While not big fans of the short term 90 day treadmill called earnings season, we acknowledge the check up, and this season carries very special importance. Approximately every 90 days publicly traded companies report their earnings to the public. It is…
Just a reminder, with Earning’s Season, Newsletter, and Quarterly Reports on our plate, we tend to post only sporadically for the next few days, unless of course there is an urgent event. Talk to you shortly, and thanks for checking…
At this point we have a good idea of what inflation is, why it happens, the leading indicators for, and it’s effects. So in our opinion, and only time will tell if we are correct, here is our probability of coming…
In our earlier post “Interest Rates, Friend or Foe” we spoke of the concerns of higher interest rates and the headwinds that higher rates create. Being that most investor’s memories do not stretch for many decades, we continue to mention interest…
The Consumer Price Index: According to the Bureau Of Labor Statistics which has an excellent webste at http://www.bls.gov What is the CPI? The Consumer Price Index (CPI) is a measure of the average change over time in the prices paid…
As you know we have long been in need of a pullback in the Capital Markets. From the March low we have smartly moved up almost 40% without much hesitation. Markets, just like a marathon jogger, need a break, and…
Over the last several months we have seen a dramatic market move back to more smart values. But for a moment let’s look a bit deeper and see actually what has happened. If we classify stocks by their bond ratings,…
I am back from the AFG Conference and after almost a week of contemplation I think I have my thoughts in order to give an accurate account of what I learned at the conference. As I am sure most of…
This Friday marks option expiration for various instruments within the capital markets. Option expiration is a regular monthly event and usually results in extremely high market volume and capital markets captivated by stock prices gravitating to option strikes. The summer…
As many of you know we had very heavy rain here in Dallas yesterday from around 10 am until about 1 pm. Our office electricity grid, for several square blocks, were knocked out for about two hours. Just as a…
