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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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.
“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.
Below is the bolded section that is interesting. In approving the damages claim to go ahead in the District Court, The Appellate court gave Lambreth some guidelines.
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Subs: Wednesday’s Links
This is looks desperate…….
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Subs: Pzena Commentary
Richard Pzena: Pzena Investment Management, Inc – Chairman, CEO and Co-CIO
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Bove & Rosner on GSE’s
Bove and Rosner talk to CNBC about the GSE litigation
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T-Bills, Earnings and the US Dollar
“Davidson” submits:
T-Bill rates on a sharp rise as positive EPS surprise markets. T-Bill rates now at 1.17% and exceed Effective Fed Funds at 1.16%.
No matter what your take on the “legalities” of the government’s actions, these documents make it clear, beyond any doubt, that your government lied to you………..repeatedly. It’s no wonder Treasury /FHFA lawyers fought so hard to keep these docs from plaintiffs.
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Subs: Finally……..
One can only sit back and wonder how much better the finances of the company and how much higher the market share of Kenmore would be had this been done years ago………
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Peak Rigs???
“Davidson” submits:
Several months ago I said we could see the BH Rig Count peak near 1,000.