Market Commentary

4 Quarters of Negative Earnings – Time to Worry?

Earnings season is on the menu now and bears everywhere are drooling. Why? Because looking at Q1 as a whole, total earnings are expected to be down -10.3% on -0.6% lower revenues versus the same period last year. This will be the 4th quarter in a row of negative earnings growth for the S&P 500,[…]

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The Fed and the Dangers of the ‘Dove’

April 21st, 2016
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U.S. equity markets started the year on a shaky note by falling some 10% through mid-February. Most of the selling pressure came from perceived weaknesses globally, which engendered heightened fear of a recession. In the end, the market recovered as negative views were supplanted in favor of more positive perspectives.[…]

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Do You Know About This Bargain Hunter’s Playground?

April 20th, 2016
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The U.S. mining industry has suffered greatly during the commodities slump, yet used mining equipment dealers from the U.S., Chile and Australia have been thriving and are aggressively stockpiling unused mining equipment.
The question is, why?
The fall in crude oil prices from $100 a barrel (mid 2014 price) to this year’s sub $40 levels resulted in the U.S.[…]

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2016 Investment Landscape: Right Sector at the Right Time

April 19th, 2016
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As we enter the late stages of the economic and stock market cycle, prices tend to get more volatile and performance dispersion can vary greatly. Early in bull markets, momentum and resurgent growth tend to “lift all boats,” with every category of stocks generally performing well.[…]

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The G20 Summit: Reasons to be Hopeful?

April 18th, 2016
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Since 1999, leaders from 20 different economies, which account for approximately 85% of all global economic output, have assembled annually to promote strong, sustainable and balanced growth and to address pressing global, economic challenges. The 10th edition of this summit was held in November 2015 in Anatolia,[…]

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What the Name “Aubrey McClendon” Means to Energy

April 18th, 2016
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In the last week of February, a historical event took place here in the U.S. when a tanker left the coast of Louisiana carrying America’s first liquefied natural gas (LNG) export to Brazil. Symbolically, the tanker marked a new era of energy production and trade and was a sign of the U.S.’s new position as an independent player in the Energy Sector.[…]

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What’s the Latest on the Oil Markets?

April 15th, 2016
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Oil Checkup – this weekend could be very meaningful for crude oil prices, as a Doha meeting between 75% of the world’s producers could determine a new course for production levels. There is increasing evidence that U.S. production has been falling while OPEC leaders have shown increasing indication to potentially “freeze” production at current levels,[…]

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Bank Stocks Plummet – Time to Unload or Load Up?

Financial stocks stumbled hard out of the gates in 2016. Some of the biggest players in the U.S. like JP Morgan (JPM), Wells Fargo (WFC) and Bank of America (BAC) got completely clobbered in the first six weeks. From January 4 to February 11,[…]

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What Would You Do with “Helicopter Money?”

April 14th, 2016
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Have central banks run out of ammo to salvage economic growth? After Quantitative Easing (QE) and negative interest rates produced little impact in Europe and Japan (so far), some may wonder if dropping cash from helicopters could be an option to stoke spending and demand![…]

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Bull Market Says, “I’m Not Dead Yet”

April 13th, 2016
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While many are crying out to the markets, “bring out your dead”, this bull is letting us know “I’m not dead yet!” On March 9th, 2009, the current bull market was born – and it is still alive today. Indeed, March 9th 2016 marked this bulls 7th “birthday” making it one of the longest on record.[…]

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