The Growing Disconnect Between Fundamentals And Headlines
ValueWalk - Seeking Alpha - Fri Mar 04, 3:24PM CST
By Francis Gannon While small-caps remain in a bear market and the world tries to gauge the condition of the global economy, we continue to focus on what we know and believe that fundamentals look better than the dire headlines suggest. ...
SPY: 200.43 (+0.65), QQQ: 105.67 (+0.04), DIA: 170.02 (+0.67), IWM: 107.72 (+0.59)
February Jobs Report: Solid Headlines, Decidedly Mixed Internals
Hale Stewart - Seeking Alpha - Fri Mar 04, 1:55PM CST
By New Deal Democrat HEADLINES : +242,000 jobs added to the economy U3 unemployment rate unchanged at 4.9% With the expansion firmly established, the focus has shifted to wages and the chronic heightened unemployment. Here's the...
SPY: 200.43 (+0.65), QQQ: 105.67 (+0.04), DIA: 170.02 (+0.67), IWM: 107.72 (+0.59)
Seeking Alpha's Market Challenge: What's Next?
SA Editor Michael Hopkins - Seeking Alpha - Fri Mar 04, 9:06AM CST
The jobs number blew past expectations. According to statistics from the Department of Labor, the economy added 242,000 jobs during the month , beating the consensus 190,000. The only point of contention: A sluggish pick-up in wage growth. As...
SPY: 200.43 (+0.65), QQQ: 105.67 (+0.04), DIA: 170.02 (+0.67), IVV: 201.48 (+0.70)
U.S. Jobs Numbers Strong (on Headline)
Mark Vickery - Zacks Investment Research - Fri Mar 04, 9:06AM CST
The long-expected BLS headline number was better than expected at 242K jobs in February.
PBR: 5.26 (+0.55), SPY: 200.43 (+0.65), QQQ: 105.67 (+0.04), DIA: 170.02 (+0.67)
Non Farm Payrolls: The Good, The Bad And The Ugly
Leo Nelissen - at Seeking Alpha - Fri Mar 04, 8:49AM CST
SPY: 200.43 (+0.65), QQQ: 105.67 (+0.04), DIA: 170.02 (+0.67), IWM: 107.72 (+0.59)
Daily State Of The Markets: Let's Look At The Economy...
David Moenning - Seeking Alpha - Fri Mar 04, 7:59AM CST
With the February jobs data on tap this morning, it is a safe bet that the Big Kahuna of economic data will be the focal point of the session (or at least the first 5 minutes, anyway). However, it is important to recognize that the state of both the...
SPY: 200.43 (+0.65), QQQ: 105.67 (+0.04), DIA: 170.02 (+0.67), IWM: 107.72 (+0.59)
Industrials and Small-Cap: 2 ETFs to Watch on Outsized Volume
Zacks Equity Research - Zacks Investment Research - Fri Mar 04, 7:43AM CST
RGI and EES saw massive volumes in yesterday trading session.
SPY: 200.43 (+0.65), QQQ: 105.67 (+0.04), RGI: 84.58 (+0.31), DIA: 170.02 (+0.67), EES: 74.76 (+0.72)
Futures edge higher ahead of jobs report
Seeking Alpha - at Seeking Alpha - Fri Mar 04, 6:03AM CST
SPUU: 31.55 (+0.20), SPLX: 29.46 (+0.17), TQQQ: 92.49 (+0.16), SDOW: 18.00 (-0.18), DOG: 22.84 (-0.08), SPXU: 31.93 (-0.30), UPRO: 57.93 (+0.61), SPXS: 17.03 (-0.16), SPY: 200.43 (+0.65), EPS: 67.96 (+0.23), DXD: 20.50 (-0.14), QQXT: 38.71 (-0.05), SQQQ: 20.69 (-0.02), DIA: 170.02 (+0.67), LLSP: 25.39 (+0.39), SPXL: 76.58 (+0.76), QID: 32.15 (-0.03), SFLA: 181.63 (unch), RWL: 39.07 (+0.17), RSP: 76.41 (+0.39), SH: 21.09 (-0.05), SSO: 60.19 (+0.36), QQEW: 41.18 (+0.04), IVV: 201.48 (+0.70), QQQE: 61.49 (-0.02), DDM: 61.32 (+0.42), QLD: 68.90 (+0.06), VOO: 183.78 (+0.59), QQQ: 105.67 (+0.04), SDS: 20.21 (-0.13), PSQ: 54.59 (-0.03), UDOW: 59.45 (+0.61)
Progress Report On Climbing
Calafia Beach Pundit - Seeking Alpha - Fri Mar 04, 5:37AM CST
The main concern that markets are grappling with these days is the possibility that weakness in China and in the oil patch, coupled with escalating debt defaults could conspire to produce another recession in the U.S. I've argued that these fears are...
TIP: 112.57 (-0.35), USO: 9.65 (+0.40), SPY: 200.43 (+0.65), QQQ: 105.67 (+0.04), GLD: 120.54 (-0.19), DIA: 170.02 (+0.67), TLT: 128.60 (-0.83), RINF: 27.25 (-0.02)
The Seas Really Are Stormy
Comstock Partners - at Seeking Alpha - Fri Mar 04, 4:46AM CST
We have warned in the past about the potential for a world-wide deflationary bear market accompanied by a U.S., and possibly, global recession. We believe this recession and deflationary bear market have begun and expect it will last through most of...
SPY: 200.43 (+0.65), QQQ: 105.67 (+0.04), UST: 60.07 (-0.35), GLD: 120.54 (-0.19), DIA: 170.02 (+0.67), TLT: 128.60 (-0.83), RINF: 27.25 (-0.02)
The Puzzling Weakness In U.S. Companies' Capital Spending
Dr. Bill Conerly - at Seeking Alpha - Fri Mar 04, 2:49AM CST
Corporate executives now shy away from capital spending. Companies are spending money to cut costs - labor cost especially, and also electricity - but few companies are increasing productive capacity. Total manufacturing capacity has grown by...
SPY: 200.43 (+0.65), QQQ: 105.67 (+0.04), DIA: 170.02 (+0.67)
Faulty Economic Barometer?
The Gold Report - at Seeking Alpha - Fri Mar 04, 1:53AM CST
A cacophony of recession chatter is filling the airwaves. Some experts are already declaring we are in one while others are raising warning flags. Their message has not been lost on the masses: Google searches for the word "recession" have...
SPY: 200.43 (+0.65), QQQ: 105.67 (+0.04), DIA: 170.02 (+0.67), IWM: 107.72 (+0.59)
Saint Patrick To Bless Stocks Into The Green For 2016
Markos Kaminis - at Seeking Alpha - Thu Mar 03, 11:06PM CST
SPY: 200.43 (+0.65), QQQ: 105.67 (+0.04), DIA: 170.02 (+0.67), IWM: 107.72 (+0.59)
5 Economic Charts Help Investors Understand Trump And Sanders
Gary Gordon - Seeking Alpha - Thu Mar 03, 5:48PM CST
Investors should be capable of asking a very simple question: If the domestic economy is performing admirably, why are Americans fed up with established politicians on both sides of the aisle? On the Democrat side, a 74-year old white male who...
SFLA: 181.63 (unch), RWL: 39.07 (+0.17), RSP: 76.41 (+0.39), SH: 21.09 (-0.05), SSO: 60.19 (+0.36), SPUU: 31.55 (+0.20), IVV: 201.48 (+0.70), SPLX: 29.46 (+0.17), SPXU: 31.93 (-0.30), VOO: 183.78 (+0.59), UPRO: 57.93 (+0.61), SPXS: 17.03 (-0.16), EPS: 67.96 (+0.23), SPY: 200.43 (+0.65), QQQ: 105.67 (+0.04), SDS: 20.21 (-0.13), DIA: 170.02 (+0.67), LLSP: 25.39 (+0.39), SPXL: 76.58 (+0.76)
3 Things: 'R' Probabilities, Middle-Class, Bear Market Over
Lance Roberts - Seeking Alpha - Thu Mar 03, 1:38PM CST
Recession Probabilities Rise As I penned earlier this week: "Speaking of weather, last year, the BEA adjusted the 'seasonal adjustment' factors to compensate for the cold winter weather over the last couple of years that suppressed...
SPY: 200.43 (+0.65), QQQ: 105.67 (+0.04), DIA: 170.02 (+0.67), RINF: 27.25 (-0.02)
AAII Sentiment Survey: Neutral Sentiment Rises To A 2-Month High
AAII - Seeking Alpha - Thu Mar 03, 12:04PM CST
The percentage of individual investors describing their short-term outlook for stock prices as neutral is now at a two-month high, according to the latest AAII Sentiment Survey. Meanwhile, pessimism continues to pull back from its recent high. ...
VTI: 102.07 (+0.35), VOO: 183.78 (+0.59), SPY: 200.43 (+0.65), DIA: 170.02 (+0.67), IVV: 201.48 (+0.70)
US Nonfarm Private Payrolls: February 2016 Preview
James Picerno - Seeking Alpha - Thu Mar 03, 11:32AM CST
US private nonfarm payrolls in February are projected to increase by 182,000 (seasonally adjusted) in tomorrow's Labor Dept. report over the previous month, based on The Capital Spectator's average point forecast for several econometric estimates....
SPY: 200.43 (+0.65), QQQ: 105.67 (+0.04), DIA: 170.02 (+0.67)
Bullish Sentiment Barely Budges
Bespoke Investment Group - Seeking Alpha - Thu Mar 03, 11:13AM CST
In spite of a nice rally for equities over the last week, individual investor sentiment barely budged higher. In the latest poll of investor sentiment from AAII , bullish sentiment rose from 31.2% up to 32.0%. That's the 18th straight week where...
SPY: 200.43 (+0.65), QQQ: 105.67 (+0.04), DIA: 170.02 (+0.67)