EDITOR'S CHOICE
Staying Stuck
Article By:
Jeffrey P. Snider
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Monday, May 15, 2017 4:53 PM EDT
In the particular case of 2016-17 and “reflation”, the more immediate circumstances surrounding commodities have taken on increased importance. Oil, in particular, has become the chief expression of economic direction.
The VIX And The Scheme
Article By:
Doug Noland
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Sunday, May 14, 2017 6:26 PM EDT
Why is the VIX – and other market “insurance” – so extraordinarily cheap? Taking a global Bubble perspective, the foundation of cheap “insurance” rests upon the perception of a relatively stable global Credit backdrop.
Retail Sector's Disappointing Earnings Results
Article By:
Sheraz Mian
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Friday, May 12, 2017 8:21 PM EDT
The earnings focus lately has been on the Retail sector, with J.C. Penney becoming the latest department store to follow the lead set by Macy’s, Kohl’s and Nordstrom. These reports reconfirm that these operators needed to reinvent their businesses.
Challenges For European Banks
Article By:
Marc Chandler
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Friday, May 12, 2017 10:39 AM EDT
Concerns about the health of the European banking system tend to focus on bad loans and profitability. In a speech this week, ECB's Vice President Constancio suggested that officials were looking at two other issues.
Stock Market Volatility And Recessions: A Primer
Article By:
James Picerno
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Friday, May 12, 2017 8:05 AM EDT
The unusually low level of stock market volatility has drawn widespread attention recently as the crowd tries to decipher what it means for equity investing and the economy.
Veritone – AI Research Going Public
Sector Showcase: XLE Bears Have All The Energy
Article By:
Matt Weller
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Tuesday, May 9, 2017 3:13 PM EDT
For many markets, it feels as if the mid-December Federal Reserve meeting marked a turning point of sorts: that's when the dollar, 10-year treasury yields, and oil prices all peaked.
A Positive & Reassuring Earnings Picture In Q1
Article By:
Sheraz Mian
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Saturday, May 6, 2017 8:01 PM EDT
The Q1 earnings season has turned out to be very good. Not only is growth very strong and the highest in many years, but a bigger proportion of companies have come out with positive surprises, particularly on the revenues front.
Vodafone Group: A High Dividend Opportunity Or Value Trap?
Article By:
Simply Safe Dividends
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Friday, May 5, 2017 7:25 PM EDT
Vodafone’s ambitious turnaround efforts may ultimately prove successful, but the nature of this industry, along with Vodafone’s tight free cash flow coverage of its dividend, make this a rather speculative investment.
In this article: VOD
This Is What A Contrarian Indicator Looks Like
Article By:
The Heisenberg Report
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Thursday, May 4, 2017 2:12 PM EDT
A whole lot of folks are now wondering if they should trade in the opposite direction of the ostensibly “smart” money.
Pension Tension: Uncle Sam Walking Tightrope Into The Unknown
Article By:
Danielle DiMartino Booth
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Wednesday, May 3, 2017 12:33 PM EDT
In the same way compounding interest escalates the growth of your original investment, double denial in pensions renders the damage inflicted permanent.
3 Keys To Twitter's Turnaround
Article By:
Fred McClimans
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Tuesday, May 2, 2017 1:28 PM EDT
Twitter's sharp drop in per-user revenue is as concerning as its uptick in Daily Average Users is compelling. Here are 3 keys to Twitter increasing its revenue (and M&A potential).
In this article: META
What Should The Gold/Silver Ratio Be?
Article By:
Steven Saville
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Monday, May 1, 2017 11:47 PM EDT
The gold/silver ratio’s performance over the past five decades suggests that the 45-60 range can now be considered normal.
Glass Half Full Or Half Empty?
Article By:
Wade Slome
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Monday, May 1, 2017 5:55 PM EDT
We live in a time of confusing dichotomies, which makes deciphering the flood of daily data challenging. Determining whether they call for optimism or pessimism can be daunting.
In this article: SPX