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Vehicles Sales Increase to 16.00 million SAAR in February
by Calculated Risk on 3/03/2025 06:18:00 PM Wards Auto released their estimate of light vehicle sales for January: Despite Affordability Headwind, U.S. Light-Vehicle Sales Rise 3.4% in February (pay site). Continuing January’s trend, market strength was at the two far ends of the affordability scale, as entry-price cars and lower-cost CUVs posted big gains, while the…
Editor’s Pick: The China Problem…Might Not Be as Bad as You Think – Fat Tail Daily
Over the last few weeks, I’ve given iron ore plenty of coverage. And I’m not the only one… Australia’s most important commodity has been trashed across the media. As I’ll explain shortly, I think this coverage has been a bit unfair… But first, it’s worth understanding what’s driving this bout of pessimism in 2024. You…
Factor Update, August 3 2024
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Guesstimates on September 25, 2024
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Guesstimates on September 10, 2024
September S&P E-mini futures: Inflation is coming down and the Fed is unlikely to tighten any more. A swing up to 6000 is underway. QQQ: Support is 425. Resistance is 500. TNX (ten year note yield): The 3.75% level is support. A swing up to 5.50% is underway. Euro-US Dollar: The Euro is likely to…
Two stocks with “hidden” assets – Fat Tail Daily
You might remember we chatted about REITs like SCG last week. Here’s a great example of a company having a business model with another juicy angle to generate value. Here are two things I’m thinking about today… 1) A surprise special dividend! Hey, who doesn’t love one of these? One of my recommendations, Lion Selection…