Category Archives: Equity

COTD: Amazon Eating Retail

(COTD = Chart of the Day) It’s important to note that Amazon still only boasts a 5 percent share of total retail sales, excluding food, across the country, according to data from the U.S. Census Bureau, Sanderson said. – CNBC … Continue reading

Posted in Economics, Equity, Uncategorized | Tagged , , | 3 Comments

The Ambiguity of Stock Value: Why It’s So Difficult to Call The Top

This is one of our favorite posts of all-time. Thought it apropos to re-post given that everyone and their mother is trying to call the top in stocks.  It’s all about yield-seeking capital flows, my friends.   Tell us what interest … Continue reading

Posted in Bonds, Equity, Uncategorized | Tagged , | 6 Comments

Why the Equity Bull Market Must Continue

We have been busy crunching some very interesting data on pension funds from the most recent Federal Reserve’s,  Flow of Funds Accounts.    Check out the charts below. Interestingly,  the last time Private and State & Local Government Pensions were fully … Continue reading

Posted in Equity, Institutional Investors | Tagged , , | 19 Comments

Technology turbulence – FT

Big players from the technology sector have reported a wide range of results. Lex’s Robert Armstrong and Giles Wilkes discuss the changing fortunes of tech’s top operators For more video content from the Financial Times, visit http://www.FT.com/video (click here if … Continue reading

Posted in Equities, Equity, Technology | Tagged , , , , , | Leave a comment

Profits explained | Finance Decoded – FT

In the third part of the FT video series Finance Decoded, Jonathan Guthrie explains how companies calculate their profit, what investors should be wary of and the different measures used to gauge how a company is really performing. ► Subscribe … Continue reading

Posted in Equities, Equity, Uncategorized | Tagged , , | Leave a comment

Energy Breaking Out…

Lots of interest in the energy sector. The Energy ETF, XLE,  cleared a 4-month high today, closing at its highest price since the 6.4 percent gap down on November 28th.  It now looks headed to fill that gap at 85.15. … Continue reading

Posted in Crude Oil, Equity | Tagged , , , | 1 Comment