Markets

Book Bits | 20 April 2019

● The Technology Fallacy: How People Are the Real Key to Digital Transformation By Gerald C. Kane, et al.Q&A with authors via publisher (MIT Press) Q: The data you collected over a period of four years required surveying over 16,000 people who have experienced and responded to digital disruption. ...

Schedule for Week of April 21, 2019

The key reports this week are the advance estimate of Q1 GDP, and March New and Existing Home Sales.For manufacturing, the April Richmond and Kansas City manufacturing surveys will be released.----- Monday, Apr 22nd ----- 8:30 AM ET: Chicago Fed National Activity Index for March. This is a composite ...

Week Ahead: Odds Stacked Against A Sustainable Breakout; 11760 Still Remains Important To Watch

The past week was quite eventful for the Indian equity markets. The short 3-day working week saw the benchmark index NIFTY50 marking a fresh high and attempting a breakout. Along with that, it also saw the NIFTY not confirming this breakout, slipping below the all-important 11760 mark once again. ...

Insurance Companies Are Popping To New Highs

Across the broad spectrum of insurance companies, the life insurance industry group has a group of names huddled at or around 52-week highs. With nice strong dividends, these stocks look set to surge. A good example to look at is Manulife Financial (MFC). MFC currently has its highest SCTR ra ...

How to Approach Investing Like Pro Sports and Make the Playoffs! - ChartPack Update #23 (Q1, 2019)

Pick the pro league of your choice. You can have the most expensive talent on one team, but without the right organization, routines and strategy, you won’t make the playoffs.(Presently, for example. you might consider the NBA’s Los Angeles Lakers with one LeBron James and friends). Somethi ...

Big Earnings, Rate Decisions and US GDP once markets return from holiday

The US dollar ended the week higher after mixed data and earnings reports provided a slightly optimistic tone for the US economy.  With thin conditions persisting due to the observance of Easter, choppy price moves could be expected over the next couple of sessions.  All eyes will be on a barrage ...

Profiting from Companies that Beat Earnings Expectations

Earnings season is off and running and already some companies that beat expectations could set up as high reward-to-risk trades. JP Morgan (JPM) is a perfect example of a company that reported stronger than expected numbers; you can see below the positive response from the market below. In the ...

Railroad Stocks Lead the Transports and Industrial Sector Higher

Editor's Note: This article was originally published in John Murphy's Market Message on Friday, April 19th at 10:21am ET. Two stock groups did better than the rest of the market this week. Transportation stocks had another strong week. As did the Industrial Sector SPDR (XLI) which was the week ...

Q1 GDP Forecasts: Around 2%

From Merrill Lynch: Despite various distortions to begin 2019 (Government shutdown, inclement weather), we expect real GDP growth in the first quarter to be a solid 2.4% qoq saar, up slightly from 4Q 2018. [April 19 estimate]emphasis added From the NY Fed Nowcasting ReportThe New York Fed Staff Nowc ...

Here Comes Jackass Cottontail

With TF 2 Comments | 2 Likes What's a holiday weekend at TFMR without a visit with our old friend, The Golden Jackass himself, Jim Willie. Over the course of this call, we primarily update a few of the recurring themes we've been following for the past few years, namely... Ongoing de-dolla ...