TalkMarkets Blog Posts - Page 1


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Being Closer To The ‘Oh Darn’ Inflation Strike
Article By: Michael Ashton
Friday, April 20, 2018 4:47 AM EDT
The time period between spikes of inflation angst seems to be shortening. I am not sure yet about the amplitude of those spikes of angst, but the concern seems to be quickening.
In this article: TNX, FVX
Why Oil Prices Can’t Rise Very High, For Very Long
Article By: Gail Tverberg
Thursday, April 19, 2018 10:53 AM EDT
Oil prices are now as high as they have been for three years. The world economy cannot withstand high prices for any of these resources for very long.
In this article: OIL, UCO, USO
Asset Allocation Trends
Article By: Callum Thomas
Wednesday, April 18, 2018 10:46 PM EDT
With the major asset classes all looking expensive, and central banks moving into quantitative tightening, it's a brave new world for asset allocators.
Why Is The Market Unimpressed With Bank Earnings?
Article By: Sheraz Mian
Saturday, April 14, 2018 4:43 PM EDT
It isn’t hard to appreciate the market’s negative reaction to the WFC and C reports, but the post-release weakness in JPM is likely nothing more than a sell-the-news type of mindset.
In this article: C, GE, IBM, JPM, SLB, WFC, NFLX
The VIX And The S&P 500 - An Equity Market Duet
Article By: David Kotok
Friday, April 13, 2018 1:40 PM EDT
Does a rising VIX signal lower equity returns? This may be a misconception among many investors.
In this article: SPX, VIX
Americans Used To Be Savers
Article By: Richard Rosso
Thursday, April 12, 2018 9:28 AM EDT
Real (inflation-adjusted) incomes, the personal saving rate and debt are no longer funding basic living standards.
Will Spotify Ever Generate Profits?
Article By: Sramana Mitra
Tuesday, April 10, 2018 10:02 AM EDT
Spotify’s valuation and user base may be rising, but that is not spelling an end to its losses. Since inception, the company has amassed an accumulated deficit of €2.43 billion (~$2.98 billion).
In this article: SPOT, P Also: AAPL, GOOGL
M&A Cash To Splash Supports Stocks
Article By: Kurt Kallaus
Sunday, April 8, 2018 6:00 AM EDT
Adding to the positive backdrop in this economic expansion is the massive sideline liquidity in search of corporate assets as well as shares of stock.
In this article: HUM, T, WMT, AMZN, AVGO
Bank Earnings Finally Taking Off
Article By: Sheraz Mian
Saturday, April 7, 2018 5:56 PM EDT
Banks' last earnings season was messy due to huge one-time charges related to tax changes, but we should see ‘cleaner’ results from this earnings season onward.
In this article: C, JPM, PNC, WFC
Comeuppance: Stocks Will Not Be Able To Shake The Overhang Of Higher Borrowing Costs
Article By: Gary Gordon
Wednesday, April 4, 2018 5:56 PM EDT
Stocks face an unusually arduous task in breaking out to new record peaks.
In this article: SPX, TNX, TYX
Curse Of The Zombie Junk
Article By: Jeffrey P. Snider
Wednesday, April 4, 2018 5:06 AM EDT
If the road to Hell is paved with good intentions, in economic terms the paving is done by zombies.
In this article: HYG, ERO, AAXJ
A Stock Market Bent Out Of Shape But Not Quite Broken
Article By: Dr. Duru
Sunday, April 1, 2018 4:13 PM EDT
The bears did their best to spook the market, but they failed to break it down. The foundations felt wobbly for most of the week, but at the end of it all the major indices managed to record gains.
Dollar: Trending Or Rangebound?
Article By: Marc Chandler
Saturday, March 31, 2018 4:55 PM EDT
One of the most basic questions traders have to ask themselves is whether the market they are looking at is trending or moving sideways. The turn of the calendar--a new marking period begins--offers an opportunity to look afresh at the price action.
5 Blue Chips Quietly Developing A Use For The Blockchain
Article By: TipRanks
Wednesday, March 28, 2018 1:21 PM EDT
Whether you see blockchain as this revolutionary technology that will change the world, or you see it as a cool concept, plenty of companies are putting their best minds to work on figuring out how to best crack blockchain’s potential.
In this article: VMW, AAPL, AKAM, AMZN, BABA
The Week That Washington Finally Mattered
Article By: John Thomas
Monday, March 26, 2018 1:10 PM EDT
At the top of the list of retaliatory Chinese import duties was California wine. Half of Napa Valley wineries are owned by Chinese investors. California is on the front line of the new trade war with China.
In this article: AMZN, MU, FB, VIX, DBX
Financially Vulnerable: A Critical Test For Financial Stocks
Article By: Dr. Duru
Saturday, March 24, 2018 6:14 PM EDT
I strongly suspect that sellers will need to get exhausted by a panic following a break of this critical dual support level. Sentiment is VERY vulnerable here.
In this article: DB, GS, FXE, TLT, XLF
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