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FX Markets Look Ahead To Chinese GDP, New Zealand & Canadian CPI

FX Markets Look Ahead To Chinese GDP, New Zealand & Canadian CPI

Talking Points: – The week ahead is barren for key economic data out of the Euro-Zone, the United Kingdom, and the United States; although, French elections on April 23 are just around the corner. – Chinese GDP on Monday, New Zealand CPI on Wednesday, and Canadian CPI on Friday are the only ‘high’ rated data […]
Trump Keeping Obamacare, Yellen And Broken Economy

Trump Keeping Obamacare, Yellen And Broken Economy

Junior Gold Miner ETF Suspends Creation Orders Due To Shortage Of Underlying Instruments

Junior Gold Miner ETF Suspends Creation Orders Due To Shortage Of Underlying Instruments

Over the last several weeks, two years after Howard Marks first brought attention to the topic with a letter in which he asked “What Would Happen If ETF Holders Sold All At Once?” some investors have once again quietly voiced concern about the inordinate and rising influence passive investing in general, and ETFs in particular, […]
10 Legendary Investment Wisdoms From Legendary Investors

10 Legendary Investment Wisdoms From Legendary Investors

Throughout history, investors have repeatedly made the same investment mistakes. Whether it was selling at the bottom of major market routs, or buying near the peaks of the next cyclical bull market, the results have, for the most part, been generally the same. I have written many articles previously on investing, portfolio and risk management and the fallacy of long-term “average” rates of […]
Economic Data And Forecasts For The Weeks Of April 17 And 24

Economic Data And Forecasts For The Weeks Of April 17 And 24

Forecasts for upcoming economic data.         Forecast Prior Observation Consensus   Week of April 17         April 17         NY Fed Manufacturing Index 15.8 16.4 15   NAHB Index – April 70 71 70             April 18         Housing […]
First Quarter 2017 Earnings Preview: Double Digits?

First Quarter 2017 Earnings Preview: Double Digits?

By LPL Financial  Key Takeaways The S&P 500 appears likely to produce double-digit year-over-year earnings growth for the first quarter, powered by energy’s rebound. Last year’s first quarter marked the trough of the earnings recession as S&P 500 earnings fell 5%, setting up an easy comparison. We have several reasons to be optimistic, including good macro […]
Dividend Gems Are Still To Be Found Among These 13 French Stocks Trading As ADRs

Dividend Gems Are Still To Be Found Among These 13 French Stocks Trading As ADRs

U.S. dividend investors should think outside the box in finding undervalued dividend stocks…Foreign stocks now provide higher dividend yields than their U.S. counterparts, especially in Europe. Although many of these ADRs (American Depository Receipts) have infrequent trading and also tax implications, it is well worth casting your net across the world to find dividend gems. This […]
Treasury Semi-Annual Report To Congress On Foreign Exchange Policies Released

Treasury Semi-Annual Report To Congress On Foreign Exchange Policies Released

The report, released yesterday, is here. From page 15: Treasury estimates that China intervened heavily in the foreign exchange market to prevent a more rapid RMB depreciation. Treasury estimates that from August 2015 through February 2017, China sold around $800 billion in foreign currency assets to prevent rapid RMB depreciation. The pace of net foreign exchange […]
Study Says By 2030 1/4th Of Miles Driven Will Be Driverless

Study Says By 2030 1/4th Of Miles Driven Will Be Driverless

A convergence of three trends – Ride Sharing, Autonomous Driving, and Vehicle Electrification—will offer big-city dwellers cheap, convenient transportation, transforming the automotive industry, says a report by the Boston Consulting group. The report concludes By 2030, 25% of Miles Driven in US Could Be in Shared Self-Driving Electric Cars. BCG’s key insight is that the convergence […]
Week In Review: Dalian Wanda Plans $10 Billion Chengdu Healthcare Park

Week In Review: Dalian Wanda Plans $10 Billion Chengdu Healthcare Park

Deals and Financings Dalian Wanda Group, China’s largest commercial property owner, unveiled plans to invest $10 billion in a Chengdu healthcare park (see story). Plans call for the park to include two tier-one general hospitals, eight smaller specialized hospitals and 30 healthcare-related firms. Last year, Wanda made its first foray into healthcare, investing $2.3 billion to […]