Salient to Investors: Analysing what parts of the market have lots of ground to make up to reclaim highs is a good way to gauge how much more the market can rise or fall. The NYSE Arca Airline Index is 59 percent below its peak. The S&P 500 Information Technology
READ MORE... →Salient to Investors: Analysts expect earnings to fall this year at Goldman Sachs, JPMorgan Chase et al, but rise 20 percent or more at discount brokers. Chad Morganlander at Stifel, Nicolaus said household investors are getting more confident as their fear thaws out – volatility terrifies retail investors. James Gaul
READ MORE... →Salient to Investors: Three banks top the list of companies expected to boost their dividends the most over the next three years. 130 S&P companies expect to increase their dividends over 3 years. Read the full article at http://www.bloomberg.com/slideshow/2014-01-27/dividend-tip-sheet-where-the-payouts-are-growing-fastest-.html Click here to receive free and immediate email alerts of the latest forecasts.
READ MORE... →Salient to Investors: Nouriel Roubini at NYU said US banks are even-bigger-to-fail given consolidation. Read the full article at http://drnourielroubini.blogspot.com/2013/09/us-banks-are-even-bigger-to-fail.html Click here to receive free and immediate email alerts of the latest forecasts.
READ MORE... →Salient to Investors: Jonathan Weil writes: Comptroller of the currency, Thomas Curry, cautioned that some banks seemed to have been scrimping on their allowances against their loan losses – a fancy way of saying they may be fudging their numbers. Several large US banks, including JPMorgan Chase, Bank of America and Wells Fargo have been
READ MORE... →Salient to Investors: Policy makers and some Wall Street veterans see a banking system still too leveraged, complicated and interconnected to withstand a panic, and regulators ill-equipped to head one off — the same conditions that led to the last crisis. Stefan Walter said we are safer, but not safe
READ MORE... →Salient to Investors: Steve Hanke at Johns Hopkins University said inflation is always and everywhere a monetary phenomenon, but hyperinflation is always and everywhere a political phenomenon. payday short term loan Ricardo Hausmann at Harvard says the Fed’s planned tapering is not the only reason why emerging-market stocks and bonds
READ MORE... →Salient to Investors: Joseph Carson at AllianceBernstein said: Household finances are in the best shape in decades, and the US is entering a new, stronger growth phase as healthier finances revive borrowing, spur consumer spending, generate business investment and jobs. Household wealth measured by net worth rose to $70.3 trillion in Q1,
READ MORE... →Salient to Investors: Banks, brokers and insurance companies make up 16.8 percent of the S&P 500, almost double the level from 2009 and versus tech companies at 17.6 percent. Banks were the largest US industry during the bull market that began in 2002, and financial firms grew to 18.8 percent of the index in
READ MORE... →Salient to Investors: Earnings: 73% of 103 S&P 500 companies so far reporting have beaten estimates 53% have beaten revenue estimates. 80% of S&P 500 financial companies have beaten estimates by an average of 8.7%. Banks and insurers are predicted to report earnings growth of 26% this quarter. Excluding financial
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