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The Morning Call--Waiving Intellectual Property Rights. That's A Winner.

May 06, 2021 9:15 AM ETBDX
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The Morning Call


The Market


Wednesday in the charts.

Commodity Chaos Continues, Stocks Refuse To Bounce After Janet's Jolt

Stocks, bonds and higher inflation.

Stocks, Bonds, and Higher Inflation - Compound Advisors

Retail buying starting to fade?

Retail - will you buy stuff again?



The Economy


Weekly jobless claims were 498,000 versus projections of 540,000.

Initial Jobless Claims Fall To Pandemic Lows But Over 16 Million Americans Remain 'On The Dole'

Q1 preliminary nonfarm productivity increased 5.4% versus forecasts of +4.3%; unit labor costs declined 0.3% versus -0.8%.

The April ISM nonmanufacturing index came in at 62.7 versus estimates of 64.3.

ISM Services: 17 Industries Reported Growth in April

The April services PMI was reported at 64.7 versus expectations of 63.1; the April composite PMI was 63.5 versus 62.2.

March Markit Services PMI: "Business activity expands at fastest pace on record amid marked uptick in client demand"


March German factory orders were up 3.0% versus predictions of +1.7%; the April construction PMI as 46.2 versus 47.5 in March.

March EU retail sales rose 2.7% versus consensus of +1.5%.

The April UK services PMI came in at 61.0 versus forecasts of 60.1; the composite PMI was 60.7 versus 60.0.


The Fed

Handle with care.

Fragile: Handle With Care

Powell flunks his Q&A session.

The Fed Finally Gets Some Tough Questions... And Fails To Answer Them

Biden’s Plan

More on the rich paying their ‘fair share’.

The One Percent: Off With Their Heads!

Higher corporate tax rates will likely slow stock buybacks.

What Could US Corporate Tax Hikes Mean for Share Buybacks?

Talk about f**king up the economy: government decides when it can waive intellectual property rights (for coronavirus vaccine). One question, Joe: who is going the make the next vaccine when/if another pandemic hits? Clowns to the left of me, jokers to the right.



Inflation still has not found its way into the labor market.


The coronavirus

Some lessons.


Bottom line.

Is there an inflation shock coming?


Cash flooding into the Market may not be all that great for stocks.


The math does not support ‘buy and hold’.


April dividends by the numbers.


Update on Buffett indicator.


More on valuations.


This is a decent article on having a selling discipline. However, thinking about the multitude of reasons for selling can make your hair hurt. Plus, it only confuses the issue. You should have two sell prices on every stock in your portfolio. One is a Stop Loss, which can be moved up as the stock advances. The other is a Take Profits Price. I have my discipline. Mine is to Sell Half of my position when a stock reaches a valuation level my work determines as excessive. You can have yours. But have one; and the fewer criteria you have to consider, the easier it is to execute.


News on Stocks in Our Portfolios

Becton, Dickinson (NYSE:BDX): Q1 Non-GAAP EPS of $3.19 beats by $0.15; GAAP EPS of $0.94 misses by $1.25.

Revenue of $4.91B (+16.1% Y/Y) beats by $30M.

What I am reading today

Visit Investing for Survival’s website (Home | Investing for Survival | Investingforsurvival.com) to learn more about our Investment Strategy, Prices Disciplines and Subscriber Service.

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

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