The last time we saw today's setup, one group of stocks more than doubled in four years and left U.S. stocks in the dust... It has nothing to do with China. And it might surprise you... European stocks are now dirt-cheap compared with their U.S. counterparts. Based on histo
The Trump administration has fired the first broadside in its insane battle against bilateral trade imbalances. And its aim was not what most people expected. Canada, not China, is the target of the Trump trade team’s wrath.
Commerce Secretary Wilbur Ross has just announced a new 20% tariff on imports of Canadian softwood lumber. The US currently imports about $5.66 billion worth of....More>>>
U.S. equities fell again on Tuesday, pushing the stocks down in what was first back-to-back decline since January. Small-cap stocks were hit even harder, down for four straight sessions and in eight of the last ten sessions. The tape was heavy as political risk continues to grow amid partisan rancor in Washington.
In the end, the Dow Jones Industrial Average gave back 0.1%, the S&P 500....More>>>
Conventional wisdom suggests rising rates are bad for real estate investment trusts. In fact, that’s not always true. REITs have historically done well when the cost of money is increasing, asserts Keith Fitz-Gerald, editor of Total Wealth.
Between 1994 and 2013, for example, there were nine time periods when interest rates rose by more than 1% (or 100 basis points in trader speak)....More>>>
Sales Trends A Bit Soft, But Nothing To Worry About
I have been a bit disappointed by Nordstroms (NYSE:JWN) recent results. Not because it was a bad quarter per se, but because it broke the sequence of constant overperformance compared to other peers in the
It's been a bad month for Pegasystems (NASDAQ: PEGA), with investors running for the exits after a huge top-line miss in Q3. For an enterprise software company, there's probably nothing worse. Pegasystems sold off from all-time highs near $65 and now trades nearly 20% lower, in the low $50s.
I have previously written some articles where I have tracked Tesla's (NASDAQ:TSLA) construction and purchases of property, plant, and equipment (P,P & E), as well as Tesla's payments for them. The reason Tesla does not have to pay for all its equipment up front was explained in
Ever since the proposed acquisition of Rite Aid Corporation (NYSE:RAD) by Walgreens Boots Alliance Inc (NASDAQ:WBA) was restructured multiple times and eventually turned into an all-cash deal for a couple stores, RAD stock has been left for dead.