The Trade-Weighted Broad US Dollar Index Hits the Highest Level since 2002 A strong dollar leads to wider trade deficits, and this is a headwind for US exporters. A strong dollar can also hurt emerging markets. The trade-weighted broad US Dollar index is a weighted average of the foreign exchange value of the US dollar against…
What’s The Risk Of An Earnings Recession in 2019? Maybe Less Than You May Think US-China trade uncertainty is the enemy of growth, and the impact of tariffs will weigh on corporate profits. But it looks like we’ll avert an earnings recession in 2019 if a trade deal with China is reached this summer. Image:…
Is Tesla Stock a Good Investment? Ouch, Tesla stock is down from $377 to $196 in just 23 weeks. Tesla is not a tech company, but a car company. It isn’t making as much money as expected. The future of Tesla is far from certain, with billions in debt coming due soon. Image: Hedgeye Risk…
The Dow Jones Has Been Down the Past 4 Weeks in a Row Keep in mind that the Dow Jones hasn’t been down 5 weeks in a row since 2011. Image: Ryan Detrick, LPL Financial LLC
World Exports Are Contracting – May 2019 Nowadays, exports of goods and services represent 29% of global GDP and trade tensions are causing a contraction in world exports. Image: First Eagle Investment Management
As China Trade Fears Intensified, Big U.S. Companies Tightened Spending A drop in capital spending in S&P 500 companies is a bad sign for the U.S. economy. Image: The Wall Street Journal
Do You Really Think That, By Buying the S&P 500, You Never Lose Money? Well, even if it is not adjusting for inflation with dividends, this chart is very interesting. That’s the reason why we develop stock market forecasting models. Image: Frank Jurs
Average Number of Hours Spent Using the Internet per Day via any Device The time spent per day on the internet in the USA is 6H30. Image: Hootsuite Click the Image to Enlarge
Crude Oil Reserves in Billion Barrels (Gbbl) The proven oil reserves in Venezuela are recognized as the largest in the world, but by some measures, it is the most miserable economy in the world. Image: howmuch.net
“The Stock Market Is Filled with Individuals…” –Phillip Fisher Quote of the day: “The stock market is filled with individuals who know the price of everything, but the value of nothing.” –Phillip Fisher
The Rise of ETFs May Distort the Stock Market Vanguard holds more than a 5% stake in 99.8% S&P 500 stocks. Image: BofA Merrill Lynch