Monthly Archives: December 2014

EC If Everyone

It ain’t so much the things we know that get us into trouble.  It’s the things we know that just ain’t so.   — Attributed to several American writers The most important events in 2014 were not anticipated.  At the end of 2013 and early 2014, parallels between 1914 and 2014 were focused on the disputes in the South China Sea, not Russia seeking to…

Another Year Of Macro-Driven Investment Success

As the year approaches its finale, money managers are celebrating their triumphs (and minimizing any failures). The good news is that there’s ample opportunity for emphasizing the former. Barring a year-end surprise, US stocks and bonds in particular are on track to end 2014 with solid gains. Wall Street won’t be shy in taking most…

New Jobless Claims Again Better Than Expected

Here is the opening statement from the Department of Labor: In the week ending December 20, the advance figure for seasonally adjusted initial claims was 280,000, a decrease of 9,000 from the previous week’s unrevised level of 289,000. The 4-week moving average was 290,250, a decrease of 8,500 from the previous week’s unrevised average of…

E

The best scoring names in our weekly mid cap report one year ago outpaced the S&P 400 by an average 195 bps in the past year. The best performers from our list from 1 year ago are TQNT up 226%, SWKS up 161%, ILMN up 76%, SKX up 69%, and HBI up 63%. The top…

Bull Of The Day: Cross Country

With the Dow breaking on through 18,000 it’s easy to be bullish on the market. The American consumer is back, oil prices are cheap, and we’re looking forward to a year full of winners for 2015. With today’s Bull of the Day I wanted to find a stock that can benefit from a continued rebound…