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Well, in a word, "yes" which should surprise no one. Back in the early 2000s, while writing for TheStreet, there was a fellow contributor by the name of Jordan Kahn, out of LA (Kahn Asset Management), who I thought was a good writer and investor. Jordan's framework or process involved the an...
This week the markets have been all about the on again/off again trade talks between the US and China and the latest updates from the Tweeter-in-Chief. The Volatility Index (VIX) is reaching a four-month high, which is seriously hurting all those who helped build up the record net short positi...
By Spencer England The real trade deficit (million 2012 $) increased from $81,558 in February to $82,054 in March. The March observation was between the January and February data points so it was not large enough to generate a significant change in imports 0.58 percentage point contributio...
Towards the end of long expansions (this one is the longest on record) things get tight. Factories operate flat-out and start raising prices. Good workers become harder to find and companies start competing for them with higher wages and other perks. This story is about the "other perks" w...
May seem like a small data point, but this week showed the first sequential improvement in the "4-week" rate of change in the S&P 500 2019 and 2020 EPS estimate since - guess when - September 21, 2018. At least for the 2019 EPS estimate. The spreadsheet shows the actual data in the hig...
By Jill Mislinski This morning's release of the publicly available data from ECRI puts its Weekly Leading Index ((WLI)) at 146.9, up 0.5 from the previous week. Year over year, the four-week moving average of the indicator is now at -1.61%, down from last week. The WLI Growth indicator is ...
By SchiffGold Consumer debt continues to climb and break records every month. But the pace of borrowing slowed in March, a possible red flag for the US economy. Total consumer debt rose $10.3 billion in March, hitting a record-setting total of $4.05 trillion, according to the latest rep...
Hedging sounds like a smart thing to do. But has it actually worked? This post examines the historical costs and benefits of hedging stock exposure with SPY puts. Interest in hedging strategies tends to increase as market volatility rises. There are many ways to hedge, and a common method is...
Watch the conversation below between Hedgeye CEO Keith McCullough and former Fed advisor Danielle DiMartino Booth (CEO of Quill Intelligence) in this exclusive investing webcast. The duo discuss the outlook for Fed policy, U.S. economy, markets and much more. Trust us, this is a must-watch...
In the recent Job Openings and Labor Turnover Survey , the level of openings increased by 346,000, while job hires fell 35,000. Openings remain at a high level but began to decline starting in December last year. The fact that the hiring level is lagging the growth in openings is a sign compa...