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BP: High-Quality Assets Pumping Out Growth And A 6.7% Dividend Yield
When most investors think of buying oil stocks, the U.S. majors like Exxon Mobil (XOM) and Chevron (CVX) typically come to mind. And while Exxon Mobil and Chevron are both Dividend Aristocrats with great balance sheets, investors can earn significantly higher dividends by looking overseas. For example, U.K. based energy giant BP (BP) has a 6.7% dividend yield. This compares favorably to its peers such as Exxon Mobil and Chevron, which have dividend yields of 3.9% and 4.2%, respectively. BP is one of 295 stocks with a 5%+ dividend yield. You can see the full list of established 5%+ yielding stocks by clicking here. Of course, a high divide... -
Finance 0
Forex Strength And Comparison For Week 23 / 2017
In the Currency Strength table, the CHF was the strongest currency while the AUD was the weakest. There were no significant changes last week with the highest difference of just 2 points compared to last week. This was for the GBP gaining 2 points. The other currencies remained around the same level of last week with a maximum change in strength of just 1 point. 13 Weeks Currency Score Strength The 13 Weeks Currency Strength and the 13 Weeks Average are provided here below. This data and the “13 weeks Currency Classification” are considered for deciding on the preferred range. Because it is not ideal nor desired to change th... -
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Why Macron Should Not (And Cannot) Follow The German Model
The Economist‘s analysis of Germany’s job market miracle of the past ten years offered in “What the German economic model can teach Emmanuel Macron” is more balanced than the usual accounts one hears in Germany itself. Germans are in love with the idea that structural reform of their labor market and persistent budgetary austerity were solely responsible for the German economy’s superior performance in recent years. The Economist highlights that Germany was fortunate enough to embark on its route for national salvation – the decisive lowering of its labor costs relative to its European partners – at a time when the world economy... -
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Deutsche Bank: “Path Of Least Resistance” Is For Everything To Rally
You’d be forgiven for throwing in the towel on trying to understand exactly how to reconcile the inexorable rise in equities, the resilience of EM, and the weak dollar with what’s supposed to be a Fed tightening cycle. Yes, Trump and some members of his inner circle have tried to jawbone the dollar lower at various times this year and yes, the administration’s seemingly intractable Russia problem has led the market to price out Trumpian reflation (e.g. bull flattening and a weaker greenback), and finally, yes, realized inflation has remained elusive undercutting the notion that the US economy will be able to ride without training whee... -
Finance 0
This Bull Market Plays By Different Rules, But It Will End As They Usually Do
Friday’s jobs numbers were perfect for this bull market, but not because of the media’s focus on the new highs in QQQ, SPY and DIA. Consider the advice and quote of legendary investor John Templeton, “Bull markets are born on pessimism, grown on skepticism, mature on optimism and die on euphoria.” As I look at the reaction to Friday’s jobs report and the charts of the Modern Family I see a healthy dose of both skepticism and optimism. As for the report, the non-farm payroll came in considerably lower than expected. At an earlier time in the life of this bull market such a miss would have sent the stock market plunging on fears that... -
Finance 0
Margins Might Not Expand In The Next Few Quarters
The stock market closed at a new record high on Thursday. The main reason for this rally is seen in the chart below. It shows year over year quarterly operating earnings growth since 1995. The mini-decline in earnings growth in 2015 and 2016 is like the one in 1998. Earnings growth had been sinking prior to both periods as 1998 and 2016 were both years in which the recovery had been getting old. Instead of falling into a normal recession, earnings declined and rebounded for one final hurrah. If this earnings recovery acts in concert with the one in the late 1990s, we have four more quarters of growth. The stock market is certainly acting sim... -
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Market Confirms Breakout
Market Confirms Breaks Out Market & Sector Analysis 401k Plan Manager Review & Update In last week’s missive, I discussed the breakout of the market. “The breakout does keep our allocation model nearly fully allocated. We are holding onto a little larger than normal cash pile just to hedge some volatility risk during the summer months.Also, stops have now moved up to the bottom of the bullish trendline as shown in the chart below which coincides with the 100-day moving average which has been a running support line.” The “sell signal” currently remains in place from very high levels, and with a push into 3-standard devi... -
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US Dollar At Risk As Political Jitters Rattle Financial Markets
Fundamental Forecast for the US Dollar: Neutral UK election may drive risk aversion, hurt Fed rate hike bets Comey testimony may stoke uncertainty fears, sour sentiment Efforts to loosen US financial rules may be overshadowed Retail traders expect the US Dollar to rise. Find out here what that hints about the price trend! The US Dollar succumbed to renewed selling pressure last week, giving up most of the previous week’s gains. The down move accelerated against a backdrop of cooling Fed rate hike speculation to culminate in Friday’s outsized drop after May labor-data proved disappointing. The economic calendar thins out in the week... -
Finance 0
Speculators Make Small Adjustments, But Like That Peso
Speculators in the future market made mostly minor adjustments in the gross positioning in the currencies. Ten of the 16 gross positions we track were adjusted by less than 3k contracts. There was only one above 7k. The bulls added 13.9k contracts, which lifted the gross long position to 112.5k contracts. It is the most in nearly three years. The net long position (75k) is the largest among the currency futures, edging out the euro (72.9k contracts). Speculators continued to rebuild gross long euro positions. Adding 1.2k contracts, speculators lifted their gross long holdings to 176.2k contracts. The record set in mid-April was 186... -
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Trade Deficit In Pictures: China, Mexico, Canada, Germany, Japan, EU
Trump’s howling about the US trade deficit with Mexico, Canada, Germany, the EU, etc, has me thinking about how to portray the result in pictures. Data is from the latest Census Department report on International Trade. Click on image for enhanced view. Trade Deficit Exports Imports Percent of Total Total 243,905 498,608 742,513 100 Eurozone 37,829 70,207 108,036 15.51 Germany 20,054 17,131 37,185 8.22 Canada 8,501 89,673 98,174 3.49 Mexico 23,037 77,566 100,603 9.45 China 106,481 39,335 145,816 43.66 Japan 22,596 22,005 44,601 9.26 Canada, Mexico, China, Japan, Germany 180,669 245,710 426,379 74.07 Canada, Mexico, China, Japan, Eurozon...
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