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Mosaic Company Earnings – Double-Digit Growth Again

Mosaic Company The (NYSE:MOS) reported higher profit for the first quarter as revenue showed growth. The Mosaic Company is a producer and marketer of concentrated phosphate and potash crop nutrients for the global agriculture industry. Mosaic Company The Earnings Cheat Sheet for the First Quarter Results: Net income for Mosaic Company The rose to $526 […]

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Housing Starts, And Inflation, Rise

This morning’s updates on consumer inflation and housing construction for September offer some additional support for my previous post on thinking that September won’t be seen as the start of a new recession. The quick summary: housing starts rose 15% last month, the fastest pace since January; consumer inflation slowed, but only marginally, suggesting that […]

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U.S. 10-Year Rates Poised To Reach 3% Any Time Soon?

This is what the 10-year UST yield would look like if QE1, QE2 and QE3 had not been implemented. The chart is a 10-year UST model estimated until mid-2009. You can see how far we stand from “normal” (“fair” is not appropriate) value. Given VIX, growth and S&P 500 returns, normality would suggest yields at […]

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