Obviously the focus of attention was always going to be on the US/China trade talks and so most of Asia closed mixed. Japan is still on holidays and not expected to reopen until Monday. Fears were certainly evident in Hong
May 3, 2018
Thanks to the Fed and Central bank intervention, sales of Gold and Silver Eagle sales declined sharply over the past year. Yes, it’s true… precious metals investors have lost interest in gold and silver as the stocks, real estate, and
US Census says manufacturing new orders improved, Our analysis shows the rolling averages were unchanged. Analyst Opinion of Census Manufacturing Sales According to the seasonally adjusted data, it was civilian aircraft which accounted for much of the increase. The data
It’s a broad selloff, with every S&P 500 (NYSEARCA:SPY) in the red. Worst hit are the financial names (XLF -2.3%), led by 2.5% declines for Bank of America, Wells Fargo, and Morgan Stanley (all of which reported their Q1s last month). With
This update is in response to a standing request for real (inflation-adjusted) charts of the S&P 500, Dow 30, and Nasdaq Composite. It includes the latest monthly close data. Here are two overlays — one with the nominal price, excluding
Labor productivity is inching along. Real wages are not keeping up. Here’s a Tweet this morning that caught my attention, along with my response. Wage growth is just around the corner ? pic.twitter.com/FQd6OuToyN — Sven Henrich (@NorthmanTrader) May 3, 2018
Here’s the second installment of the new “What the EPS?” series, where I look at earnings trends across sectors, countries, regions…. taking my usual top-down approach. This week we look at earnings trends for the S&P 500, specifically the path of
Watch our CEO and founder Lars Christensen comment on the recent development of the Swedish krona.
I’ve written recently about the FANG stocks and another popular group I call MCBM. Both trade at valuations that look extreme relative to their history. There’s another group, though, that I have been watching that appears to be trading at a
