EARNINGS – KEY METRICS https://insight.factset.com/hubfs/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_110317.pdf
TRIGGER$ November 2017
QUARTERLY EARNINGS – Q3 2017
QUARTERLY EARNINGS – Q3 2017 https://insight.factset.com/hubfs/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_110317.pdf
FUNDAMENTALS – MARKETS REMAIN OBSCENELY OVERVALUED
FUNDAMENTALS – MARKETS REMAIN OBSCENELY OVERVALUED — SOURCE: 11-03-17 Doug Short – “Market Remains Overvalued” — Here is a summary of the four market valuation indicators we update on a monthly basis. The Crestmont Research P/E Ratio (more) The cyclical P/E ratio using the trailing 10-year earnings as the divisor (more) The Q Ratio, which […]
TRANSCRIPTION: IN-DEPTH – IS CENTRAL BANK TIGHTENING REALISTIC?
VIDEO TRANSCRIPTION: IN-DEPTH – IS CENTRAL BANK TIGHTENING REALISTIC? THE GREAT CONUNDRUM WHAT IS THE CONUNDRUM? The Federal Reserve has been very clear through its’ forward policy guidance that it will slowly increase the Fed Funds Rate. “Slow” however should more appropriately described here as at a “Glacial Pace”! Additionally the Fed plans to […]
EXPORT CURRENCIES LEAD DEBASEMENT – IMPORT CURRENCIES MUST SIGNAL A “LESSER” DEGREE
EXPORT CURRENCIES LEAD DEBASEMENT – IMPORT CURRENCIES MUST SIGNAL A “LESSER” DEGREE
THE OVERWHELMING BUYER OF STOCKS ARE NON-FINANCIAL CORPORATIONS
THE OVERWHELMING BUYER OF STOCKS ARE NON-FINANCIAL CORPORATIONS — SOURCE: 10-25-17 Goldman Sachs, Credit Suisse via ZeroHedge – “This Will Be The Biggest Buyer Of Stocks In 2018” — In July, many were surprised to learn (even though we have shown this many times prior), that according to Credit Suisse analysts there has been just one buyer […]
SII: COMMODITIES, ENERGY – GAINING UPWARD MOMENTUM
US equity futures have hit a new records, helped by surging Asian and European stocks which have all started November on a euphoric note. Surging commodity prices, optimism about tax reform and hope for a new dovish Fed chair all combined to drive global stock markets to record highs, with the MSCI’s world stock index […]
SII: COMMODITIES – THE NATURAL CHALLENGES FOR EV – COBALT, LITHIUM & NICKEL
SII: COMMODITIES – THE NATURAL CHALLENGES FOR EV – COBALT, LITHIUM & NICKEL — SOURCE: 10-20-17 RealVison.com The Hack Nickel is a base metal that is used in variety of industrial applications. It is added to steel for corrosion resistance, Often used for its bright and lustrous appearance in coins, jewelry, etc. Used in batteries, such […]
SII: COMMODITIES – ELECTRIC VEHICLES – COBALT SQUEEZE
SII: COMMODITIES – ELECTRIC VEHICLES – COBALT SQUEEZE Electric vehicles – Resources squeeze With the Tesla revolution and bullish forecasts for EV sales blanketing the media, the future looks bright for a cleaner, quieter future in autos. However, with predictions of a rise in the global EV fleet from 600k today to 65 million by 2040, […]