From Bloomberg: Revenue growth may be the main focus of third-quarter earnings reports in the next few weeks after so many U.S. companies exceeded profit estimates last quarter, according to [ … ]
Category: Chart Of The Day
(Just Charts)
CHART OF THE DAY: GOLDMAN SEES HOUSE PRICES FALLING ANOTHER 14%
Goldman Sachs says home prices are going to fall another 14% to their 2002 lows and could be flat to down for years to come: Cullen RocheMr. Roche is the [ … ]
THE HOUSING MARKET AND BUBBLE DYNAMICS
The housing market is quickly becoming the focal point of the market tug-of-war. Many pundits and analysts are arguing that the housing market has bottomed, but recent data points to [ … ]
CHART OF THE DAY: JOBS MARKET IS REBOUNDING FASTER THAN EXPECTED
Bloomberg’s chart of the day shows that the seasonally adjusted jobless claims could be skewing the data and providing a more dire outlook than reality. Employment in the U.S. is [ … ]
CHART OF THE DAY: FED DAY PERFORMANCE
From Quantifiable Edges: Below is a long term chart of market performance on scheduled Fed days. I didn’t include non-scheduled meetings. Those are generally surprise rate cuts that are aimed [ … ]
CHART OF THE DAY: ON DECK – A GOLD COLLAPSE?
Excellent data here from the FT and RBC: Indeed, as the chart’s providers, RBC Capital Markets, noted on Tuesday — net speculative long positions on Comex reached a new all-time [ … ]
LATEST MERGER ARBITRAGE SPREADS
The latest merger arbitrage spreads courtesy of Reuters:
GOLDMAN’S 8 YEAR DIVIDEND DISCOUNT MODEL
Goldman Sachs recently released their outlook for the S&P 500 future fair value using a dividend discount model. Their base case estimates include a 6.7% EPS growth rate and a [ … ]
CHART OF THE DAY: WHO IS RESPONSIBLE FOR THE PERFORMANCE CHASING?
Fund managers are quick to purchase downside this year as the majority of fund managers play catch-up to the S&P 500. After a disastrous 2008 fund managers are desperately trying [ … ]