The Efficient Alpha Capital Deferred Revenue Indexes identifies companies that have Deferred Revenue on their Balance Sheets, an account created when a customer pays upfront for a product or service.  Not only do these upfront payments obviously help to enhance a company’s cash flow profile, but they also can be viewed as a “signal” of a company’s superior competitive positioning and differentiation.

Deferred Revenue Whitepaper – Efficient Alpha Capital – June 2020

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More Big Bank Earnings, TSM Reports, December Retail Sales Ahead

BY TEMATICA
Plus our market recap from yesterday and a fresh pile of model signals Read more →

Thoughts From The Divide: Little Tweaks and Adjustments

BY JON WEBB
“I actually think we’re going to see inflation be choppy, and I expect that we’ll see employment stay robust.” As we noted back in May, “one swallow does not make spring”. But if we are to follow the advice of Keynes/Samuelson, when information changes, we should adjust our conclusions. Blast! The trick is, of course, balancing the two ideas to adjust conclusions when the evidence suggests such an adjustment is appropriate: you might call it Bayesian inference. The above quote from Bostic illustrates the problem, with the Atlanta Fed head implicitly stating that he will be ignoring any hot inflation prints. Read more →

Why a Cautious Market Will Eye Key S&P 500 Support Levels

BY TEMATICA
And Nvidia will need to deliver a big beat and raise report on Wednesday Read more →
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