Note: With the release of March Retail Sales and the Consumer Price Index, we’ve updated this commentary to include the latest Real Retail Sales. Official recession calls are the responsibility of the NBER Business Cycle Dating Committee, which is understandably vague about the specific indicators on which they base their decisions. This committee statement is about as close…
Netflix (NFLX) is expected to report earnings today after market close. The whisper number is $0.63, one cent behind the analysts’ estimates and showing no confidence from the WhisperNumber community. Whispers range from a low of $0.59 to a high of $0.68. A year ago the company reported earnings of $0.40, in-line with the whisper…
Goldman Sachs (GS) is expected to report earnings Tuesday before market open. The whisper number is $5.85, twenty-seven cents ahead of the analysts’ estimates and showing strong confidence from the WhisperNumber community. Whispers range from a low of $5.60 to a high of $6.15. A year ago the company reported earnings of $5.15, fourteen cents…
Johnson & Johnson (JNJ) is expected to report earnings Tuesday before market open. The whisper number is $2.06, five cents ahead of the analysts’ estimates and showing some confidence from the WhisperNumber community. Whispers range from a low of $2.01 to a high of $2.10. A year ago the company reported earnings of $1.83, four…
The healthcare sector is my favorite sector to invest in, both long and short term. Long term, demographics practically ensure that the sector will remain healthy (pun intended) for years to come. Ten-thousand baby boomers turn 65 every day. A few decades from now, when the baby boomer population has dwindled, the next large population…
Are governments making promises about pensions that they might not be able to keep? According to an analysis by the World Economic Forum (WEF), there was a combined retirement savings gap in excess of $70 trillion in 2015, spread between eight major economies… The WEF says the deficit is growing by $28 billion every 24…
Video length: 00:11:24 In this video newsletter update we give you an update on a few of the trades put on last week. Plus watch this video right now for the trading opportunity in the VIX you can’t afford to miss. An almost risk-less trade is setting up in the market…
The main talking point in Asian trade today was the Hong Kong Dollar seeing another test of its upper band (7.85). The currency has been pegged between 7.75 and 7.85 since 1983 and has remained within that range since 1985. Today was the fifth time in three trading days that the HKMA (Hong Kong…
Retail sales rose (seasonally adjusted) in March 2018 for the first time in four months. Related to last year’s big hurricanes and the distortions they produced, retail sales had surged in the three months following their immediate aftermath and now appear to be mean reverting toward what looks like the same weak pre-storm baseline. Exactly…
