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Earnings Boost From The Tax Legislation
Article By: Sheraz Mian
Saturday, December 9, 2017 7:18 PM EST
Tax legislation currently moving towards a passage in Congress promises many substantive changes in a number of areas, but it will have a big impact on corporate profitability as well, all of it positive.
In this article: COST, ORCL
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Trading Cocoa: A Fresh Price Collapse Amid Conflicting Narratives
Article By: Dr. Duru
Saturday, December 9, 2017 12:55 PM EST
The longer cocoa prices remain depressed, the more vulnerable the crops become. Prices inevitably must go higher again and under these circumstances could soar substantially when they do.
In this article: BYCBF, OLMIF, NIB Also: FXB
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Futures Are On An Upswing
Article By: Brad Zigler
Tuesday, December 5, 2017 12:49 PM EST
Amid all the hoopla surrounding the stock market—new records on an almost daily basis—something has been quietly developing in a non-correlated corner. Commodities have been rising off a mid-summer bottom.
In this article: GCC, SPY, WDTI, FMF, FTGC, FUT
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Earnings Growth Accelerates In 2018
Article By: Sheraz Mian
Sunday, December 3, 2017 11:55 AM EST
Our earnings discussion is typically focused on quarterly results. But we're in an in-between period when Q3 earnings season just ended and Q4 earnings are a few weeks away, so a look at the annual view makes sense.
In this article: CVX, XOM
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The Mean Reverting History Of Profit Growth
Article By: Lance Roberts
Thursday, November 30, 2017 8:12 AM EST
While valuations are a poor timing tool in the short term for investors, in the long run, valuation levels have everything to do with future returns.
In this article: SPX
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Merkel Matters
Article By: David Kotok
Wednesday, November 29, 2017 12:49 PM EST
German Chancellor Angela Merkel faced a crisis when coalition talks broke down on November 19th. Germany could have endured months of political uncertainty, and it suddenly became possible that Merkel would be forced to resign.
In this article: EWG
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Inflation (Expectations) Corroborate Risk, Which Corroborates Inflation
Article By: Jeffrey P. Snider
Wednesday, November 29, 2017 4:02 AM EST
If inflation expectations (surveys as well as market-based) are right then that is a very different future than the one described by the Fed and played out all over the mainstream.
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Higher Wages: Good For You, Not Good For Stocks
Article By: Michael Ashton
Monday, November 27, 2017 9:45 PM EST
The documentation of the endless march of asset markets higher has become passé; the illustration of the markets’ overvaluation redundant and tiresome.
In this article: SPX
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’Tis The Season For Tax Loss Harvesting
Article By: WisdomTree
Monday, November 27, 2017 9:18 AM EST
Tax loss harvesting can be an effective way to mitigate gains taxes. It can be a valuable tool, but it is important to make sure that it is the correct tool.
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The Surprising Implications Of Periods Of Extremely Low Volatility – A Year Of Records
Article By: Dr. Duru
Saturday, November 25, 2017 8:46 AM EST
Time will tell whether conditions around the next spike in volatility will finally be bearish enough to deliver a significant pullback in the stock market.
In this article: SVXY, UVXY, CBOE, VIX
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The Low Volatility Puzzle: Is This Time Different?
Article By: Global Economic Intersection
Friday, November 24, 2017 3:04 PM EST
As stock market volatility hovers near all-time lows, some analysts are questioning whether investors are complacent, drawing an analogy to the lead-up to the financial crisis. But, is this time different?
In this article: VIX Also: SPX
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Is The Exuberance Rational This Time Around?
Article By: David Moenning
Wednesday, November 22, 2017 11:01 AM EST
Just when you thought it might be time for stocks to pull back and for traders to perhaps rethink the low-volatility, steady march higher, the major indices blasted to fresh all-time highs yesterday.
In this article: SPX
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Technology Shares Priced For Perfection
Article By: Edward Harrison
Tuesday, November 21, 2017 11:14 AM EST
Today’s large-cap technology stocks are priced as if economic and earnings growth will continue for the significant future. This late in the cycle, the probability of a hiccup increases, making share prices vulnerable.
In this article: TCEHY, BIDU, AAPL, AMZN, NFLX, BABA, FB, GOOGL, XLK
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Eurodollar University: What Are Reserves To A Modern, Wholesale Money System?
Article By: Jeffrey P. Snider
Monday, November 20, 2017 8:19 PM EST
It’s difficult to answer the question posed in the title, which in itself is a clue. What we know is what does not count as reserves for a non-reservable currency system. It’s that contradiction that sets off the often graphic misconceptions.
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Introduction To Candlestick Charts
Article By: Jeff Desjardins
Friday, November 17, 2017 6:49 PM EST
What do modern stock market analysts and 17th century Japanese rice traders have in common? A little more than you may think.
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Above The 40 – A Stock Market That Wants To Drop
Article By: Dr. Duru
Thursday, November 16, 2017 3:39 AM EST
The narrowing rally in the stock market has officially resolved into a sell-off. The downward slide is a very slow burn, but the market looks like it wants to drop as key levels get broken.
In this article: CAT, AAPL, XLF, SPY, IWM, USO, XLE, GE, IBM Also: VIX
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