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Thus Spake Yellen

Thus Spake Yellen

Podcast: Play in new window | Play in new window (Duration: 13:15 — 6.1MB) DOW + 97 = 17,633 SPX + 17 = 2055 NAS + 79 = 4846 10 Y – .06 = 1.81% OIL – .90 = 38.49 GOLD + 20.60 = 1242.90 The Federal Reserve raised interest rates in December and indicated they would like four […]
Dow S&P Hit 2016 High

Dow S&P Hit 2016 High

U.S. markets spiked after dovish statements by Janet Yellen. Video Length: 00:13:57  
Central Banks Need To Get Real (Not Nominal)

Central Banks Need To Get Real (Not Nominal)

While the ECB and Bank of Japan are exploring negative interest rates, the US Federal Reserve is preparing us for a slow and cautious increase in short-term interest rates. Long-term rates remain at very low levels and inflation expectations have come under pressure and also remain below what they were a few months or years […]
Silver Vs. Gold: 2 Must See Charts

Silver Vs. Gold: 2 Must See Charts

What is the better investment? Silver or Gold? Well, if we look at the following two charts below, we can spot some interesting trends. The U.S. Mint has been producing Gold and Silver Eagles for over thirty years now. Since 1986, the U.S. Mint has sold 21.7 million Gold Eagles versus 463.4 million Silver Eagles. The […]
Top 5 High-Yield Business Development Stocks To Buy Today

Top 5 High-Yield Business Development Stocks To Buy Today

Separating out the most promising stocks from the entire sector, Tim Plaehn has discovered the top five business development companies with high yields to buy today. Each has a yield above 7% (the highest is 14.6%), ample cash flow to cover dividends, and great prospects for accelerating income. The first calendar quarter of 2016 produced […]
Morningstar – Chart Of The Day

Morningstar – Chart Of The Day

The Chart of the Day belongs to Morningstar (Nasdaq:MORN). I found the investment research stock by using Barchart to sort today’s All Time High list first by the number of new highs in the last month, Then again for the best technical buy signals. Next I used the Flipchart feature to review the charts. Since the Trend Spotter signaled a buy […]
Yellen Confused But Gives Stock Bulls A Present

Yellen Confused But Gives Stock Bulls A Present

Fed Chair Janet Yellen has it both ways—she continues to suggest U.S. economic growth is “solid” but says global growth is weak (China) hence, raising interest rates will be measured or slow. This is mana for bulls which then means bulls can play and so too can other markets. Since growth is slow, even in the U.S., […]
Taking A Big Step Back

Taking A Big Step Back

Today stunk for me. This chart of the IWM captures the pain nicely: (As an aside, I’m actually not in any ETFs at all, but I thought the above chart showed the persistence of Tuesday’s lift-off; it’s like the small caps “knew” of Janet’s dovishness before she said a single word). I wanted to take a big […]
Crushed By The Record Oil Squeeze, This Is How Energy Bears Are Shorting Crude Now

Crushed By The Record Oil Squeeze, This Is How Energy Bears Are Shorting Crude Now

The “short energy” trade worked great for a while and then, as we first warned in late January, just as everyone jumped onboard leading to record WTI (and oil and gas equity) shorts, it very suddenly stopped working in early February when oil proceeded to soar by 50% in the month ahead, leading to the […]
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                        Floating Rate ETFs In Flux

EC Floating Rate ETFs In Flux

Nearly a year ago, as part of our survey of alternative income funds (“Alternative Alternative Income”), we picked through a number of floating-rate note (FRN) portfolios to find the potential best-of-class performance should interest rates rise. Well, since then rates have risen by 34 basis points in the three-month Libor and 26 basis points in […]