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Sticker Shock? Unpacking September's FHFA Home Price Index

Rising home prices make it possible for companies to raise their prices and increase their gross margins. That said, it appears that buyers are beginning to experience sticker shock.

AES Corporation (AES) released its 3Q14 financial results on November 6, 2014. The company reported adjusted earnings of $0.37 per share, down from $0.39 per share in 3Q13.

Sector ETF Analysis

Energy and Power

What recent US rig counts, oil and gas figures tell investors
U.S. Rig count

The US rig count has increased this year. There were occasional declines, but nothing significant. This week’s increase reinforces an upward trend.

Industrials

Alaska Airlines’ 3Q14 earnings overview
Part1_3Q14 financial summary

Alaska’s share price increased to $55.86 on November 18, 2014, ~53% higher than $36.59 in the beginning of the year.

Tech, Media, and Telecom

Must-know: An overview of NVIDIA and its key growth areas
Operating segments

NVIDIA’s business focuses on visual computing. It ensures and enforces connectivity through computer graphics. Its graphics chips cater to all of the major computing platforms.

Real Estate

Pending Home Sales Decrease In October On Buyer Hesitation
Pending Home Sales

The National Association of Realtors, NAR, put out its Pending Home Sales Index. It tracks the number of home sales under contract. This tends to lead the actual home sales data by a few months.

Basic Materials

Why investors should understand Alcoa's transformation
share mrkets

Alcoa (AA) is the largest aluminum company in the US. It’s among the top three aluminum producers globally. The company was founded in 1888.

Consumer and Retail

Shares jump 45% on Caesars Entertainment's 3Q14 results
Part-1

Caesars Entertainment has grown through the development, expansion, and acquisition of resorts. The company now operates 50 casinos in 13 US states and five countries.

Financials

An investor’s guide to unconstrained bond funds
Part 1

Investor interest in these funds is strong. Unconstrained bond funds offer options for managing fixed income risks, without being shackled by index constraints.

Healthcare

Community Health Systems: A must-read company overview
Graph 2

Community Health Systems (CYH) has grown its hospital count rapidly in the last three decades. Today, it has the largest hospital network in the US.

Macro ETF Analysis

Global Equity ETFs

Investing in volatility: The last cheap asset class
US Treasuries and Mortgage-Backed Securities held by the Fed 2014-11-24

Due to the Fed’s bond buying program, the Fed’s holdings have continued to rise. The quantitative easing (or QE) program ended last month.

Fixed Income ETFs

3 reasons why it’s not too late to consider emerging market bonds
Fund flows for iShares JPMorgan emerging market bond fund 2014-11-20

Emerging market bonds have been one beneficiary of today’s low yield environment. Is it too late to allocate to this asset class?

US Equity ETFs

Will the end of easy money in the US mean more stimulus elsewhere?
earnings reportcard

Stocks advanced again last week, driven by an improving economic picture and an encouraging earnings season by U.S. companies. But a stronger economy comes with a flip side: less need for monetary stimulus.

Commodity ETFs

Important gold indicators that you should watch closely
GLD vs GDX

Gold isn’t a traditional consumable, which impacts its supply dynamics. Gold’s price depends on the valuation of assets like equities, bonds, and real estate.

Income ETF Analysis

Real Estate Investment Trusts

Initial Jobless Claims Remain Low, Good News For Retail REITs
Initial Jobless Claims

Last week, 291,000 people filed for first-time unemployment claims. This was our 13th sub-300,000 print on initial jobless claims this year, and the tenth in a row.

Master Limited Partnerships

Must-know: A guide to Enterprise Products' 3Q14 earnings
EPD Asset Map

EPD is a leading midstream service provider in the natural gas, natural gas liquids (or NGLs), crude oil, petrochemicals, and refined products sectors.