Defensive Investors are defined as investors who are not able or willing to do substantial research into individual investments, and therefore need to select only the companies that present the least amount of risk. Enterprising Investors, on the other hand, are able to do substantial research and can select companies that present a moderate (though…
Seriously…VIX is trading with an 11 handle once again, at the lowest levels of 2015… The market continues to climb a wall of complacency.
Payrolls for US companies increased by a seasonally adjusted 185,000 in July, which is moderately below Econoday.com’s consensus estimate for a 210,000 advance. The gain marks the smallest rise in three months, according to this morning’s release of the ADP Employment Report. Meanwhile, the year-over-year pace continued to weaken, sliding to a 2.26% gain for the year…
Time Warner Inc. (TWX – Analyst Report), one of the leading media conglomerates, came out with second-quarter 2015 results, wherein adjusted earnings of $1.25 per share easily beat the Zacks Consensus Estimate of $1.03 and rose 28% year-over-year. Higher revenues and share repurchase activity cushioned the bottom line. Including one-time items, earning per share from continuing operations came…
We begin with NFTRH.com’s post from July 16 noting the message I got from a former associate (from my previous life as a manufacturer)… “Just an update for you, some disturbing news has leaked out this week. Machine tool builders have put out blow out [lists] to all sales persons in the USA, not sure if world…
The most important measure of the US dollar’s exchange rate from a macroeconomic point of view is a measure adjusted for inflation that is weighted according to trade flows. The Federal Reserve tracks a real broad trade weighted measure of the dollar. The measure of the dollar had peaked in March near 94.85. It backed off to…
The USD recovered a lot of lost ground versus other majors, fueled by comments that one FED member, Lockhart delivered late during the US session. Lockhart who is considered by most economists as defensive when it comes to voting in favor of raising rates, mentioned that September would be appropriate for a rate hike, unless…
It’s August. The first interest rate hike in eight years by the Federal Reserve could be just a month away. While the topic of when the Fed will raise rates gets a lot of attention, that’s the easy part of the equation. All they have to do is make a motion to implement policy changes…
The economic mover and shaker this week is tomorrow’s employment report from the Bureau of Labor Statistics. This monthly report contains a wealth of data for economists, the most publicized being the month-over-month change in Total Nonfarm Employment (the PAYEMS series in the FRED repository). Today we have the July estimate of 185K new nonfarm private employment…
