Monthly Archives: December 2014

It’s Our Money – Better Listen To Your Mother

Forget about fooling Mother Nature, just ignoring her puts you at certain peril even when you’re talking about an economy. So says this week’s guest Jamie Brown Hanson, Ellen’s daughter, an international researcher who studies bio-mimicry to understand how economic sustainability can be derived and adapted from ancient systems of nature: if systems don’t conform to those laws, they…

Supporting Trendline For Euro

As the Euro and Yen continue to drop in value (3-ply toilet paper; 2-ply; 1-ply………) it seems that the US dollar is indomitable. Maybe. All the same, looking at FXE (the ETF representing the EUR/USD cross-rate), we’re getting awfully close to major support. I confess, I’m not confident enough to put money behind it, particularly with the ECB press…

PVH Corp. (PVH) Beats On Q3 Earnings, Cuts 2014 Outlook

PVH Corporation’s (PVH – Analyst Report) third-quarter adjusted earnings of $2.56 per share not only came ahead of its own guidance range of $2.45–$2.50 but also the Zacks Consensus Estimate of $2.48 per share. Moreover, the company’s adjusted earnings were nearly 11% higher than the year-ago comparable period figure of $2.30 per share. Pvh Corp – Earnings…

Avago Comfortably Beats On Q4 Earnings With Accretive Buys

Leading analog semiconductor manufacturer Avago Technologies Limited (AVGO – Analyst Report) recorded strong fourth-quarter fiscal 2014 results (ended Nov 2, 2014) with substantial year-over-year improvements in revenue and recurring earnings on the back of accretive LSI Corporation and PLX Technology Inc. acquisitions. This is the first full quarter in which Avago and PLX operated as a combined entity after…

Another Day, Another Epic Gold (Miner) Slamdown

Presented with nothing but admiration for the arrogance of manipulators. Because nothing says fiduciary duty or best-execution like a 2-second dump of 1.25 million shares of Gold Miners (driving prices down $2) Sell Mortimer Sell… and close-up thanks to Nanex… a perfect dump to the LULD circuit breaker levels!!!! $GDX #flashcrash ! Déjà vu – See that…

MasterCard’s Xmas Gift: 45% Dividend Hike & $3.75B Buyb

Banking on three solid quarters of 2014, the board of MasterCard Inc. (MA –Analyst Report) announced incremental capital deployment plans, thereby augmenting shareholder return. In an attempt to boost capital efficiencies, the company hiked its regular quarterly dividend by 45.5% to 16 cents per share from the prior payout of 11 cents. The raised dividend will be paid…

More Monetary Base Perspective

Here is the chart shown the other day, with the S&P 500 diverging from its sustaining Adjusted Monetary Base (AMB).  Bulls will proclaim that the economy and the stocks of companies that make up much of the economy are ready to go the organic route; the Fed has removed QE because it is no longer…