U.S. companies find themselves in the best fiscal health in recent memory.
Apple has not even scratched the enterprise surface, and still has plenty of business to steal from Android in mobile.
As it was two years ago, U.S. economic growth is still slow and the recovery has yet to show signs of self-sustaining progress.
The company has continued to beat Wall Street’s estimates in each of the past five quarters.
The biggest impact to the model has been the fear over global growth and especially China
Major technological advances in the oil & gas industry have caused the U. S. to have an increase in oil production for the first time in over twenty years.
This model will remain fully invested to capture as much upside as possible while protecting against any major downside.
The company has continued to execute and we’re looking forward to Zillow’s first quarter earnings announcement in early May.
I plan to maintain my current asset allocation strategy of shorting the VXX and going long on the VXZ.
This forecast is based on belief that bank earnings, dividends and repurchases will provide the next catalyst to earnings for the index.