Monsanto Company (NYSE: MON) generated an outstanding return on equity of 43.5% over the past twelve months, while the Materials sector returned 6.1%. Even though Monsanto’s performance is highly impressive relative to its peers, it’s useful to understand what’s really driving the company’s strong ROE and how it’s trending. Understanding these components may change your views…
In a few short weeks, Britain will begin negotiations with the EU on how we will trade in the years ahead; in the next three years, the return of Britain’s capacity for self-government will give us the chance to trade freely with the rest of the world once more. To grasp these opportunities will require…
With President Trump’s announcement of trade tariffs, fears of a trade war have overtaken the news cycle and added to market volatility in recent weeks. But, is this fear really justified? This time on the Financial Sense Newshour, Jim Puplava takes a look at the reality behind the recent panic to determine what threat, if…
Despite significant controversy surrounding the trade war between the US and China, which as the WSJ recently pointed out that China was the first to start, the economy will barely be affected by the recently announced tariffs. Currently, based on speculation and rhetoric, the trend appears to be towards negotiation rather than an outright trade war. Since…
A recent paper from Robeco discusses whether a liquidity premium exists in the stock market. The authors, David Blitz, Jean-Paul van Brakel, and Milan Vidojevic, conclude that “the evidence for such a premium is, at best, weak.” Less politely, these authors refer to the whole notion of a liquidity premium as having been “challenged and…
GBPUSD Elliott Wave short-term sequence from 3/01 low (1.3709) ended as a Leading Diagonal structure in Minor wave 1 at 1.4248 high in 5 waves. Down from there, the pair is correcting that cycle in Minor wave 2 pullback in 3, 7 or 11 swings before it resumes the upside. So far pair is showing 3 swings back from…
Facebook (FB) has dominated the financial news cycle over the past weeks pursuant to its relationship with Cambridge Analytica, a political consulting firm with ties to Steve Bannon. Cambridge did digital work for Donald Trump’s 2016 presidential campaign. Apparently, the firm obtained private Facebook data to target millions of its users for ads promoting Trump:…
This Index is proprietary. It peaked at 12.55 during October 1919 as capital had flowed to the United States due to World War I. The Index then declined thereafter into the August 1921 bottom at 10.40. From this point, the Index rallied into October 1925 peaking at 13.16, fell back for 15 months bottoming again in…
USDJPY remains in the uptrend from 104.63, the fall from 107.01 could be treated as consolidation for the uptrend. Support is at 105.75, as long as this level holds, the uptrend could be expected to resume and a breakout of 107.01 resistance could trigger another rise towards 108.00. On the downside, a breakdown below 105.75…
When we decide how much money we can spend in the present year of retirement we need to know not only how much spendable wealth we have today but our best guess of how much we will have in the future. Likewise, on the expense side of the ledger, we need to know not only…
