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  • Finance 0

    Bonds: This Just In…

    Note: We highlighted the contrary bullish bond play right here at TalkMarkets back on December 6.  Now it appears it won’t be long before it goes the other way, as the media have begun to talk bullish.  Wash, rinse, repeat… This is actually a tag-along to the regular ‘Bonds’ segment in this week’s NFTRH 444.  As I was finishing up the report I happened to see this humorous headline, in all its click-baiting, eyeball sucking glory, from Bloomberg; so I popped it into the report.  For reference, our response once again to the original click-baiting, eyeball sucking article with a polar opposite message that set up a ni...
    On April 23, 2017 / By
  • Finance 0

    EUR/USD Spikes To 5-Month Highs After Early French Results

    With projections all confirming Le Pen and Macron into the second round (though varying notably on who is leading), the markets appear comforted by Macron’s position as EURUSD has spike almost 100 pips breaking above 1.09 to 5-month highs… EUR/USD above 1.09… To its highest since Nov 11th…   Breaking above the 200-day moving average…...
    On April 23, 2017 / By
  • Finance 0

    Bi-Weekly Economic Review – Sunday, April 23

    It wasn’t a very good two weeks for economic data with the majority of reports disappointing. Most notable I think is that the so called “soft data” is starting to reflect reality rather than some fantasy land where President Trump enacts his entire agenda in the first 100 days of being in office. Politics is about the art of the possible and that is proving a short list for now. Republicans can’t agree among themselves and Democrats are following the golden rule of politics – never interfere when your opponent is busy self-destructing. I said after the election that tax reform would be a 2018 event at the earliest. I may have been ...
    On April 23, 2017 / By
  • Finance 0

    The Coming Week In The S&P 500

    Video length: 00:05:30...
    On April 23, 2017 / By
  • Finance 0

    French Exit Polls: Macron Wins First Round 23.7%, Le Pen 21.7% – EUR/USD Should Rise

    According to the exit polls, Macron leads with 23.7%, Le Pen with 21%. Well behind, Fillon and Melenchon are tied with 19.5%. French exit polls are relatively reliable as they use real data. It seems that neither Fillon nor Melenchon can beat Macron and push him out of the second round. Le Pen could eventually surpass Macron: 2% is not a big gap. However, it would take either Melenchon or Fillon a 4%+ rise to push Macron down, not necessarily out. This is a favorable result for markets. EUR/USD should rise. According to polls, Macron leads Le Pen in a run-off with around 25 to 30 basis points. Macron is a pro-market, pro-Europe centris...
    On April 23, 2017 / By
  • Finance 0

    Full Week Ahead Preview: Here’s “What To Watch” After France Votes

    Well, it’s Sunday which means French voters are going to the polls to decide whether they want to do their part to help facilitate the end of Western Democracy as we know it. Here’s one voter who knows what she wants in that regard: Thanks Marine. Now if only you could convince the skeptics among us that this isn’t all a show and that you aren’t simply going to revert to being your father if elected. Well as we noted on Saturday, the ECB is preparing for the worst (although they don’t expect it) and the SNB has indicated its willingness to step into FX markets if some “adverse” outcome triggers EUR/CHF chaos. So far: Macron...
    On April 23, 2017 / By
  • Finance 0

    Macron, Le Pen Take Lead In Early Count Of French Vote: Live Feed

    The first results are in and according to IPSOS exit polls, Macron leads with 23.7% of the vote, Le Pen is second with 21.7%, with Fillon and Mellenchon tied for third at 19.5%. However, according to official results, from the French interior ministry, Le Pen is leading with 24.2% of the vote, while Macron has 21.4%   France, Ipsos exit poll: Macron (EM-*): 23.7% Le Pen (FN-ENF): 21.7% Melenchon (FI-LEFT): 19.5%#Avote #RadioLondres pic.twitter.com/95Z6rRKYsK — Europe Elects (@EuropeElects) April 23, 2017 Meanwhile, according to French official data: LE PEN GETS 24.2% IN FRENCH INTERIOR MINISTRY PRELIMINARY COUNT MACRON GETS 21.4% IN FRENCH...
    On April 23, 2017 / By
  • Finance 0

    3 Reasons I Prefer PepsiCo Over B&G Foods

    PepsiCo (PEP) has an excellent dividend history. It is a Dividend Aristocrat, a group of companies in the S&P 500 that have raised dividends for 25+ years. You can see the entire list of Dividend Aristocrats here. In five years, PepsiCo will become a Dividend King, a group of just 19 stocks that have 50+ years of annual dividend increases. To see the complete list of Dividend Kings, click here. PepsiCo will almost certainly get there. However, PepsiCo’s dividend yield is currently 2.8%. Investors combing through food & beverage stocks in search of higher dividend payouts might come across B&G Foods (BGS). Based on its recent sh...
    On April 23, 2017 / By
  • Finance 0

    Beleaguered Oil Stocks Are Testing Important Support Stretching Back 3 Decades: What Happens Next?

    Beleaguered oil stocks are testing important support stretching back 3 decades. Will they hold the trendline again and resume their leadership that they displayed throughout 2016 or is the repeated testing of the trendline wearing it down, leaving it destined to fail sooner than later? Written by Dana Lyons It’s no secret that while the broad equity market has fared pretty well so far in 2017, oil stocks have taken it on the chin. If we compare sector performance via the SPDR ETFs, not only is the Energy SPDR (XLE) the worst performer, but it is the only one in the red for the year. Not only is it down, but it is down some 9.5%. Then again,...
    On April 23, 2017 / By
  • Finance 0

    Breaking Down The Two-Stage Dividend Discount Model For Beginners

    By IntrinsicValueFormula  Dividends are the best friend an investor has. They are the gift that keeps on giving and finding a company that pays them consistently over a long period of time is a great way to build your wealth. Finding the intrinsic value of a dividend paying company is paramount to investing with a margin of safety. This helps protect our investments and grow our wealth. Using the dividend discount model is a great way to find that intrinsic value, and the use of the two-stage dividend discount model is a fantastic way to get a more precise view of that value. klimkin / Pixabay Our goal is to find the approximate value of a...
    On April 23, 2017 / By