Kurt Osterberg

Browsing All Posts By Kurt Osterberg

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E M&A Spotlight: Michael Kors Acquires Jimmy Choo

With the most recent M&A Activity, we have a partnership between Michael Kors (MIK) and Jimmy Choo. Both companies, who have had their fair share of respectable growth and dominance in the luxury ...
On July 25, 2017 / By Kurt Osterberg
Finance 0
Big Earnings Week

Podcast: Play in new window | Play in new window (Duration: 13:15 — 7.6MB) DOW – 66 = 21,513 SPX – 2 = 2469 NAS + 23 = 6410 RUT + 2 = 1438 10 Y + .02 = 2.25% OIL + .66 = 46.43 GOLD + .50 = 1...
On July 25, 2017 / By Kurt Osterberg
Finance 0
Gold Prices Shrug Off Upbeat US Data With FOMC In Focus

Gold prices stalled, shrugging off an encouraging set of July US PMI figures that showed nonfarm activity growth grew at the fastest pace in six months. The outcomes were apparently insufficient to...
On July 25, 2017 / By Kurt Osterberg
Finance 0
Trick Question: How Is The Momentum Factor Performing YTD?

If you ask your typical long-only investor (or financial advisor) how momentum is doing this year they’ll likely say, “Amazing!” This statement will almost surely be based on the fact they own ...
On July 25, 2017 / By Kurt Osterberg
Finance 0
Leading Indicators Not Suggesting Imminent Market Peak, Recession

Several skeptics responded to our piece last week looking at the yield curve as a leading indicator (see Yield Curve Not Suggesting Imminent Market Peak, Recession) by saying that the yield curve is ...
On July 25, 2017 / By Kurt Osterberg
Finance 0
Alphabet Q2 Earnings In-Depth: Cost-Per-Click Down 23%

Alphabet Inc. (GOOGL – Free Report) reported its second-quarter earnings after the closing bell on Monday. The internet powerhouse posted strong revenue numbers, while profits dipped thanks to...
On July 25, 2017 / By Kurt Osterberg
Finance 0
Lennox International Inc. Reports New All-Time Highs For Revenue, Total Segment Margin & Profit In Q2

Lennox International Inc. (LII), a global leader in the heating, air conditioning, and refrigeration markets, today reported that revenue for the second quarter was up 8% to a record $1.102 billion FI...
On July 24, 2017 / By Kurt Osterberg
Finance 0
EC Why It Will Continue, Again Continued

Part of “reflation” was always going to be banks making more money in money. These days that is called FICC – Fixed Income, Currency, Commodities. There’s a bunch of activities included in tha...
On July 24, 2017 / By Kurt Osterberg
Finance 0
Barclays Exit Of Energy Business Triggers Surge In Oil Options Trades

Several hours before the US stock market opened on Monday, the commodity world was shaken by an unexpected surge in crude options trades, with traders noting that “someone is either moving posit...
On July 24, 2017 / By Kurt Osterberg
Finance 0
Sector Strength – Monday, July 24

We are on watch for a peak in this short-term uptrend. This failed break out for the Transports is a bit worrying, but so far not too much damage has been done. The bullish percents continue to suppor...
On July 24, 2017 / By Kurt Osterberg