Archives by Month:

Archives by Year:

Mnuchin Warns On Debt Ceiling; Let’s Compare Harvey To Katrina

Mnuchin Warns On Debt Ceiling; Let’s Compare Harvey To Katrina

Ok, so we all know what the Hurricane Harvey “silver lining” is, right? If not, you can read all about it here, or you can simply extrapolate from this Sunday soundbite from Mnuchin who spoke to Fox News: MNUCHIN SAYS HARVEY AID SHOULD BE TIED TO RAISING DEBT LIMIT — Walter White (@heisenbergrpt) September 3, 2017 Here […]
Growth Outperforming Value And The Economic Cycle

Growth Outperforming Value And The Economic Cycle

One style of the market that has outperformed, except in 2016, has been growth type equities. In 2016 value outperformed growth with a value outperformance burst subsequent to the election. Value’s outperformance essentially ended at the beginning of this year. Also, higher quality companies as measured by S&P Dow Jones Indices Dividend Aristocrats, mostly outperformed […]
Auto Industry Stock Outlook – Sept. 2017

Auto Industry Stock Outlook – Sept. 2017

The auto sector’s joy ride in 2015, which continued in 2016, has been somewhat subdued in 2017. Not only that, the auto industry is undergoing a transition, courtesy of changing consumers’ preference toward SUVs and crossovers, and the necessity for manufacturing electric vehicles. According to an IHS Markit forecast, total global light vehicle sales will […]
Are Grocery Chains About To Join The Retail-Bankruptcy Bloodbath?

Are Grocery Chains About To Join The Retail-Bankruptcy Bloodbath?

Amazon officially assumed control of Whole Foods Market on Monday and by noon, channel checks at WFM stores revealed that its new tech overlords had already slashed prices by nearly 50%, sending bonds of its grocery-chain rivals reeling as grocers confronted a new dilemma: either slash prices to the point of unprofitability, or hold the line and risk […]
These Stocks Tend To Perform Well In September (Seasonality)

These Stocks Tend To Perform Well In September (Seasonality)

September is a mediocre month for stocks overall, but these stocks have still managed to climb at least 70% of the time and produced as much as 8% gains on average.  Seasonality is the study of how assets perform at certain times of the year. The stocks below have shown a strong tendency to rise in […]
Australian Dollar: Big Week Looms, But Will It Really Matter?

Australian Dollar: Big Week Looms, But Will It Really Matter?

Fundamental Australian Dollar Forecast: Neutral Its’ a big week for the Australian economy The Reserve Bank of Australia makes a monetary policy call, and GDP data will see daylight But will either really change the Australian Dollar backdrop? This week offers the Australian Dollar market some heavyweight economic news. But whether it will have the punch […]
Losses Are Just Part Of The Game

Losses Are Just Part Of The Game

How many times have we heard this one: “He/she/they caused me to blow up my account”? Blaming someone else for your losses. Pretty much every novice trader in the world goes through this phase, and many experienced traders as well. Now I’m going to let you in on a secret that will save you thousands or […]
E
                                                
                        The Fed’s 2% Inflation Target

E The Fed’s 2% Inflation Target

Within the Federal Reserve sometime in 1996, a discussion took place among FOMC (Federal Open Market Committee) members regarding the subject of inflation targeting. Federal Reserve District Governor (San Francisco) Janet Yellen believed that a little inflation “greases the wheels” of the labor market. Her preferred “target” was 2%. She asked Chairman (at the time) […]
Top And Flop ETFs Of August: Metals Gain, Crops Crash

Top And Flop ETFs Of August: Metals Gain, Crops Crash

The broader market was cast down by a host of geopolitical and political concerns in August. Though the month ended with the release of upbeat Q2 GDP growth data, the awful Hurricane Harvey, tensions with North Korea, Trump’s warnings of a Government shutdown, overvaluation concerns and some downbeat economic releases snapped the solid momentum of the broader […]
GBP/USD Forecast: September 2017

GBP/USD Forecast: September 2017

The British pound has been very volatile over the last several weeks, and as we roll into September we should see a significant amount of volume jump into the marketplace. I think that we will more than likely see a significant amount of choppiness, and I don’t expect some type of massive move in the […]