Investing and Analysis

Battery Power on the Grid

On Tuesday, February 13, 2017, the Wall St. Journal Business and Finance Section featured an article entitled “Sun + Batteries = Peak Power.”  The article pointed out that utilities are large buyers of lithium-ion batteries.  One of the uses of these batteries is indeed to store power produced by solar and wind energy sources. However, these giant batteries are also ...

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Don’t Look At Indicators In A Vacuum

I have been writing about the market and economy for the last 18 years now and I made a small mistake this past week. I made the mistake of making a trade based on one indicator and without considering other factors. Let me explain. First, I have been doing this for so long that I have developed an overall market ...

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Volatility and VIX Hottest Words in Investment News

The selling we saw last week and on Monday of this week caused the words “volatility” and “VIX” to become the hottest words in investment news. On Yahoo Finance’s home page, without even typing in any search words, there were more than 25 articles with “volatility” or “VIX” in the title of the article. For the time being, they have ...

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FANG Stocks Impress With Earnings Except Google

Over the course of the last few weeks we have gotten earnings reports from the internet stocks affectionately known as FANG- Facebook, Amazon, Netflix and Google (now listed as Alphabet). Amazon and Alphabet completed the reports with each company reporting earnings last night. For the most part, the companies met or exceeded analyst expectations except Alphabet. Netflix kicked things off ...

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Has The Bond Selloff Run Its Course?

Over the past year and a half, the U.S. 10-year Treasury Note has been under tremendous selling pressure and that has caused the rate to rise to its highest level since June ’14. We see on the chart below that the futures price for 10-year notes has dropped to its lowest level since mid-2011 and the momentum seems to be ...

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Chip Sector in the Earnings Spotlight

As earnings season continues to pick up steam, the semiconductor sector will be in the spotlight this week with five major chip-makers releasing earnings reports over the next three days. The semiconductor sector has performed incredibly well over the past year. The chart below shows that the VanEck Vectors Semiconductor ETF (NYSE: SMH) outperformed all of the select sector SPDR ...

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