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Archives by Year:
Drivers And Views
It is not easy to recall another week in which there were so many potential changes to the broad investment climate. The relatively light economic calendar in the week ahead may allow investors to continue to ruminate about some of those developments. Here we provide thumbnail assessments of the main drivers. China The PBOC modified the […]
USD/CAD Forecast Jan. 15-19 2018
Dollar/CAD advanced despite many things going in favor of the C$. Is it a correction to the big move following the jobs report? The Bank of Canada is left, right, and center in the upcoming week. Here are the highlights and an updated technical analysis for USD/CAD. The BOC’s business survey was quite bullish on the economy, keeping […]
E Market Briefing For Tuesday, Jan. 16
The stock market has no fire safety override; and continues up as I’ve discussed by video. Clearly, the S&P is now (at last) becoming jammed overbought, with the massive upside spree that is (or should be) unsustainable as it pushes over 2800 perhaps. In sum, we’re not had any pullback and that’s the bearish alternative in […]
USD/JPY Weekly Analysis – January 14, 2018
USD/JPY is facing 110.84 support. A breakdown below this level could take price to the next support level at 109.50. Below here would aim at 107.31. On the upside, as long as 110.84 support holds, the price action in the trend range between 110.84 and 114.73 could be treated as consolidation of the uptrend from […]
Rising Rates And MLPs: Not What You Think
Five years ago my book Bonds Are Not Forever; The Crisis Facing Fixed Income Investors argued that interest rates were likely to stay lower for longer. Excessive debt led to the 2008 Financial Crisis, and our thinking was that low rates were part of the necessary healing process, allowing the burden of debt to be managed down. […]
CES 2018: Where Should You Invest Now?
Every year we cover the Consumer Electronic Show (CES), aka the biggest tech show on earth. And this year it’s no different. The 2018 CES show has just wrapped up in Las Vegas. The world’s biggest and smallest tech companies (bar Apple) have now unveiled all their hottest and most futuristic products. Much of the […]
Forex Forecast: Pairs In Focus – Jan. 14
The difference between success and failure in Forex trading is very likely to depend upon which currency pairs you choose to trade each week, and not on the exact trading methods you might use to determine trade entries and exits. Each week I am going to analyze fundamentals, sentiment and technical positions in order to […]
Natixis Launches Short-Duration Income ETF
Natixis has launched a new fund in late December, focused on providing exposure to the short duration money market space. Natixis Short Duration Income ETF LSST seeks to track the yield and performance, before fees and expenses, of the Bloomberg Barclays US Government/Credit 1-3 Year Index. The index is designed to provide exposure to short-duration credit securities. […]
Dividend Growth Portfolio 2017 Year-End Letter To Investors
For the full-year 2017, the Dividend Growth portfolio returned 8.5%, trailing the S&P 500’s 19.4% by a wide margin [returns figures calculated by Interactive Brokers]. While I probably shouldn’t consider an 8.5% annual return a “failure,” it’s certainly frustrating to me to trail my benchmark like this. So, we’re going to take a long, hard look at […]
