EDITOR'S CHOICE
Weighing The Week Ahead: Will Trump Policies Extend The Business Cycle?
Article By:
Jeff Miller
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Sunday, February 19, 2017 3:08 PM EDT
There are two competing themes: the spike in inflation and the continuing assessment of Trump Administration policies.
Retail In Focus As Q4 Earnings Season Winds Down
Article By:
Sheraz Mian
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Saturday, February 18, 2017 7:03 PM EDT
The bulk of the Q4 earnings season is now behind us, with results from only about 18% of the S&P 500 members still awaited. Retail is the only one that has a sizable number of reports still to come, from the likes of Wal-Mart, Macy’s and Nordstrom.
Not Nearly Enough Growth To Keep Growing
Article By:
Raul Ilargi Meijer
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Saturday, February 18, 2017 3:16 PM EDT
It takes over $10 to create $1 of growth in the US and Europe, and China too moves towards such numbers.
The Four Key Themes From Q4 Conference Calls
Article By:
Tyler Durden
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Friday, February 17, 2017 9:48 PM EDT
The latest quarterly report contains excerpts from 39 companies that account for 18% of total S&P 500 revenues and 23% of the S&P 500 equity capitalization regarding tax reform, regulation, fiscal spending and trade policy effects.
Their Gap Is Closed, Ours Still Needs To Be
Article By:
Jeffrey P. Snider
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Friday, February 17, 2017 5:19 PM EDT
There are actually two parts to examining the orthodox treatment of the output gap. The first is the review, looking backward to trace how we got to this state. The second is looking forward trying to figure what it means to be here.
Economic News Hints At Another Rate Hike
Article By:
James Picerno
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Thursday, February 16, 2017 7:05 AM EDT
With inflation trending higher these days, and retail sales strengthening, the Fed will find it harder to stand pat if the incoming data continues to skew positive.
In this article: FVX
Flowers Foods: Irrational Selloff After Fourth Quarter Earnings
Article By:
SureDividend
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Wednesday, February 15, 2017 10:00 AM EDT
When companies experience (or are perceived to experience) short-term trouble, it can be a great opportunity to pick up shares at a discounted price.
In this article: FLO
An Age-Old Relationship Between Interest Rates And Prices
Article By:
Steven Saville
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Wednesday, February 15, 2017 12:05 AM EDT
When money is sound, interest rates don’t drive prices and prices don’t drive interest rates.
Toshiba Warns Solvency In Jeopardy After Massive Nuclear Unit Writedown; Chairman Resigns
Article By:
Tyler Durden
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Tuesday, February 14, 2017 7:17 AM EDT
Toshiba said cost overruns at U.S. nuclear reactors it is building were likely to force a write-down of as much as several billion dollars.
If Foreigners Are Dumping Treasuries, How Should You Respond As An Investor?
Article By:
Edward Harrison
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Monday, February 13, 2017 9:52 AM EDT
With foreign investors dumping Treasuries, the right way to look at this is to avoid making supply and demand arguments for a fundamental value question.
Bubbles, Money And The VIX
Article By:
Doug Noland
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Sunday, February 12, 2017 10:36 AM EDT
There’s a reason why crises tend to erupt in the money markets. Panic quickly ensues when markets suddenly sense their perceived safe and liquid holdings are at risk.
Making Wall Street “Great” Again: The Fate Of The Fiduciary Rule
Article By:
Shah Gilani
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Saturday, February 11, 2017 9:18 AM EDT
When it comes to deregulation, it makes sense to cut endless pages of superfluous prose. But throwing the baby out with the bathwater is worse than having a dirty monster child.
Strategies For Trading Inverse Volatility
Article By:
Logical Invest
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Friday, February 10, 2017 11:46 AM EDT
If you trade inverse volatility, which means going short VIX, you play the role of an insurer who sells worried investors an insurance policy to protect them from falling stock markets.
In this article: VXX, XIV(RETIRED), VIX
Analyzing Yen-Sanity Ahead Of Friday’s Trump/Abe Pow-wow
Article By:
The Heisenberg Report
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Thursday, February 9, 2017 8:12 PM EDT
Watch USDJPY. There is perhaps no better real-time referendum on markets.
Does The Stock Investor Feel Lucky? “Well, Do Ya, Punk?”
Article By:
Gary Gordon
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Wednesday, February 8, 2017 3:15 PM EDT
The last two bear markets – 50% price plunges that we tether to 2000 and 2008 respectively – were larger than normal because of irresponsible central bank policy.