Stock Market, Economics, Equity Analysis
Oct02
I keep repeating that the damage to the indexes is quite contained, all things considered as large sections of the market (global growth, transports, semis) are nowhere to be found. One obvious example is global construction company Caterpillar (CAT) which…
Apr25
Quite a stark change of events – yesterday the Dow was the leader with IBM's stock buyback, Caterpillar's strength, along with the moves up in the telecom giants…while the NASDAQ stunk on the back of Apple. Today the laggard is…
Jan26
As mentioned quite a few times, despite the broad index movement, this rally has truly been concentrated on cyclical groups since the turn of the year. Perhaps no company represents cyclical more than Caterpillar (CAT), certainly within the industrial space….