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A long cycle

If one can form a view on the next recession and its timing one can position the portfolio accordingly.....»»

Category: topSource: business-standardApr 16th, 2018

"Canary In The Coal Mine": House Flipping Returns Crash To Six-Year Low

Real-estate speculation has long been a characteristic of booming housing markets, and in this current cycle of artificially suppressed rates, investors have been furiously flipping homes.....»»

Category: blogSource: zerohedgeDec 12th, 2018

Dashboard: Recession Watch

I really like the cyclical depiction of the business cycle via this Infographic from LPL Financial Research. A long, slow recovery, like the one we had following the credit crisis, .....»»

Category: blogSource: TheBigPictureNov 27th, 2018

How Trump Dominates the News Cycle

Don’t get distracted by the latest Trump Birthright nonsense. That was the takeaway from my long conversation with Scott Adams, the creator of Dilbert. (future MIB will be here in 2 .....»»

Category: blogSource: TheBigPictureOct 30th, 2018

The Next Bond Crisis: Over $1 Trillion In Bonds Risk Cut To Junk Once Cycle Turns

It's been a long time coming. Last November, still smarting from a year he would rather forget, Russell Clark and his Horseman Capital, i.e. the "world's most bearish hedge fund" unveiled what he would short next: according to Clark, .....»»

Category: blogSource: zerohedgeOct 7th, 2018

Valvoline To Benefit From Share Gains, IT Investments, Jefferies Says In Bullish Initiation

The chemical sector is benefiting from a long industrial cycle, while the valuation multiples of the stocks are weighed down by the risk of an impending recession, according to Jefferies.  Latest Ratings for VVV.....»»

Category: blogSource: benzingaOct 3rd, 2018

Apple"s colorful new iPhone XR could trigger a long-awaited upgrade cycle (AAPL)

Apple Apple's announced a new smartphone model Wednesday, the iPhone XR. The new device shares the same basic design as the company's flagship iPhone XS and many of the same high-end features, but is $250 cheaper and comes in .....»»

Category: topSource: businessinsiderSep 12th, 2018

"How Long Til All Hell Breaks Loose": This Is Now The Strongest Ever Rally During A Fed Tightening Cycle

The US stock market just keeps crushing historical records: longest bull mar.....»»

Category: blogSource: zerohedgeSep 12th, 2018

Play 4 Sector ETFs With Strong Beat Ratios

Inside the sector ETFs that have come up with great beat ratios this reporting cycle. The time when investors used to be happy with just earnings growth is long gone. Now, earnings improvement (no matter how big it is) seems inadequate for s.....»»

Category: worldSource: nytAug 30th, 2018

U.S. corporate profits cycle remains very strong, says William O"Neil+Co"s Randy Watts.

As long as investors see a double-digit profit growth, which is forecast this year and next year, stocks will continue to do well, says Randy Watts, chief investment strategist at William O'Neil+Co. Aleksandra Michalska reports......»»

Category: videoSource: reutersAug 14th, 2018

GDP and the Long Economic Cycle

GDP Growth Shows How Little Things Have Changed There are three overarching issues worth remembering after last week’s economic report. Bloomberg, July 30, 2018.         G.....»»

Category: blogSource: TheBigPictureJul 30th, 2018

The big reason why retirees should cut down on stocks in portfolios

In the financial planning rule book, it’s called the “sequence of returns risk.” It says that when in a stock cycle you choose to start withdrawing from retirement plans has a huge impact on how long investments will last......»»

Category: topSource: marketwatchJul 24th, 2018

What Do "Normal" Interest Rates Look Like?

With the U.S. economic expansion in the late stages of a very long cycle, the Fed appears to be determined to continue to normalize i.....»»

Category: smallbizSource: nytJul 6th, 2018

The economic cycle is showing continued Economic Expansion phase conditions – July 2018

Summary:  Remain long equities, be prepared .....»»

Category: blogSource: valuewalkJul 2nd, 2018

Take the Long-Term View in a Late-Cycle Market

This article was originally published on ETFTrends.com......»»

Category: topSource: foxnewsJun 30th, 2018

Adient Is A Long-Term Pick If You Can Hold Through The Automotive Cycle

Adient Is A Long-Term Pick If You Can Hold Through The Automotive Cycle.....»»

Category: topSource: seekingalphaJun 12th, 2018

Will This Boom in Semi Chips Come to Grief Soon?

Will This Boom in Semi Chips Come to Grief Soon? The semiconductor industry has been long known as a ‘boom-bust’ industry.A. What does a ‘boom-bust’ business cycle imply? Here is.....»»

Category: personnelSource: nytMay 31st, 2018

We looked back at the long history of failed "Watchmen" adaptations, as HBO tries to break the cycle with a new TV show

DC Comics Damon Lindelof is developing a "Watchmen" pilot for HBO, based on the acclaimed.....»»

Category: topSource: businessinsiderMay 30th, 2018

XLI: A Late Cycle Long Opportunity

XLI: A Late Cycle Long Opportunity.....»»

Category: topSource: seekingalphaMay 9th, 2018

A long cycle

If one can form a view on the next recession and its timing one can position the portfolio accordingly.....»»

Category: topSource: business-standardApr 16th, 2018

Weekly High Frequency Indicators: M1, Mortgage Applications Bring Long-Term Forecast Back To Neutral

Weekly High Frequency Indicators: M1, Mortgage Applications Bring Long-Term Forecast Back To Neutral.....»»

Category: topSource: seekingalpha24 min. ago