What If
William Smead Chief Executive Officer Chief Investment Officer Printable VersionSubscribe to the Missives Podcast Click here to listen to this Missive Dear Clients and Prospective Clients: As the first four weeks of a powerful...
Read MoreMajor upward trend day, nearly break even in my paper trading. While my results are not stellar, I have three green days in a row, but more importantly – I’m making progress in reading the market, seeing things in...
Read MoreUS EQUITY FUTURES REPORT 04/01/2009 EQUITIES BEGIN 2ND QUARTER WITH GAINS. BETTER DATA ON HOUSING AND MANUFACTURING TRUMPS ADP REPORT, LOOMING US AUTOMAKER BANKRUPTCY. US Equities began the 2nd quarter of 2009 with a solid...
Read MoreUS TREASURY FUTURES REPORT 04/01/2009 ECONOMIC DATA 04/02/2009: all times EST 8:30 AM US WEEKLY JOBS CLAIMS (655K) 10:00 AM US FACTORY ORDERS (1.5%) 10:30 AM EIA INVENTORY REPORTS (NAT GAS) ECONOMIC DATA 04/01/09 ADP EMPLOYMENT...
Read MoreBeast Trades 4/01/09 July Sugar buy at 1421 on a stop; sell stop at 1311 July Silver buy at 1405.4 on a stop; sell stop at 1345.6 June Australian $ buy at 7084 on a stop, sell stop at 6729 May Cotton buy at 4729 on a stop; sell...
Read MoreUS EQUITY FUTURES REPORT 03/31/2009 EQUITIES MAINTAIN VOLATILE TONE, REBOUNDING FROM MONDAY DROP ON AGGRESSIVE “REINVENTION “CHALLENGE FROM AUTOMAKERS, FINANCIALS REBOUND IN WAKE OF POOR DATA. US Equities...
Read MoreUS TREASURY FUTURES REPORT 03/31/2009 ECONOMIC DATA 04/01/2009: all times EST 8:15 AM ADP EMPLOYMENT REPORT 10:00 AM- ISM MANUFACTURING SURVEY (38.0), US CONSTRUCTION SPENDING (-1.5%), US PENDING HOME SALES INDEX 10:35 AM EIA...
Read MoreToday’s investor is encouraged to diversify his portfolio not only by industry but also by geography. But when comparing companies across international boundaries, investors must be cognizant of the existence of varied...
Read MoreUS EQUITY FUTURES REPORT 03/30/2009 EQUITIES FALL BACK THROUGH PRE RALLY LEVELS AS US GOVERNMENT REJECTION OF AUTOMAKERS TURNAROUND REVIVES SPECTRE OF BANKRUPTCY, FINANCIALS COMMODITY STOCKS PRESSURED. US Equities began the 1st...
Read MoreUS TREASURY FUTURES REPORT 03/30/2009 ECONOMIC DATA 03/31/2009: all times EST 9:45 AM NAPM CHICAGO (35.0) 10:00 AM US CONSUMER CONFIDENCE (28.0) ECONOMIC DATA 03/30/09 NO MAJOR ECONOMIC DATA RELEASES TODAY. . TREASURIES REBOUND...
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