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The Morning Call--Will Hard Data Follow?

Dec. 11, 2020 9:02 AM ETORCL
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Value, Growth At A Reasonable Price, Dividend Investing

Seeking Alpha Analyst Since 2010

Steve Cook received his education in investments from Harvard, where he earned an MBA, New York University, where he did post graduate work in economics and financial analysis and the CFA Institute, where he earned the Chartered Financial Analysts designation in 1973. His 46 years of investment experience includes institutional portfolio management at Scudder. Stevens and Clark and Bear Stearns, managing a risk arbitrage hedge fund and an investment banking boutique specializing in funding second stage private companies. Through his involvement with Investing for Survival and Seeking Alpha, Steve hopes that his experience can help other investors build their wealth while avoiding tough lessons that he learned the hard way.

The Morning Call


The Market


Thursday in the charts.

Bonds & Black Gold Bid As Negative Nabobs Battle New Issue Nirvanans



The Economy


The November budget deficit was $145 billion versus estimates of $200 billion.

US Starts Off Fiscal 2021 With Largest Two-Month Budget Deficit On Record

November PPI rose 0.1% versus expectations of up 0.2%; core PPI was up 0.1% versus +0.2%.


November YoY Chinese vehicle sales were up 12.6% versus consensus of up 11.5%.

November German CPI increased 0.8%, in line.


Hotel occupancy down 38% YoY.

Hotels: Occupancy Rate Declined 37.9% Year-over-year

Household net worth up $3.8 trillion in Q3.

Fed's Flow of Funds: Household Net Worth Increased $3.8 Trillion in Q3

Lumber prices shooting up again.

The housing market boom has created historic demand for lumber

Five charts make the case for higher commodity prices.

Five Charts that Make the Case for a Bull Market in Commodities

Johnson says Brexit deal may not happen.

UK, EU Impose Emergency Plans To Prevent Economic Chaos Should Brexit Talks Fail

The coronavirus

The pandemic and productivity.


The pandemic public debt dilemma.

The Pandemic Public-Debt Dilemma | by Michael Spence & Danny Leipziger - Project Syndicate


Update on US/China trade numbers.

Political Calculations: U.S.-China Trade Soared Above Pandemic Recession Levels in October 2020

Bottom line. Treasury market expects higher inflation. Will hard data follow?

Treasury Market Expects Higher Inflation. Will Hard Data Follow?

Commercial real estate market faces significant headwinds.

Work From Home Threatens Commercial Real Estate Valuations

News on Stocks in Our Portfolios

Oracle (NYSE:ORCL): FQ2 Non-GAAP EPS of $1.06 beats by $0.06; GAAP EPS of $0.80 beats by $0.04.

Revenue of $9.8B (+2.0% Y/Y) beats by $20M.

Oracle (NYSE:ORCL) declares $0.24/share quarterly dividend, in line with previous.

What I am reading today

Corporations and civil disobedience.

Corporations and Civil Disobedience

The looming problem with the ‘on demand’ economy.

The looming problem with the on-demand economy

Geomagnetic storm to dazzle the night sky.

"It's Coming" - Geomagnetic Storm To Dazzle Night Sky

Quote of the day.

Bonus Quotation of the Day... - Cafe Hayek

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Analyst's Disclosure: I am/we are long ORCL.

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