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EconMatters

By EconMatters

Government Data is useless
The final GDP calculation came out on Wednesday, and we have several takeaways from this latest revision. First of all government reporting data is all over the place, and not in a good way. I have no confidence that any of these numbers are actually right, and second with an ever changing economy, most …

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By EconMatters
As Cushing supplies decline due to increased logistic options out of the storage hub in the Midwest PADD 2 in Cushing, Oklahoma inventories are rising to elevated levels in the Gulf Coast which eventually will provide the bottleneck and back up oil flows all along the supply and logistics chain.

The shortsighted obsession of building and expanding pipelines …

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By EconMatters  

EIA Petroleum Report
In reviewing the EIA weekly petroleum report, the oil imports figure came in at 6.889 (Million Barrels per Day) for the week ending 01/10/14. This number compared to a year ago 8.030 (Million Barrels per Day) puts a nice cap on the downtrend which really started gaining steam in 2010 onward. 

Compare this imports

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By EconMatters

Slow Start for Stocks
The New Year has started and if you hadn`t noticed nobody is rushing in to buy everything that isn`t nailed down like last year where asset managers couldn`t wait from day 1 of 2013 to buy as much as possible.

Market Churn

Yes, the fed tapered a measly $10 Billion, but they still are …

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By EconMatters

Slow Start for Stocks
The New Year has started and if you hadn`t noticed nobody is rushing in to buy everything that isn`t nailed down like last year where asset managers couldn`t wait from day 1 of 2013 to buy as much as possible. 
Market Churn
Yes, the fed tapered a measly $10 Billion, but they still are …

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By EconMatters
With another new year upon us mortals, we thought it is time again to check out the top 10 global risks ranked by Oxford Analytica.  Not surprisingly, from a geographical perspective, a majority of the top global risks come from the Middle East region (at 40%) and the Asia-Pacific region, specifically China, and North Korea (at 30%).  U.S., Europe, and…

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By EconMatters  

US Energy Boom
The US is producing much more energy domestically the last decade in all forms from natural gas to crude oil with a myriad of boutique products along the way, and so it is natural for producers to want to maximize profits by expanding their marketplace.
Free Markets haven`t been Free for a long time…

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By EconMatters

Momentum Stocks

Every year on average there are at least 4 momentum stocks that capture Wall Street`s fancy and all the fund managers pile into these names. Hedge funds realize this investing phenomenon and try to figure out which names are going to be the chosen ones this year so they can ride along the coattails of the …

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By EconMatters  

Free Market at work: Two Competing Offers on Table

The rumor has it that Nick Saban has two offers on his desk, and he is contemplating his future, sign the contract extension offered by Alabama in reply to the supposed offer on Saban`s desk to coach the Texas Longhorns as Mack Brown is being shown the door. …

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By EconMatters for Seeking Alpha
It has not been a good last 4 years for BlackBerry (BBRY), but 2013 started out quite well with the stock reaching as high as $18 a share. It is currently at the $5.65 area, at decade lows with earnings on the 20th of December. There are several reasons to be selling the stock into year…

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By EconMatters  

Era of Stock Buybacks
This has definitely been the era of stock buybacks with such low borrowing costs as companies are borrowing at very low rates not to expand the business, create innovative products, increase research and development but to buy back their own stock which isn`t cheap considering the multiple expansion in markets the last five …

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By EconMatters  

Actively Monitor 401k Designations
The stock market is so corrupt, such a gamed enterprise it is comical and is no place for 401k type investors to have their life savings and only retirement funds at risk with the lunatics and absolute corruption of the US stock market.
I am an experienced market participant so I know all …

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