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Archives by Year:
The Most Dangerous Stock Market Ever? Either Way, Have A Plan
Today’s stock market may not be as dangerous as 2000’s dot-com euphoria or 2008’s asset balloon. Why not? Global central banks are likely to act quicker and with far more “shock-n-awe” to minimize bearish price depreciation than they did in the previous sell-offs. Some argue that policy efforts would fail to reinvigorate yet another wealth […]
Institutional Investors Buying The Dip
The latest round of data from the State Street Investor Confidence Index [SSICI] appeared to show global institutional investors “buying the dip” following the February correction. The SSICI utilizes data from State Street’s global custodian business, which administers $33 trillion in assets. The index provides a quantitative, actual, view on what institutional investors are doing (readings below 100 […]
Fed Chair Powell Has His First Congressional Testimony
The Markets’ Reaction To Powell This Powell testimony reminds me of the Fed Minutes in that the markets’ reaction doesn’t make sense. There wasn’t much in the testimony which was hawkish, but the markets’ knee jerk interpretation was that it was hawkish. The market has been increasing the odds of 4 rate hikes this year. […]
Salesforce.com (CRM) Earnings After The Close
Salesforce.com (CRM) is the biggest name set to report earnings after the close today. Below is a snapshot of the results that are displayed after running this earnings screen. We’ve highlighted a few columns worth pointing out. First off, CRM has never reported weaker than expected EPS on one of its Q4 earnings releases. (In […]
How Did ICO Investors Really Do In 2017?
Harry Z. was the one who lured me into public service. When he first approached me, I told him working for the government wasn’t for me. He replied, “That’s why we chose you. You’re going to be working with the governor [of Maryland], William Donald Schaefer. He hates government workers too.” Who could resist a […]
Our Fragmented Labor Markets Defy Outdated Conventions
There are hundreds of extraordinarily diverse labor markets in the U.S. economy, and it takes a much more granulated approach to make any sense of this highly fragmented and dynamic marketplace. Conventional economists/media pundits typically view the labor market as monolithic, i.e. as one unified market. The reality is the labor market is highly fragmented. Thus […]
The Discrepancy In Gold And Gold Stocks
(Audio length 00:11:44) Jordan Roy-Byrne joins me today to look at the gold chart and the GDX, GDXJ, and HUI charts. When looking at the 200 and 400 day moving averages there is a big discrepancy between the stocks and underlying metal. There are a couple scenarios that we outline.
Why The Italian Election Matters?
On Sunday, 4th March, Italian voters will go to an election, widely accepted to be the most important in Europe this year. The results of the election in the EU’s fourth largest economy may bring the EU back to the crisis following the results of the Brexit vote. The main parties in the election are the […]
The Fed Is About To Pop The Bubble In Stocks
BUENOS AIRES, ARGENTINA – We went to dinner last night at a little neighborhood restaurant in Palermo Soho. It was already crowded when we arrived after 9 p.m., with a warm buzz of conversation. But scarcely had we been there 10 minutes when the diners fell silent. A woman at the table next to us […]
Book Review: The Little Book That Builds Wealth
Recently I went back and re-read The Little Book That Builds Wealth, by former Morningstar Director of Equity Research, Pat Dorsey. It remains one of the more concise and enlightening books for investors looking for great businesses that stand the test of time – historically, the kind of investments that return their worth many times over. […]
