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Subs: Weekend Links

A sale?, Watt gets backing, finally a quorum and mom and pop investors are not causing the rally

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CNBC Ratings at 22yr Low…..

I’ve seen a lot of posts this week on stocktwits regarding CNBC and the fact its viewership has never really been worse……..

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The Dollar, Auto Sales and S&P 500 Intrinsic Value Update

“Davidson” submits:

Equity prices have a long history of rising on positive surprises. Many believe markets to be an ‘efficient’ pricing mechanism of all that is known and unknown. If they believe this, then it is surprising that they are willing to pay more for unexpected positive news.

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Subs: 135% Increase in Operating Income

Chip Brewer is hands down the best CEO in the golf business. A beat, a raise, more market share gains, increasing margins, a pristine balance sheet and another acquisition….

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Subs: More Real Estate Freed

So much for “Lampert is trying to steal the best property” meme

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Subs: More Changes

Freddie isn’t the only one changing the wording regarding future dividend payments

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Subs: Wednesday’s Links

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Subs: “If”

If the Conservator declares a senior preferred stock dividend…….”

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Is Oil About To Spike Higher?

“Davidson” submits:

This chart looks interesting. Momentum investors look for levels at which price acceleration suddenly occurs and then try to trade it. The US$ could fall faster from this point if enough believe it will. Will it take $WTI higher?

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Subs: Vegas Rolling

Home prices up over 9% YOY and condo prices up over 11% YOY.  Supply is under 2mos

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Subs: Insiders Optimistic

There is a pretty steady accumulation of shares going on in the energy sector. Some are making massive multi million dollars bets on their company’s stock prices…

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Real Private GDP ~40% Higher Than The Real GDP

How can we have a record number of $SPY companies beating sales estimates, record profits and other record economic indicators with an economy growing just over 2%?? Maybe, just maybe, it’s because things aren’t as mediocre as they seem?

“Davidson” submits:

How do we achieve record employment, record earnings, record Personal Income, record Retail Sales, near record Industrial Production and still think that our economy is weak? The economic data from the St. Louis Fed speaks volumes and underscores the strength of the current economic cycle. Then, why the continued gloom?

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Subs: Saturday’s Links

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USD vs WTI

“Davidson” submits:

Markets continue to reinforce that the long-held inverse relationship between the US$ and $WTI(as well as many other commodities) remains intact.

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Chemical Barometer Predicted The Earnings Surge We Are Seeing

“Davidson” submits:

CAB hit new high this week, the earnings surge predicted by this index 14mos ago in US Industrial Sector is being reported today.