We recently identified Amazon’s (AMZN) secret new earnings driver, advertising. Discovering it made a big difference in our earnings trajectory and earnings model. Amazon just confirmed that advertising is about to get even more important. The “Other” Line Item Drives Upside Surprise In Amazon’s recent earnings release on Page 13 their “other” line-item was up over 100%. That was advertising…
The US and Europe are in significantly different situations in terms of economic growth, inflation, and monetary policy. America’s year over year core PCE is 1.9% as of March and its core CPI is 2.1% as of April. That’s exactly where the Fed wants inflation to be as the target is 2%. This has allowed…
The US and Europe are in significantly different situations in terms of economic growth, inflation, and monetary policy. America’s year over year core PCE is 1.9% as of March and its core CPI is 2.1% as of April. That’s exactly where the Fed wants inflation to be as the target is 2%. This has allowed…
Audio Length: 00:34:04 On this week’s episode, I speak with Ted Pollak of the ETFMG Video Game Tech ETF (GAMR – Free Report) about the success of the video game industry and its future, from mobile gaming to virtual reality. Pollak’s wealth of knowledge about the video game industry led him to the idea of an industry-focused ETF,…
Last week we discussed the fundamentals of Gold, which do not appear bullish at the moment. Real rates (and yields) are rising and investment demand for Gold is flat. That in itself is a temporary but big missing link. However, we are referring to the missing link in the context of intermarket analysis. Gold is…
GBP/USD 4 hour The GBP/USD seems to have completed a sideways consolidation zone which is most likely a wave 4 (blue) pattern. Price is now trying to break below the support trend line (dotted green) which could indicate the end of wave 4 and the start of a bearish wave 5 (blue). The targets are…
After opening the day on a positive note, stock markets in India have continued their momentum and are trading in the green. Sectoral indices are trading on a positive note with stocks in the metal sector and banking sector witnessing maximum buying interest. The BSE Sensex is trading up 208 points (up 0.6%) and the NSE Nifty is trading up 58 points (up 0.5%). The BSE…
Thoughts S&P 500 dividend yield fell below the 3 month Treasury bill rate for the first time in 10 years. NOT medium-long term bearish for the stock market. Some short term technical weakness in the stock market. Earnings growth will probably peak later this year. Then will become a medium-long term bearish factor for the…
Every New York stock exchange trading day I’m posting a daily dividend stock or fund review. I’ll share the three chief qualities of just one equity or fund that could be selected for a dividend stock portfolio I’ve named the Safari to Sweet Success. This week the portfolio I’m building (my Safari To Sweet Success…
As oil prices start heading up, the usual questions arise regarding the macro implications. One view is that with the revolution in tight oil production, the US will experience less of a negative impact than before. This conclusion relies on a set of assumptions, possibly including the US being substantially less dependent on oil imports….
