Tag Archives: S&P 500

Friday Financial And Royal Frenzy

29 Apr

Add to DiggAdd to FaceBookAdd to Google BookmarkAdd to RedditAdd to StumbleUponAdd to TechnoratiAdd to Twitter

Kate and Wills

Image by JeanM1 via Flickr

Assorted links for today:

Friday Outlook: Stocks Could End April on Earnings Tail Wind.

Live footage from The Royal Wedding: the pre-nuptial frenzy, the procession, the ceremony and the after-party madness live from London.

WSJ: William and Kate Pronounced Husband and Wife.

And, a date to remember: the first debate of the Republican presidential primary season, of 2012, is on May 5.

Click to transfer to WSJ’s interactive graph

As posted earlier, the economic benefits of UK’s royals & the T-Mobile ad:


Financial Events – Week 16

17 Apr

Add to DiggAdd to FaceBookAdd to Google BookmarkAdd to RedditAdd to StumbleUponAdd to TechnoratiAdd to Twitter

Morgan Stanley's office on Times Square

Morgan Stanley reports first quarter 2011 - Thursday, April 21, 7:30 AM. Image via Wikipedia

More than 100 S&P 500 companies; including Citigroup, Goldman Sachs, Morgan Stanley and Wells Fargo, are reporting earnings in the week ahead. Calculated Risk highlighted these housing events for week 16:

  • Monday: April homebuilder confidence.
  • Tuesday: March housing starts.
  • Wednesday: March existing home sales.

See full list of the most important reports here: Schedule for Week of April 17th. 

Tomorrow, Monday’s numbers via MarketWatch: Stocks to watch Monday: TI, Halliburton, Citi and tech video commentary: US Week Ahead: Apple, Intel, PlayBook Key the News.

The «Buy & Holder’s» Worst Nightmare

14 Jan

 

S&P500 Index at Inflection Points – 1997-2010:

 

Source: Dr. David P. Kelly, JP Morgan Asset Management [via The Big Picture]

Ending On A High Note

4 Jan

Add to FaceBookAdd to Google BookmarkAdd to StumbleUponAdd to TechnoratiAdd to Twitter

 

CNN translated the 2010 Dow Jones Industrial Average market moves into notes:

Using a five-note scale spanning three octaves, pitch is determined by each day’s closing level.  Heavy trading volume – most notably on the day of the May 6 ‘Flash Crash’ – leads to high musical volume. Notice the piano tends to play quietly around holidays.

Listen on CNN here:  The Dow Piano.

[via The Big Picture]

S&P 500 @Two-Year High

11 Dec

Add to FaceBookAdd to Google BookmarkAdd to StumbleUponAdd to TechnoratiAdd to Twitter

Cars wind through the infield section of the I...

Via Wikipedia

Mostly upbeat economic data helped the US market finish at a two-year high on Friday.

Details here.

Emerging-Market Returns In U.S. Stocks

12 Nov

Add to FaceBookAdd to Google BookmarkAdd to StumbleUponAdd to TechnoratiAdd to Twitter

Bank of China

By Steve Webel via Flickr

Stockpickers can capture overseas growth by buying U.S. companies with big operations abroad. The strategy pays off.

More here.

Goldman Sachs: Call Energy Before ISM Data

30 Sep

Add to FaceBookAdd to Google BookmarkAdd to StumbleUponAdd to TechnoratiAdd to Twitter

A noble rig...

Noble Energy Rig - by dans le grand bleu via Flickr

Goldman Sachs encourages investors to buy options on energy shares before the Institute for Supply Management presents the manufacturing report tomorrow because the shares are expected to have larger-than-average swings:

“Equity derivatives strategists John Marshall and Maria Grant recommended buying options on 25 stocks, including Chesapeake Energy Corp. and Noble Energy Inc., that historically have had above-average price moves on days when ISM data are released and whose options are “inexpensive.””

Full recommendation via BusinessWeek here.

The Stock Market Through The Gold Investors Chrystal Ball

29 Sep

Add to FaceBookAdd to Google BookmarkAdd to StumbleUponAdd to TechnoratiAdd to Twitter

“Thus if gold is truly a world currency, then the S&P 500 index of U.S. stocks is dirt cheap when priced in it. For every ounce of gold, you can now buy more than five times the amount of stocks you could have ten years ago, as shown below.

The tricky question is where this stocks-to-gold ratio will go over the next ten years.”

[via The Business Insider]

Wrapping The Best September In More Than 50 Years?

26 Sep

Add to FaceBookAdd to Google BookmarkAdd to StumbleUponAdd to TechnoratiAdd to Twitter

Orimattila historic rally 2007: 1

Rally? by sjarvinen via Flickr

One of the grimmest months of the year is turning out to perform better than expected – is this september different from the last 50?

“Unless double-dip doubters drag U.S. stocks down in final week, the month is shaping up to be the best September since 1939.”

Full story from MarketWatch here.

Near-Miss Recessions Tend To Cause A Powerful Market Rally

8 Sep

Add to FaceBookAdd to Google BookmarkAdd to StumbleUponAdd to TechnoratiAdd to Twitter

RALLY MAGIC -  IMG_4335 ed+cr

Image by greekadman via Flickr

“In the prior near-miss recessions of 1967, 1985, 1995, 1998 and the 2003 near- double-dip, the S&P 500 delivered an average return of 15% from the start of September to January-end. Once recession fears subside, we believe the global cyclicals – Energy, Materials, Industrials and Technology — should rally the most, as they are best positioned to benefit from exceptionally low rates in the US and healthy global growth. They are also the sectors most exposed to healthy US business spending. We reiterate our overweight on Technology, Energy and Materials and equal weight on Industrials.”

The Business Insider has more via Bank of America Merrill Lynch here.

Double-Dip Recession – Much Less Likely

6 Sep

Add to FaceBookAdd to Google BookmarkAdd to StumbleUponAdd to TechnoratiAdd to Twitter

“The chart above over the last 12 months of: a) the Bloomberg U.S. Financial Conditions Index (data here) and the S&P 500 Volatility Index (data here) show that the financial markets went through a rough patch in May, June and July of slightly elevated risk, but have now recovered to the conditions that prevailed in the spring.  The recent improvements in these two daily market measures of risk should probably mean that the chances of a double-dip recession are much less likely now than at any time over the last four months.”

[via Mark J. Perry & Bloomberg]

Robust Corporate Profits?

28 Aug

Add to FaceBookAdd to Google BookmarkAdd to StumbleUponAdd to TechnoratiAdd to Twitter

Scott Grannis continues to stay optimistic after today’s downward revision to second quarter GDP:

“Regardless, it remains the case that profits have more than doubled since 1998, while the S&P 500 has not budged, on balance, over the past 12 years. As I’ve been arguing for a long time, the equity market looks very undervalued to me. Perhaps that’s because, like the bond market (see my post from yesterday), the equity market believes the future will be very grim.”

Read the rest of his thoughts: Corporate profits are very strong.

.

[via Calafia Beach Pundit]

“Meanwhile, of course, growth across the overall United States economy has been lackluster, slowing down significantly in recent quarters. And while companies may be sitting on mountains of profits, they have still been reluctant to use those profits to hire additional workers.”

[via BEAEconomix]

Readers of The Wall Street Journal are not that confident:

Vote here.

Hot Classical Art

25 Aug

Add to FaceBookAdd to Google BookmarkAdd to StumbleUponAdd to TechnoratiAdd to Twitter

Ferrari F430 Spyder

Image by BeautySeeer via Flickr

“Collectible cars have outperformed stocks, at least in the past four years, according to the Hagerty’s Cars That Matter “Blue Chip” Index, compiled by auto appraiser David Kinney of Great Falls, Virginia. The index, which contains the estimated values of 25 of the most popular collectible autos, increased more than 61 percent from September 2006, when it started, to the end of July.

That compares with a 16 percent loss in the Standard & Poor’s 500 Index. The 1958 Ferrari 250 GT California Spyder LWB gained 131 percent in that period to an estimated value of $3.3 million, according to the HCTM index.”

More from Bloomberg here: Bugattis Sell for ‘Crazy Money’ as Classic Cars Beat S&P 500.

Put Your Rally Caps Back On!

27 Jul

Five Reasons the Long-Term Bull Market Rally Will Resume:

1. Europe learned from the US crisis and made all the right moves.

2. Second-quarter earnings reports have been great & the sentiment pendulum has swung positive.

3. The leaders to the downside have stabilized, GS & BP.

4. The first higher low is in place confirming buying interest.

5. Doctor Copper is forecasting a strengthening economy.

Read the detailed arguments here (Via MJ Perry).

%d bloggers like this: