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Three Other Ways To Play Defense

Three Other Ways To Play Defense

The broader stock market (as measured by the NYSE Composite) may be making marginal progress. A 2.5% appreciation in price over the last nine months is mildly positive. Similarly, higher lows are typically indicative of ongoing strength.   It would be reasonable, however, to discuss whether the risk of participation is worthy of the potential […]
Is This The Safest Gold ETF For 2015?

Is This The Safest Gold ETF For 2015?

Gold had one of its worst nightmares in the last two years as investors shifted to more risky asset classes like equities. This is especially true in the backdrop of the strengthening dollar and continued bullishness in the stock market, two conditions that spoilt the safe haven appeal of the yellow metal. The bleeding stretch […]
Strong Buy HomeStreet Hits 52-week High

Strong Buy HomeStreet Hits 52-week High

HomeStreet, Inc. (HMST) is a diversified financial services company. The Company is engaged in real estate lending, including mortgage banking activities and retail and business banking operations and serves consumers and businesses in the Pacific Northwest and Hawaii. It offers deposit and investment products and cash management services and single family loans and commercial loans. […]
Our “Junkie Economy” Will Soon Hit Rock Bottom

Our “Junkie Economy” Will Soon Hit Rock Bottom

Medellín, Colombia Dear Diary, This is the first time we’ve been in Colombia. Greener, more mountainous, richer, newer, and more flowery – it is many things we didn’t expect. We’ve seen a lot of press on Medellín. It is supposed to be lively. It is “springtime all year round.” It is beautiful. And it is […]
April 2015 Sea Container Counts Continue To Demonstrate Weak Conditions In The USA And Globally

April 2015 Sea Container Counts Continue To Demonstrate Weak Conditions In The USA And Globally

The data for this series continues to be weak. Not only is year-to-date volumes contracting for both imports and exports – but both April exports and imports are contracting month-over-month and year-over-year. This continues to indicate weak economic conditions domestically and globally. Consider that imports final sales are added to GDP usually several months after […]
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                        Exchange Rate Regimes And The Global Financial Cycle

EC Exchange Rate Regimes And The Global Financial Cycle

Relevant or Irrelevant? The highly integrated nature of the global financial system was amply demonstrated, if we needed any reminder, by the turmoil in emerging market currency and bond markets in the wake of Fed Chairman Bernanke’s statements regarding the normalization of U.S. monetary policy, i.e., the “taper tantrum”. Following close on the heels of […]
Avery Dennison – Today’s Best Large Cap

Avery Dennison – Today’s Best Large Cap

Today I wanted to find the best Large Cap stock so I used Barchart to sort the S&P 500 Large Cap Index stocks to see which stock had the most advances in the last month. Avery Dennison (NYSE:AVY) was at the top of the list with 17 advances in the last 20 trading sessions. Barchart technical indicators: […]
Growth ETFs At The Heart Of The Market Rally

Growth ETFs At The Heart Of The Market Rally

Economic and political woes are swarming world over. Yet the U.S. stock market continues to enjoy the longest bull run since the 1940s. Both the S&P 500 (SPY) and Dow Jones (DIA) touched new highs yet again in the Monday trading session while the Nasdaq Composite index (QQQ) and the small cap Russell 2000 index […]
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                        Out Of The Ivory Tower – Why Stock Prices Are What They Are, Part 3

E Out Of The Ivory Tower – Why Stock Prices Are What They Are, Part 3

<< Read Part 1:Why Stock Prices Are What They Are <<Read Part 2: From Dividends To EPS – Why Stock Prices Are What They Are This is the third installment in a series that explains why stocks are priced as they are (or for those who prefer a more precise view, why supply and demand trends […]
Vestas Has The Wind At Its Back

Vestas Has The Wind At Its Back

    The once-respected stock of the global leader in wind turbines fell 96% from its peak in 2008 to its nadir in 2012. An almost-comedic series of managerial errors felled the stock. Foremost among these was launching a dramatic expansion plan in the midst of the 2008-2009 financial crisis, which caused many governments to […]