3 Leading Indicators for Markets – Why FedEx’s Latest Release is a Big Signal
FedEx’s latest preliminary earnings release sent the stock down 21.4% on Friday, September 16th as management withdrew their forecast on worsening business conditions. The news of forecasts being pulled at FedEx helped send the broad S&P down 0.72% because FedEx is a key company in the transportation industry and a component of the Dow Jones […]
Guide: How to Read Google Finance
Google finance is a great tool to use in your investing arsenal. It’s a great way to get updated ticker information, as well as news, financials, and other key metrics. You can quickly see past price performance (with this special trick), as well as 1D, 5D, 1M, 3M, 6M, YTD, 1Y, 5Y, and MAX. To […]
Qualitative Fundamental Analysis: The 8 Key Factors According to Ben Graham
Investors think of Warren Buffett’s mentor, Benjamin Graham, as a numbers guy who only considered financial data, or the quantitative side of fundamental analysis. They haven’t read his books carefully enough. Ben Graham dedicated most of a chapter in his seminal Security Analysis to the qualitative factors of fundamental analysis. It is well worth examining. […]
A No-Nonsense Value Investing Checklist from One of the All-Time Greatest
Value investors come in all styles, shapes and sizes. Fidelity’s Peter Lynch was one famous brand of value investor—looking for growth-y companies trading at a reasonable price. Who better to find a value investing checklist from than the great Peter Lynch? Here are some of the items on Lynch’s checklist (“The Final Checklist”) that he […]
Purchase Managers Index (PMI) as a Leading Indicator of Economic Growth
The Purchase Managers Index (PMI) is a great economics tool for investors to wrap their heads around as it can be watched as a leading indicator of changes in the economy. The changes in PMI data can indicate many things including changes in GDP, inflation, and employment which can all be used when making investment […]
What is a Stock Proxy? What’s a Voting Proxy? | Simple Guide for Beginners
A stock proxy is a document that public companies have to release every year. In it, investors will find details about management, the board of directors, and voting on major company matters. Investors should know how to look up a stock proxy and skim through the important parts. This guide will show you how, in […]
The Misery Index is at 12.7%, Highest Since 1970’s
The misery index in economics is used to describe the severity of the negative effects of inflation and unemployment on the population. The misery index is the combination of adding together the inflation rate and the unemployment rate. Let’s explore what the misery index means, its history, and how investors can mitigate the effect on […]
Hawkish vs. Dovish and Why Investors Should Watch For Cues
Monetary policy, and the people who decide on it, are often described as hawkish or dovish depending on whether the proposed policy is restrictive or stimulative, respectively. As we will touch on later, restrictive monetary policy and higher interest rates have a twofold effect on stock valuations and investors should learn to watch for cues. […]
The Short Ratio, Short Selling, and Short Squeezes Explained
Updated 9/25/2023 The short ratio is widely used when understanding the short selling behind a stock. It can tell you how many fund managers or retail investors bet a stock will fall. The short ratio indicates the number of shares that investors sell short over the average daily volume of the stock, on the basis […]
Fiat Money vs. Commodity Money: A Breakdown of the Pros and Cons
Updated 3/6/2024 “Money, it’s a crime.” Pink Floyd My grandparents used to say that money makes the world go around, but what do we know about the money we use today? We currently use fiat money but also deal with commodity money. Then, we add Bitcoin and other types of electronic currency, and we all […]
