually one of my favorite forms of ETF analysis, blending together different funds to achieve build a portfolio that hopefully delivers proper diversification and a useful risk adjusted result. The context here is using more […]
Wal-Mart, Google Partner On Voice-Based Shopping
Sridhar Ramaswamy, SVP, Ads & Commerce at Google (GOOG), says in a blog post: We’re entering an exciting partnership with Walmart (WMT) to bring you hundreds of thousands of products at Walmart’s Every Day Low Prices – everything from laundry detergent to Legos – that you can buy through voice with your Assistant on Google […]
Bonds Vs. Bond Funds
(Video length 00:04:55) Should you buy individual bonds or bond funds? Which is right for you?
One Of The Best Ways To Manage Risk Is…
Although stocks rebounded nicely Tuesday and the major indices appeared to regain their footing, we need to keep in mind that the August/September time frame tends to be tough sledding in the stock market. And with approximately 40% of the stocks in the S&P 500 down at least 10% from their highs, one can argue […]
American Eagle Outfitters Report Q2 Comp Sales Increased 2%, Sales And EPS Above Expectations
About American Eagle Outfitters, Inc. (AEO) today reported consolidated comparable sales were up 2% in the second quarter and sales and earnings per share were above management expectations. About American Eagle Outfitters, Inc. American Eagle Outfitters offers on-trend clothing, accessories and personal care products under its American Eagle Outfitters® and Aerie® brands in more than 1,000 stores in the […]
