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  • Taking Stock Of Deflation: Food And Fuels
    Mon, Oct. 13 FF, HSY, CRUD Comment!

    Summary

    • Increased commodity production is squeezing profit margins and scaring away large investors.
    • Alternative energy stocks will struggle as long as oil becomes relatively less expensive.
    • Reactionaries will likely oversell, creating energy equity opportunities in 2015.
  • Markets Will Take A Hit If Fed Raises Rates
    Tue, Aug. 26 AFSI, ALL, BAC 17 Comments

    Summary

    • Historical data reflects large stock market losses following each EFF hike.
    • Increased borrowing and capital costs will change company valuations.
    • Increased default risk leaves banks exposed during rate hikes; insurance companies stand to benefit.
  • Treasury Movements Signal Long-Run Doubt
    Fri, Aug. 15 UST 1 Comment

    Summary

    • A shrinking spread between 2-year and 10-year UST reflects long-run investor doubt.
    • Positive Q2 numbers are overshadowing areas of real concern for future growth.
    • Expect to see continued, and potentially increased, uncertainty leading to flight towards less risky assets.
  • Could Iraq Cause Another Oil Rally?
    Fri, Jun. 27 UUP, UDN, USO 6 Comments

    Summary

    • Short-term rallies in oil based on negative Middle East headlines will be transitory.
    • Long-term trend in oil still positive but for different reasons.
    • Increased production in both US and Iraq should stabilize market prices.
  • What's Next For The Euro?
    Thu, Jun. 26 FXE, FXY, UUP 4 Comments

    Summary

    • The latest actions out of the ECB to lower rates validates our earlier call to sell Euro-denominated assets.
    • While the rate cut should further incentivize Eurozone investors to spend rather than save, longer-term economic issues still exist in the region.
    • We feel there are near-term concerns for long investors in FXE and advise seeking out USD exposure such as the UUP.
  • There Is Still Potential Upside In Hewlett-Packard
    Wed, Feb. 12 HPQ 3 Comments
  • Oil Drop Creates Buying Opportunities
    Wed, Jan. 8 CLR, COG, DVN 6 Comments
  • Winners And Losers In The Obamacare Transition
    Mon, Jan. 6 AH, BCOR, CERN 3 Comments
  • Relative GDP Performances Favor U.S. Assets
    Dec. 2, 2013 FXB Comment!