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Category: Structural

Does The Flat Yield Curve Forecast A Weak Equity Market?

December 28, 2005 Administrator 11 Comments

As the yield curve briefly inverted yesterday and the equity markets took a nose dive, a lot of news stories…

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Posted in: Econ, Structural

If you’re bearish (post Fed hikes)…

December 8, 2005 Administrator 9 Comments

Since it seems the last Fed hike is quickly approaching, it’s worth taking a look at what happens to equities…

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Posted in: Check your thesis, If you're bearish..., Structural

The Post Secondary Education Market Is Post Its Growth Phase

December 6, 2005 Administrator 18 Comments

The post secondary education industry has continued to grow rapidly over the past two years but has lagged in stock…

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Posted in: Structural

The Big Buyback Lie: Size Does Matter

December 5, 2005 Administrator 1 Comment

Given my empirical observations about buybacks two weeks ago, it’s nice to see my instincts backed up by hard data. …

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Posted in: Structural

Greenspan’s Job Is Almost Complete

November 30, 2005 Administrator 1 Comment

I believe the Fed will stop hiking rates at the 4.5% – 4.75% level.  All else being equal, the end…

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Posted in: Econ, Structural

Avoid Black-Hole Buybacks

November 23, 2005 Administrator 2 Comments

"Stock buybacks are the simplest and best way a company can reward its investors." — Peter Lynch As the number…

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Posted in: Long stock ideas, Stock ideas, Structural

Fed Continues To Add Liquidity Behind The Scenes

November 22, 2005 Administrator 14 Comments

A couple of months ago, I highlighted the odd way the Fed has been flattening the yield curve and jawboning…

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Posted in: Econ, Structural

Multiple Compression Could Turn Into Multiple Expansion With Lower Commodity Prices

October 28, 2005 Administrator 10 Comments

Following a solid spring, a combination of macroeconomic and industry specific factors began to be manifested retail.  These have been…

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Posted in: Check your thesis, Econ, Structural

The Visible Hand of Uncle Sam

October 20, 2005 Administrator 5 Comments

People can’t stand two things – randomness and responsibility.  On the first point I cite Voltaire: “If God did not…

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Posted in: Structural

Volatility Squeezed Higher

October 10, 2005 Administrator 1 Comment

Numerous sources have commented on the low volatility in the past two years.  I thought the following was an excellent…

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Posted in: If you're bearish..., Structural

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Slave 1 as a kids bed. Interesting design choice.

Slave 1 as a kids bed. Interesting design choice.
Steven Dennis @StevenTDennis

Star Wars room alert! In a Bonker Mcbonkerspants Orlando megamansion presumably intended for monster rentals. $15M. One of the more fun listings I've seen. cc: Boba Fett. #FridayNightZillow https://www.zillow.com/homedetails/9200-Bentley-Park-Cir-Orlando-FL-32819/46248258_zpid/?

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Turns out I was wrong about copper. @themarketear pointed out that copper prices are correlated with 10-year breakevens (i.e. inflation expectations)

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Sports contracts are so weird. Happy Bobby Bonilla Day.

Sports contracts are so weird.  Happy Bobby Bonilla Day.
Hollywood.eth @Blade24821777

@StevenACohen2

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$MU beat but guides significantly lower. $TSM seeing reduced orders, may cut FY outlook.

$GM guides lower. $KSS lowers guidance.

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Futures down, Europe down, Asia mixed. 10yr below 3%. Eurozone Markit PMIs better than expected but still weak. Russia seizes control of Sakhalin gas project.

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