Weekly CEO News from Richard Ingram
March 30, 2018

The Longer-Term Outlook The Packaging index is super-sensitive to the ups and downs of the stock market. It shows the market pullbacks very nicely, and these dips along with the stochastic lows have been good buying opportunities. Based on this

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For much of 2017, hedge funds – most of which again underperformed both their benchmark and the broader market – complained that they were not generating alpha for one reason: there was no volatility. Well, they got their wish in spades last month

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January 2018 marked the best start to a year for Wall Street in more than three decades, with a series of record highs. This is primarily thanks to an uptick in economies around the world, strong corporate earnings, booming trade,

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General Electric (GE) was the worst performer in the Dow, with selling all fall, and being the worst again this quarter. It was a dud in the S&P 500 as well, even though the stock saw a late-March surge on hopes that Warren Buffett may

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Recent Articles/Videos  JD.com Update — An update on where we think JD.com can go from here. Red Teaming — A review of one of the most important analysis techniques we utilize at Macro Ops.   Articles I’m reading Sri Thiruvadanthai wrote a

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The stock market is at record highs and people with FICO scores as low as 500 are once again happily obtaining mortgages. Not only that, but these mortgages are once again being securitized and are in demand by yield chasers.

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As many of you know, every month I like to highlight several stocks I am considering adding to my portfolio for my monthly buy(s). Looking forward towards April, I realize that I have way more than a “few” names I

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Few consumer trends of the past decade have been as pronounced as the shift away from the broadcast, “live” model of programming to the video-on-demand (VOD), or streaming, model. Since launching its streaming service just 10 years ago, Netflix (NFLXNetflix ( now

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Stocks staged a broad rally ahead of the three-day Easter weekend as technology shares rebounded, but the blue-chip Dow index still suffered its first quarterly loss in more than two years. The Dow closed the quarter 2.3% lower and the S&P

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Industrial metals are considered to be the building blocks of an economy. Despite concerns of a looming global trade war — due to the recent imposition of tariffs — adding an element of uncertainty to the outlook lately, there are

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