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Comments On A Flattening Yield Curve And The Spec Record Short VIX

Comments On A Flattening Yield Curve And The Spec Record Short VIX

(Audio length 00:12:54) Chris Temple and I look at the continued flattening of the yield curve in the US – click here to visit the Fred site and see the latest yield curve chart. We discuss the factors at play that are keeping this yield curve flat. We also draw some correlations to the US equity markets […]
Not Enough Leverage For A Recession?

Not Enough Leverage For A Recession?

With the business cycle lasting over 8 years, many are wondering when it will end. Because the last recession was so severe, people have been making a business out of spreading fear. There were two large drops in about a 10 year period making some think bull markets always end in devastation. Many people avoided […]
The EU Is Still Sweet On Protectionism

The EU Is Still Sweet On Protectionism

The European Union has finally put an end to nearly 50-years of quotas on sugar prices. Despite the seemingly good news, the measure is overshadowed by the fact that the EU not only maintains large tariffs on sugar imports, it also recently announced that it will probably continue backdoor-protectionism regardless. 50 Years of Market Distortion  […]
Dollar Denial

Dollar Denial

At this point in the longer term process of unwinding the Fed’s prior emergency activities, the yield curve was supposed to flatten. That was the plan all along. If monetary policy was successful, or had even run into just dumb luck somewhere in the last ten years, here where policymakers declare the economy to be […]
4 Blue Chip Stocks To Buy Ahead Of Q3 Earnings

4 Blue Chip Stocks To Buy Ahead Of Q3 Earnings

The Dow hit yet another landmark level on Tuesday, breaching the 23,000 barrier for the very first time to create a new intraday record. The blue-chip index ended the trading day marginally below this mark, closing at 22,998. But even so, it serves to illustrate that things haven’t been this good for blue-chips for quite […]
The Most Active Equity Options And Strikes For Midday – Wednesday, October 18

The Most Active Equity Options And Strikes For Midday – Wednesday, October 18

 
Hack Attacks Are Corporate America’s Worst Nightmare

Hack Attacks Are Corporate America’s Worst Nightmare

Another week, another cybersecurity incident, it seems. The latest big company to be hacked? According to QSR, Pizza Hut found itself the victim of a hack attack on October 1 — alongside approximately 60,000 customers who had their credit card info exposed. The restaurant group had a 28-hour-long “temporary security intrusion.” But whatever label we want […]
Ulta Drops As Piper Survey Shows Slowdown In Teens’ Beauty Spending

Ulta Drops As Piper Survey Shows Slowdown In Teens’ Beauty Spending

Shares of Ulta Beauty (ULTA) dropped in morning trading after the cosmetics retailer was downgraded at Piper Jaffray, which cited a survey showing a slowdown in beauty spending by teenagers. Ulta had been removed from the Conviction Buy list at Goldman Sachs earlier this week and also received a price target cut at Oppenheimer yesterday. […]
Critical Threats To 2017’s Bull Market – Part 2: Overhyped Risks?

Critical Threats To 2017’s Bull Market – Part 2: Overhyped Risks?

<< Read Part 1: Critical Threats To 2017’s Bull Market – Macro View With The Donald J. Industrial Average surpassing new record highs every day, questioning this bull market’s continued existence remains heresy outside of dark little corners of the internet. However, continuing his series, Bloomberg’s macro strategist Mark Cudmore dares to mention a few of the more […]
Welltower: A Low-Risk, High-Yield REIT With A Long Growth Runway

Welltower: A Low-Risk, High-Yield REIT With A Long Growth Runway

Real Estate Investment Trusts, or REITs, are a simple way for regular investors to gain exposure to the real estate sector.  While there are many different types of REITs to choose from, healthcare in particular has strong long-term potential growth due to highly favorable demographic trends. Let’s take a look at Welltower (HCN), America’s largest medical REIT, to see why […]