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Archives by Year:
E Liberty, Fraternity, Inequality
Thomas Piketty’s Capital in the 21st Century won the 2014 Financial Times Book of the Year Award. The FT reviewer found many data problems but economists and businessmen agree with the French economist that inequality today is close to that of the era of Robber Barons. The top 3%, or 1%, or 0.1% or even […]
4 Steps To Mastering Momentum Stocks
Legend has it that the notorious gangster Willie Sutton was once asked why he robbed banks. His answer was seemingly obvious, yet remarkably poignant: “Because that’s where the money is.” So when investors ask me why I prefer momentum stocks, I can’t help thinking about this same quote. To me, it’s obvious and I strongly […]
Seasonal Stock Market Investing
With decades upon decades of data to sift through, many stock market pundits will have you believe that markets can be bought and sold according to seasonal effects. Of course, as dividend growth investors we are more concerned with investing in the market at all times rather than trying to time the market. With the […]
E Oil Supplies Tightening, No Signs Of A Glut Despite Media And Market Signals
For the past few weeks, I have been providing regular updates on the status of crude oil inventories and production in the United States. Admittedly, this report is a bit late as it covers the week ending November 7 and I do apologize for my tardiness in getting this released. The prevailing trends in oil […]
Depression-Level Collapse In Demand: In Historic First, Glencore Shuts Coal Mines For 3 Weeks
In a historic move showing just how profound the collapse in global commodity demand and trade is, earlier today the Sydney Morning Herald reported that Australia’s biggest coal exporter Glencore (GLCNF), which last year concluded its merger with miner Xstrata (XSRAF) creating the world’s fourth largest mining company and world’s biggest commodity trader, will suspend […]
AIG Is NOT On The Hook If Greenberg Wins Vs. Government
As usual with something like this so much has been reported yet so little work has actually been done on it… So the general thesis out there is: Greenberg is suing the US for its onerous bailout terms. He is greedy for doing it Inexplicably, it seems as though he is winning. People are shocked […]
Gold Daily And Silver Weekly Charts – He Dwelleth In This Land
Gold and Silver had a nice rally today, with gold stopping around the 1190 area and silver making it to the 16 handle midpoint. Look at the gold chart and you will see the only thing that really counts. Gold must break the downtrend, and take out the potential bear flag. Silver will follow, or […]
Today’s Consumer Data Foreshadows A Robust Holiday Shopping Season
During a week that’s already seen a lot of decent earnings reports from retailers, it’s not surprising that we would get additional positive reads on the consumer with today’s retail sales and consumer sentiment reports. US Retail Sales both including and excluding automobiles came in at 0.3% in October, in-line with the Estimize consensus. This is a welcomed improvement […]
Dollar Dump Sparks Safety Scramble For Bonds & Bullion
Stocks were somewhat of a sideshow to the moves in Bonds, commodities, and FX today. Trannies (Airlines) and Nasdaq (AAPL) led on the week with Small Caps the laggard and Dow/S&P not much better. A 6-7bps plunge in yields from around 10am ET today left Treasury yields only 0-2bps higher on the week. The USD dumped […]
Emerging Market Bonds: Where Do We Go From Here
Investors that were early to identify the attractive valuations following the volatility in emerging market bonds in early 2014 are still sitting atop a pile of gains, yet in recent months new investors haven’t experienced the same steady uptrend. Partly due to the slack in the credit markets domestically, bonds in emerging markets have largely […]
