Weekly CEO News from Richard Ingram
August 30, 2017

After the shenanigans in US mega-tech stocks over the last two days and the seemingly well orchestrated melt-up to pre-J-Hole levels in the dollar, why should anyone be surprised that ‘someone’ decided to try to sell $1.1 billion notional into the

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One of the enduring mysteries for conventional economists is why wages aren’t rising for the bottom 95% even as unemployment is low and hiring remains robust. According to classical economics, the limited supply of available workers combined with strong demand for

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One of the most interesting papers presented at the Jackson Hole conference was written by Alan Auerbach and Yuriy Gorodnichenko, entitled Fiscal Stimulus and Fiscal Sustainability. A key takeaway is that fiscal stimulus, during a slump, is likely to reduce — rather than raise —

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Written by Lorimer Wilson Five Below, Inc. (NASDAQ: FIVE) today announced Q2 net sales which exceeded the high end of their sales, comp and earnings outlook and raised full year fiscal 2017 guidance. About Five Below: Five Below is a specialty

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The economy expands in terms of capacity utilization until the effective demand limit is reached. The following graph shows the effective demand limit. (link to data… https://fred.stlouisfed.org/graph/?g=eUj3)  The red link of effective demand stays above real GDP. One thing to notice

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Today’s stock picks Short Weight Watchers (WTW) Short Walt Disney (DIS) Long Applied Optoelectronics (AAOI)

All but one of the 14 major market sectors was up today. More importantly… The top 3 sectors in our summary table (sorted by 6 month change) were 3 of the 4 biggest movers. This is good news for the

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M&A Boosts Biotech Stocks For Third Day Gilead Sciences (GILD) and Bluebird Bio (BLUE) Both Soar Today  Biotech Sector Back to 2017 Highs The prospect of more M&A boosts biotech stocks for a third day this week. The large cap based IBB was up

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A review of the day’s trading in the agriculture markets. Video length: 00:13:06

The last time we saw a business model as fundamentally flawed as TrueCar (TRUE: $17/share) was four years ago, when we put Angie’s List (ANGI) in the Danger Zone. In fact, TrueCar today looks very similar to Angie’s List in the summer

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