Rosenberg says “Keep an eye on M1”, others watch Cyclicals, and still others have an eye on junk bonds. All of the monetary aggregates have slowed substantially, and re...
Asian stock markets are lower today as Japanese and Hong Kong shares fall. The Nikkei 225 is off 0.1% while the Hang Seng is down 0.5%. The Shanghai Composite is trading down ...
Sean Brodrick, the Natural Resource Analysts at Weiss Ratings, shares why he thinks a major uptick in inflation is around the corner. There are some aspects of the inflation pictur...
SolarEdge stock has plunged some 20% after Q2 earnings. Q2 financials were within expectations, and guidance for Q3 a bit soft, but not enough to justify the selloff. We argue that...
July retail sales come in well above expectations even accounting for the downward revision in June from 0.4% to 0.2%. The U.S. Census Bureau announced the advance estimates of U....
This week: Global equities – death cross breadth and what it’s telling us about emerging markets US cyclicals vs defensives and the S&P500 outlook (a bearish or bul...
USAA Investment Management Company allocates its assets across a wide range of mutual fund categories, including both equity and fixed-income funds. The company seeks to follow mil...