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Archives by Year:
Where Did The January Effect Go?
Small-cap stocks typically outperform in January. Investors call this the January Effect. The rationale for such an effect is simple. Near the end of the year, investors dump many of their smaller stocks to spruce up their portfolio holdings and cut some losses for tax harvesting. Then in January, investors reallocate their funds and pour them back into many […]
Is GBP/USD About To Peak?
The prospect of a Brexit deal this year, U.S. dollar weakness, risk appetite and stronger U.K. data helped propel GBP/USD above 1.43 making sterling the second best performing currency this week. Public sector finances beat expectations, earnings grew at a faster pace in November after a strong October and GDP growth accelerated in the […]
Is Oppenheimer Global Opportunities Y (OGIYX) A Strong Mutual Fund Pick Right Now?
If you have been looking for Global – Equity funds, a place to start could be Oppenheimer Global Opportunities Y (OGIYX – Free Report). OGIYX has a Zacks Mutual Fund Rank of 1 (Strong Buy), which is based on nine forecasting factors like size, cost, and past performance. Objective Zacks categorizes OGIYX as Global – Equity, which […]
Fun With S&P 500 Snakes And Ladders
Investment sales firms like to point to multi-decade charts of smooth upward-sloping return lines as a way to forecast compound returns ad infinitum. Except, I don’t have a time horizon of infinity, and neither do you. In real life, credit driven contraction cycles and the math of loss are recurring snakes that define the return […]
Weekly Wrap-Up – Friday, January 26
It’s been a wild week: gold and silver are both up, but the US Dollar staged a late-week rally. Does this mean the dollar is back on track? Eric Sprott says, “Not so fast.” “For all Americans, they’re losing purchasing power on an international basis. Your Nissan is going to be 20% more expensive, other […]
Still Far Short Of 3%
If it seems like we’ve been here before, it’s because we’ve never left. On January 30, 2015, the BEA reported a disappointing headline GDP for Q4 2014 following what was truly a blowout quarter the one before. It was that latter one which had many if not most people thinking the end of the malaise […]
Trade In The GDP Accounts
Trade was a significant factor in the weak GDP report today and as usual, when this happens you see many comments that do not understand why imports are negative in calculating GDP. We do not directly calculate GDP. Rather, we calculate consumption and adjust that for trade and inventories to obtain GDP indirectly. To go […]
Stocks And Precious Metals Charts – FOMC Meeting And Non-Farm Payrolls Next Week – Exuberance In Davos
The spokemodels on site were describing the mood in Davos today as ‘exuberant.’ Trump addressed the assorted billionaires there this afternoon, asserting that ‘the US is open for business.’ He is now on his way back to Washington, and will be delivering his first State of the Union address to Congress next week.He needs to get […]
The New Trend – Yields And Gold Moving Up
(Audio length 00:11:02) Craig Hemke joins me to wrap up today with comments on the relationship between yields and gold moving up together. 2017 was a shift in market and early on in 2018, we are seeing a validation of this shift with yields and commodities breaking out.
Is EUR/USD Heading To 1.27? Two Models Point That Way
EUR/USD topped 1.25 in a turbulent week before falling back to the 1.24 handle. Mnuchin, Draghi, and Trump all moved the world’s most popular currency pair. What do the technical levels say? Here are two opinions: Here is their view, courtesy of eFXnews: EUR/USD: Path Of Least Resistance Remains A Higher EUR; S/T Models Point To 1.27 – TD […]
