Commentary

Commodity Volatility 2018-05-18 Video

I posted an additional article regarding this weeks video. This is a link specific to the video. The US Dollar is working real hard against the commodity up trend, but some of the commodities cannot be suppressed. Oil, Natural Gas, Heating Oil, Gasoline, and KOL are all soaring.  I mentioned a ...

When the Market is Choppy Search for the Best of the Best

The S&P hit its all time high of 2872 on January 26, less than 4 months. ago. Two weeks later, on February 9, it touched 2532, having fallen almost 12% before recovering some. But since then the bulls have struggled to make progress with the S&P pretty much at the same level it was in early Februar ...

Vanguard Divests Permian, Green River, Mississippi Assets For Over $60 Million

Vanguard Natural Resources Inc. said May 9 it continued its divestiture plans with multiple agreements to sell noncore assets for gross proceeds of more than $60 million. Since the end of the first quarter, undisclosed buyers agreed to acquire certain Vanguard properties located in the Permian Basin ...

Endo International (ENDP) Stock: Headed For The Top On Earnings

Endo International PLC (NASDAQ: ENDP) is having an overwhelmingly strong start to the trading session this morning after the company released its earnings report for the first quarter, beating expectations on both the top and bottom line. Of course, the news excited investors and the stock is making ...

Profiting from Weak Earnings

Analysts will tell you that this earnings season has been a great success. In fact, many companies exceeded earnings expectations and were handsomely rewarded by the market. However, there were also plenty of companies that missed earnings expectations and/or provided worse than expected guidance, ...

LB Outlook Negative, says S&P

Standard & Poor’s has announced: •On Dec. 5, 2017, Montreal-based Laurentian Bank of Canada disclosed mortgage documentation and client representation issues in connection with mortgages sold to a third-party purchaser, which resulted in some repurchase actions and raised concerns around the ...

Book Bits | 28 April 2018

● Us vs. Them: The Failure of Globalism By Ian BremmerReview via CBS News A new book, “Us vs. Them: The Failure of Globalism” by Ian Bremmer, looks at some of the consequences of increased international connections, growing nationalism around the world, and support for anti-establishment poli ...

Volatility Awakens: A Market Review

The beginning of the first quarter was serene and pleasurable, as equity markets levitated on the back of increasing earnings expectations and solid world economic underpinnings. But the market euphoria didn’t last long. ...

Commodities Surged Last Week, Leading Most Markets Higher

Most of the major asset classes scored gains last week, with broadly defined commodities leading the way, based on a set of exchange-traded products. The broadly defined iPath Bloomberg Commodity (DJP) posted its biggest weekly calendar advance in 2018 for the five trading days through April 13. Th ...

The Forward P/E Ratio Has Collapsed

James Mackintosh notes that the recent correction in the S&P 500 has brought valuations down enough for it to be noticeable. From the Wall Street Journal: Only once before have U.S. earnings expectations risen so far, or so fast, as they have this year. Yet, investors couldn’t care less as shares ...