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Fed Likely To Raise Interest Rates 3-4 Times Over The Next 12 Months – Here’s Why

Fed Likely To Raise Interest Rates 3-4 Times Over The Next 12 Months – Here’s Why

…We don’t believe the March jobs report takes the Fed off its tightening path. We still see the central bank raising interest rates three to four times over the next year. Written by Rick Rieder (BlackRockBlog.com) The top-line March payroll number surprised to the downside, but last month’s jobs report overall was solid, reinforcing that […]
EUR: Range-Trading Into French Elections; GBP: Sell Rallies – Citi

EUR: Range-Trading Into French Elections; GBP: Sell Rallies – Citi

Markets are back from the Easter holidays and it’s time to rumble. Or is it? The euro could get stuck ahead of the French elections. Here is their view, courtesy of eFXnews: CitiFX Research argues that as French elections are looming, investors may be reluctant to take positions. “This is likely to see range trade in […]
Dollar Drops To Monthly Lows On Weak Inflation Data Aftermath

Dollar Drops To Monthly Lows On Weak Inflation Data Aftermath

Video length: 00:21:14 Regardless of the market you trade, chances are it has been severely affected by the wild ride in the US 10Yr. Treasury Yield in recent weeks. The positive correlation in the UST 10Yr Yield is rather significant whether you look at USD/JPY, Crude Oil, or major equity indices like the German Dax. The inverse correlation, meaning a move lower in the 10yr […]
Bill Ackman’s Stock Portfolio: Every Holding Analyzed

Bill Ackman’s Stock Portfolio: Every Holding Analyzed

Stock screeners allow investors to filter for nearly any quantitative metric. Dividend yields, price-to-earnings ratios, and payout ratios are easily found using the plethora of financial tools available today. But how do investors filter for qualitative metrics, like business quality? A great way to find high-quality businesses is by looking in the portfolios of famous investors with […]
Transitory

Transitory

I suspect that Federal Reserve officials would prefer to not speak about inflation, nor ever again be asked about it. When oil prices first crashed at the end of 2014, they said it was a “transitory” phenomenon not worthy of much attention. Or if it was to be given some consideration, it was a benefit […]
How To Trade Mastercard Incorporated This Week

How To Trade Mastercard Incorporated This Week

Mastercard Inc has Underperformed its Peers but Fundamentals are Strong 2017 is shaping up to be the year of rising interest rates and increasing profits for banks and credit card companies. But the recent performance of Mastercard Inc (MA) has underwhelmed to a degree. The stock has performed in a rather lacklustre way against its […]
Is It A Good Time To Invest In Stocks?

Is It A Good Time To Invest In Stocks?

The cash pile of equity mutual funds (MFs) has climbed to multi-year highs, amid sharp investor inflows since October. Steep volatility in the markets has made fund managers cautious, awaiting opportunities to deploy the cash. As per an article in The Business Standard, cash as a percentage of equity assets under management has increased 116 basis points, or […]
Watch List Stocks: TMHC, SCSS, FLEX

Watch List Stocks: TMHC, SCSS, FLEX

My watch list stocks to trade Bulls finally found some relief. If you think that the bears have control of this market you are wrong. They never even had it in the first place. Put it this way, if the bulls rally more than 13 points on SPX, the market will be back in the […]
Gold-Silver Divergence

Gold-Silver Divergence

Gold and silver went up the dollar went down, +$33 and +$0.53 -64mg gold and -.05g silver. The prices of the metals in dollar terms are readily available, and the price of the dollar in terms of honest money can be easily calculated. The point of this Report is to look into the market to understand the fundamentals […]
Hippity Hoppity

Hippity Hoppity

Podcast: Play in new window | Play in new window (Duration: 13:15 — 7.6MB) DOW + 183 = 20,636 SPX + 20 = 2349 NAS + 51 = 5856 RUT + 15 = 1361 10 Y + .02 = 2.25% OIL – .43 = 52.75 GOLD – 3.80 = 1285.00 The S&P 500 is coming off a three-day losing […]