Technical indicators could be aligned for a powerful and extended move up in the wake of the Fed baby taper. The fix was clearly...
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Posts Tagged ‘ Input Costs ’
Russ Winter Returns To Precious Metals – Pan American Silver
This post is an example of the actionables available on my subscription site. It this distinct from the Daily Rant pieces seen on Winter Watch. I was an active and successful mining shares investor in the early days of the precious metals bull market. I learned a lot about mining during that period. ...
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Kraft 1Q Profit Up 1.8% As Revenue Strengthens, Margins Weaken – Wall Street Journal
BloombergKraft 1Q Profit Up 1.8% As Revenue Strengthens, Margins WeakenWall Street JournalKraft Food Inc.'s (KFT) first-quarter earnings rose 1.8% as higher prices helped boost the packaged-food giant's revenue, though increased input costs con...
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If The Market Rolls Over Here….
If this rally runs out of steam, history suggests the next move down could plumb depths not seen in years.
If the market rolls over here, the next bottom might be a lot lower than most players think possible. After all, the "news" is all posi...
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Consumer is Gassed Out
In the consumer economy, gasoline demand has strangely collapsed. I have always felt this was a solid indicator of consumer behavior, and still do. At a core level I sense that in reality the consumer is MIA. As you can see the normal seasonal pickup in driving is barely registering. At the same time a...
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Our Counterfeit Economy
The U.S. economy is in effect a counterfeit economy, living on money created from thin air that is unbacked by an equivalent productive expansion of surplus value.
Yesterday we looked at counterfeiting and money printing and discovered they are on...
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Commodity Prices Headed for a Huge Drop
Minyanville > Markets
Commodity Prices Headed for a Huge Drop
By Erik Swarts Sep 30, 2011 2:40 pm
We may be at the back end of a historic super cycle in commodities, and the decline will help businesses and consumers while devastating emerging eco...
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We Don’t Have Wealth Creation
This post was written by Lugnut at Capitalstool.com. I think we just have a liquidation cycle gathering because Uncle Fed didn’t come through with more $ from the pump. So you get commodity liquidations because hedgies were working a self fulfilling inflation play. Then you get equity liquidation pressure from a recession and baby...
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Profit Margin Squeeze Continues to Grip the Economy
May 19, 2011
The two charts below offer clues for evaluating the risk of profit margin squeeze in the current economy. One is the ratio of crude to finished goods in the Producer Price Index (data through April). The other is an indicator constructe...
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China- A Profiteers Bagunca (Mess)
For those of you who don’t remember the Hunt Brothers, here is the background. Fast forward to today, and we see a “mystery holder” of copper stocks at the LME. Let’s see: a massive manipulation at the same time China is blowing up, could get very interesting. Just a thought, but does anybody care to wager...
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Stranguflation in Abundance
The formula to watch looks like this: Profit = Sales – (input cost + production cost + overhead). If companies want to subsidize consumers by keeping prices down, then profits are squeezed. If they want to offset input costs with offsetting production and overhead costs, then labor (consumers) and capex gets cut. The...
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Wall Street Examiner Exclusives
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Econ Chart Update- Single Family Starts Outrun Sales- Construction Employment Lags, Multifamily Booms
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Econ Chart Update- CPI, Jobs, Hourly Earnings, Real Retail Sales Show QE/ZIRP Massive Failure
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Econ Chart Update – Fed Policy and PPI – ZIRP and QE are DEflationary!
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Econ Chart Update- Initial Claims, Retail Sales, and Job Openings – All Bad News
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Where Did All The Cash Go? Radio Free Wall Street
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