CWS Market Review – December 18, 2015
– crossingwallstreet.com
on the exchange than the event itself.” – Jose de la Vega, 1688
Ladies and gentlemen, here’s the 2016 Crossing Wall Street Buy List.
AFLAC (AFL)
Alliance Data Systems (ADS)
Bed Bath & Beyond (BBBY)
Biogen (BIIB)
Cerner (CERN)
Cognizant Technology Solutions (CTSH)
CR Bard (BCR)
Express Scripts (ESRX)
Fiserv (FISV)
Ford (F)
HEICO (HEI)
Hormel Foods (HRL)
Microsoft (MSFT)
Ross Stores (ROST)
Signature Bank (SBNY)
Snap-on (SNA)
Stericycle (SRCL)
Stryker (SYK)
Wabtec (WAB)
Wells Fargo (WFC)
The five new stocks are Alliance Data Systems, Biogen, Cerner, HEICO and Stericycle…
What Bull Market?
– thereformedbroker.com
a) What bull market? No progress for any equity asset class in 18 months, lots of losses.
b) The fact that US stocks (large, mid, small, in the yellow circle) are essentially flat since last summer is just a consolation prize, I suppose.
c) The destruction to foreign equities and gold means lots of frustration…
Investing Blog Roundup: Jonathan Clements Money Guide Updated for 2016
– obliviousinvestor.com
Administrative note: I’ll be taking next week off to spend time with family over the holidays. The regular article schedule will resume on Monday 12/28.Jonathan Clements recently released the 2016 edition of his Jonathan Clements Money Guide. As I wrote last year, it is, I believe, the broadest personal finance book I’ve ever encountered — discussing everything from saving for retirement, to buying a home, to 529 plans, to Social Security claiming strategies…
Two Important Points on the Yield Curve and Spreads
– globaleconomicanalysis.blogspot.com
In my post this morning on Yield Curve and Spreads: Fed’s Real Policy Error in Pictures; What’s Next? there were two important points I intended to make but didn’t. First here’s a repeat of two charts. Yield Curve 1998-2015 (Year-End Values)Click on either chart for sharper image.Values for 2015 are from the December 16 close, the day the Fed hiked…Canadians Sell Cans Of "Rocky Mountain Air" To Choking Chinese
– zerohedge.com/
The Chinese are so desperate for clean air – amid the most disgusting pollution in history – that they have turned to buying cans of fresh air to breathe during the most smog-filled days. With low oil prices crushing their economy, Canada has begun to export another resource as CNBC reports Alberta-based Vitality Air is selling "Rocky Mountain air" to the Chinese for $10 to $20 per can…Five Apparel Companies To Buy Now
– insidermonkey.com
[[ This is a content summary only…
Succinct Summations of Week’s Events 12.18.15
– ritholtz.com
Positives:
Liftoff! They raised the Federal Funds rate, ending six plus years of ZIRP.
Housing starts rose 11% in November to 1.173mm SAAR, up from 1.06mm previously.
Bloomberg’s consumer comfort index rose for the second straight week.
Jobless claims came in at 271k, down from 282k previously…
from Royalty Gateway http://www.royaltygateway.com/investing-blog-roundup-jonathan-clements-money-guide-updated-for-2016-more-120-am-dec-19th/
CWS Market Review – December 18, 2015
– crossingwallstreet.com
on the exchange than the event itself.” – Jose de la Vega, 1688
Ladies and gentlemen, here’s the 2016 Crossing Wall Street Buy List.
AFLAC (AFL)
Alliance Data Systems (ADS)
Bed Bath & Beyond (BBBY)
Biogen (BIIB)
Cerner (CERN)
Cognizant Technology Solutions (CTSH)
CR Bard (BCR)
Express Scripts (ESRX)
Fiserv (FISV)
Ford (F)
HEICO (HEI)
Hormel Foods (HRL)
Microsoft (MSFT)
Ross Stores (ROST)
Signature Bank (SBNY)
Snap-on (SNA)
Stericycle (SRCL)
Stryker (SYK)
Wabtec (WAB)
Wells Fargo (WFC)
The five new stocks are Alliance Data Systems, Biogen, Cerner, HEICO and Stericycle…
What Bull Market?
– thereformedbroker.com
a) What bull market? No progress for any equity asset class in 18 months, lots of losses.
b) The fact that US stocks (large, mid, small, in the yellow circle) are essentially flat since last summer is just a consolation prize, I suppose.
c) The destruction to foreign equities and gold means lots of frustration…
Investing Blog Roundup: Jonathan Clements Money Guide Updated for 2016
– obliviousinvestor.com
Administrative note: I’ll be taking next week off to spend time with family over the holidays. The regular article schedule will resume on Monday 12/28.Jonathan Clements recently released the 2016 edition of his Jonathan Clements Money Guide. As I wrote last year, it is, I believe, the broadest personal finance book I’ve ever encountered — discussing everything from saving for retirement, to buying a home, to 529 plans, to Social Security claiming strategies…
Two Important Points on the Yield Curve and Spreads
– globaleconomicanalysis.blogspot.com
In my post this morning on Yield Curve and Spreads: Fed’s Real Policy Error in Pictures; What’s Next? there were two important points I intended to make but didn’t. First here’s a repeat of two charts. Yield Curve 1998-2015 (Year-End Values)Click on either chart for sharper image.Values for 2015 are from the December 16 close, the day the Fed hiked…Canadians Sell Cans Of "Rocky Mountain Air" To Choking Chinese
– zerohedge.com/
The Chinese are so desperate for clean air – amid the most disgusting pollution in history – that they have turned to buying cans of fresh air to breathe during the most smog-filled days. With low oil prices crushing their economy, Canada has begun to export another resource as CNBC reports Alberta-based Vitality Air is selling "Rocky Mountain air" to the Chinese for $10 to $20 per can…Five Apparel Companies To Buy Now
– insidermonkey.com
[[ This is a content summary only…
Succinct Summations of Week’s Events 12.18.15
– ritholtz.com
Positives:
Liftoff! They raised the Federal Funds rate, ending six plus years of ZIRP.
Housing starts rose 11% in November to 1.173mm SAAR, up from 1.06mm previously.
Bloomberg’s consumer comfort index rose for the second straight week.
Jobless claims came in at 271k, down from 282k previously…
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