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Sentiment Speaks: Market Crash Warning
We are seeing many traditional signs of topping in the market. The market now has a set up to drop hundreds of points over the coming weeks. The next market dro
The Bulls Continue To Bet On The Fed
As is generally the case, bonds have been warning the bullish bias of equity investors was likely misplaced. Currently, on a very short-term basis, the market h
Bonds - The Safe Haven Rises On Concerns Over Trade
The stock market falls as optimism sifts to pessimism. Last time it was interest rates, this time it is trade. New highs in the 30-year bond - a better price fo
Copper Continues To Melt Along With The Other Nonferrous Metals
Copper has been the barometer of the trade dispute between the U.S. and China. New lows last week as copper approaches the early 2019 bottom. LME and COMEX stoc
S&P 500 Earnings: S&P 500 Earnings Yield Back Above 6%
The S&P 500 earnings yield was 6.05% as of Friday's close, and the 2nd week in a row where the key benchmark's earnings yield was above 6%. The S&P 500 earnings
The European Elections
There has been almost no other focus than the American/Chinese trade negotiations. I think this has been a mistake. Virtually no one has been paying attention t
Buffett And Munger Are Licking Their Chops
We think Buffett and Munger must be licking their chops right about now as the earnings yield on stocks as an asset class has further widened its gap to bond yi
Weighing The Week Ahead: Should We Be Worried About A Sputtering Economic…
There was little hard news last week, but the market volatility increased anyway. So much for the idea of a quiet week. We have more interesting data in the we
Tracking David Tepper's Appaloosa Management Portfolio
David Tepper’s 13F portfolio value increased from $2.02B to $3.49B this quarter. Micron Technology is the largest individual stock position at ~23% of the portf
FEI: A High-Yielding Way To Play Growth In The Midstream/MLP Sector
FEI invests mostly in MLPs and other midstream companies. The fund has very high exposure to only a handful of companies, which does present some risks for inve
Bonds Could Be The Fade Of A Lifetime
The world is in love with bonds, and it's not hard to understand why. The trade war is back (with a vengeance) and to quote one analyst, nobody in the investing
Market Volatility: When Defense Can Be The Best Offense
It would be tough to argue that low market volatility hasn't had a good run. But between the selloff at the end of last year and the more recent turbulence trig
May Confirms Departure Date, But What Could It Mean For Investors?
UK Prime Minister Theresa May has finally confirmed the date she intends to resign, after enduring growing criticism from members of her own party. We see a sig
Treasury Inflation Expectations Dive As U.S. Yield Curve Inverts
The Treasury market's outlook has turned grim, based on the inverted yield curve of late. Another dimension of the cautious outlook is yesterday's sharp drop in
Durable Goods And 1998
We have arrived at revisions season once again. It's that time of year when many if not most (I don't actually keep track) of economic accounts undergo heighten
Best High-Yield REIT CEF
Our primary investing goal is to obtain high levels of current income. REITs are a great source for stable and recurring dividends. Unfortunately, many elite RE
MTUM: The Curious Case Of The Largest Momentum ETF
The ad-hoc rebalancing of the leading momentum ETF at the end of January has produced higher absolute and risk-adjusted returns versus the broader market so far
Ambarella: Exit After Hikvision And Dahua Fallout
Ambarella's shares crashed following reports of US regulators moving to blacklist two of its key customers - Hikvision and Dahua. Ambarella is more of a gamble
Plains All American Pipeline: Betting On The Permian
Plains All American Pipeline is one of the largest midstream companies in the United States and Canada. The majority of the company's assets are located around
Exxon: Stay Away From This Oil Major
Poor quarterly earnings and a rapidly changing oil environment penalized XOM's value creation. In spite of increasing crude output, XOM’s downstream and chemica
Verastem: Copiktra To Power Turnaround Prospect
Verastem is a legitimate therapeutic innovator that conquered the odds to gain regulatory approval for its leads cancer molecule, Copiktra. To investors' disapp
Abraxas Petroleum: Appears To Be A Solid Value Again Despite Some Recent…
Abraxas's production has been as expected so far, although it now shut in West Texas dry gas production due to low regional prices. Lease operating expense was
Dividend Challenger Highlights: Week Of May 26
A weekly summary of dividend activity for Dividend Challengers. Companies which declared increased dividends. Companies with upcoming ex-dividend dates. Compani
Banco Santander: Why I Think The Dividend Will Increase Faster Than Expected
Despite a decent set of results, Banco Santander's share price doesn't seem to be moving. Applying the company's mid-term RoTE and dividend payout ratio targets