Nothing goes up forever, and US stocks have been on an historic run since 2008. A new report from Credit Suisse Global Equity Research says the U.S. stock market run is at least going to slow to a crawl next year, and may even fall for the first time in eight years. In the introduction to the…
Just days ago Citi pronounced, much to the chagrin of the status-quo-hugging Fed faithful, that given the turn in corporate profits (and concerns over margin sustainability) that the chance of a recession in the US had risen to 65% (and on that basis had a bearish outlook for US equities). Now, as other major sell-side shops jump…
As my colleague, Tim Maverick, discussed on Tuesday, battery technology is becoming an integral part of our electric grid system. Indeed, competition among creators of energy storage technology is heating up. For investors, that means there are several new opportunities for us to power our portfolios with this critical energy development. Positively Charged Indeed, batteries are set to…
As my colleague, Tim Maverick, discussed on Tuesday, battery technology is becoming an integral part of our electric grid system. Indeed, competition among creators of energy storage technology is heating up. For investors, that means there are several new opportunities for us to power our portfolios with this critical energy development. Positively Charged Indeed, batteries are set to…
While the possible Fed lift-off decision and associated economic data points occupy maximum media attention at present, there are opportunities waiting to be grabbed in other sectors. Jones Lang LaSalle Incorporated (JLL – Analyst Report) is one such lucrative avenue. Notably, shares of this Chicago-based real estate operations company gained over 8% year to date, and the stock…
It probably is late enough in the year to start thinking about what might be in store for 2016. Let’s face it, on the whole, 2015 has been pretty much a crashing bore or sober disappointment. Neither bull nor bear can claim this as their year. The ES contract has been pretty much priced at…
Friday’s release of a “just right” jobs report, in which the US economy reportedly added 211,000 jobs, more than the 200,000 expected, solidified its position as the “most important” one in recent years, after it was broadly interpreted by economists as the sufficient condition for the Fed to hike rates on December 16, 7 years to the…
The news from the oil patch is, in a word, ugly. Despite decent growth in demand, oil inventories around the globe are growing as oil producers like Saudi Arabia, Russia, and Iraq are pumping oil at record levels. According to the International Energy Agency (IEA), inventories of crude in developed countries stand at a record three…
Kinder Morgan, Inc.’s (KMI – Analyst Report) share price plunged more than 18% over this week amid the high volatility in commodity price environment and macro uncertainties. This massive fall in stock price raised concerns among Kinder Morgan investors. The shareholders – mainly income investors – are some of the most loyal but also the most fidgety….
It’s the Holiday (hiring) Season The U.S. economy added 211,000 jobs in November. This was down from a prior revised 298,000 (up from 271,000), but lower than the Bond Squad forecast of 225,000, but above the Street consensus of 200,000. The private sector added 197,000 jobs, down from an upwardly revised 304,000 (up from 268,000), but above the…
