The deficits facing the United States have put the nation in the unenviable position of an expensive place to go looking for capital. As the Federal Reserve takes dead aim at higher short-term rates in its quest for normalization, the
February 22, 2018
Natural gas prices traded within a very tight range again today, bouncing initially after today’s EIA print but declining from there into the settle. Despite the print that seemed to hit expectations, and if anything missed a bit bullish, the
First Solar, Inc. (FSLR – Free Report) just released its latest quarterly financial results, posting an adjusted loss of 25 cents per share and net sales of $339 million. Currently, FSLR is a Zacks Rank #2 (Buy), but that could
Jason Furman points us to his favorite Table 8-2 in the Economic Report of the President, 2018, released yesterday, with particular reference to the productivity assumption. Figure 1: Nonfarm real output per hour, 1947Q1=1 (blue), Trump Administration forecast of 2.6% (red), historical average
The insurance industry has performed well this reporting cycle with robust earnings from leading players. Prominent players such as Prudential Financial (PRU – Free Report) , Chubb Corp (CB – Free Report) , Allstate (ALL – Free Report) and Travelers (TRV – Free Report) surpassed both earnings and
Materion (MTRN) produces high-tech metals for industry. It also has a near monopoly position in one minor metal, Beryllium (symbol Be). I believe the company has off-book assets and intellectual property that make it an undervalued situation. However, I do
The Bulls think the Bears foolish. After all, bears have been slaughtered throughout the last year. Bears think the Bulls foolish. After all, since the correction and then bounce, the buyers have been scant and the phases have mainly stuck
Investors did not like Hannon Armstrong’s (NYSE: HASI) fourth quarter earnings announcement last night. While core earnings were a little weaker than expected, that is not what has the stock trading down 11% today. What shocked investors is the fact that the
Video length: 00:07:07 Stocks give up much of the gains today as the fear of rising interest rates are still front and center. In this crucial video newsletter we look at why rising interest rates are so important to economy
There isn’t much to report. The SPX is consolidating near the 50-day average, and so far it looks like the kind of market action that builds a new base. I wish I had more to offer. Market breadth continues
