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Five Dovish Points In The Fed Decision

Five Dovish Points In The Fed Decision

The dollar totally tanked on the Fed decision. Was it the dot plot that crashed the greenback? Not exactly, that’s only one small reason. Here are 5 reasons for the fall: Lower inflation forecasts: Contrary to the stronger inflation figures in the general Core CPI, the Fed focuses on the Core PCE Price Index and it slashed forecasts […]
Silver Investment: Switching From A Commodity To High Quality Store Of Value

Silver Investment: Switching From A Commodity To High Quality Store Of Value

The biggest trade of a lifetime will occur when the value of silver switches from a mere commodity to a high-quality store of value. Actually, it’s not really a trade of a lifetime, but rather a fundamental repricing of real assets verses supposed assets. According to the Investment Company Institute, the supposed value of the […]
Fed On Hold, Anticipates Two Hikes This Year, Not Four; Tracking Changes Since Last Statement

Fed On Hold, Anticipates Two Hikes This Year, Not Four; Tracking Changes Since Last Statement

The much awaited but essentially useless FOMC announcement is out of the bag. The Fed is on hold, as everyone knew. Suggestions of hawkishness based on today’s Core CPI Reading were rather ridiculous. The Fed reduced its inflation target to 1.2% for the year, down from 1.6%. The Fed also cut the number of hikes it expected […]
How To Generate A 10% Yield On Chevron Stock

How To Generate A 10% Yield On Chevron Stock

123rf The price of crude oil has been on a tear recently with a barrel of crude almost topping $40 in recent days. We may have had a temporary top at this point though (with a barrel of crude resting at $37.75) but I still maintain we printed a firm bottom at under $28 a […]
Battleground: Analysts Diverge On Chipotle After Company Warns Of Quarterly Loss

Battleground: Analysts Diverge On Chipotle After Company Warns Of Quarterly Loss

After Chipotle Mexican Grill (CMG) released an intra-quarter update yesterday, with February same-store sales and first quarter earnings per share guidance below expectations, analysts have issued widely varied takes on the company. Among them, Maxim downgraded Chipotle to Sell, SunTrust raised its price target and reiterated a Buy rating on the stock. EXPECTED LOSSES: In […]
David Morgan: Silver Supply Under $16 Is Limited

David Morgan: Silver Supply Under $16 Is Limited

Original audio available here. Mike Gleason, Money Metals Exchange: I’m happy to welcome back our good friend David Morgan of TheMorganReport.com and author of the book The Silver Manifesto. David it’s a pleasure to talk to you as always, how are you? David Morgan: I’m doing well, thank you for having me on your show. […]
Bonds & Bullion Surge As Stocks Give Up Initial Fed Gains

Bonds & Bullion Surge As Stocks Give Up Initial Fed Gains

You’re gonna need to do some ‘splaining Janet… Bullion Up, Bonds Up, Stocks Not Up   S&P Futures spiked and ran stops and that was it…   The USD is tumbling…   As EUR jumps to 1.12…    
5 Great Stocks To Buy Despite Weak Retail Sales

5 Great Stocks To Buy Despite Weak Retail Sales

A discouraging retail sales report has created new worries for investors. In December, the central bank had mentioned that strong retail sales were one of the reasons for its decision to raise rates after a seven-year hiatus. However, there are still some bright spots in retail which offer great choices for the discerning investor. A […]
Fed Pulls Back To Two Hikes, Dollar Drops And Stocks Rally

Fed Pulls Back To Two Hikes, Dollar Drops And Stocks Rally

The Federal Reserve halved the number of rate hikes it anticipates this year from four to two. The market has been moving toward this as well after having thought the would be no hikes this year. The dollar sold off. The dollar-bloc currencies and emerging market currencies are have rallied sharply. Risk assets in general like […]
Economic Destiny

Economic Destiny

The idea that China was transitioning to a “consumer led” economy was always a precarious wish. Doubts start with the timing, as it wasn’t until 2009 that it was even proposed, but the idea really didn’t gain any traction until after 2012. In other words, the only time Chinese consumers were ever given much thought […]