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Now “Inflation” Is A Concern?

Now “Inflation” Is A Concern?

As odd as some of these concerns are, they serve a purpose in that having some skepticism in the market does serve a purpose in not letting things get too out of hand. “Davidson” submits: The consensus on inflation is that it will rise sharply. The history on correctly predicting inflation trends leaves one with little […]
Gold And Silver Short-Term Outlook; Gold To Silver Ratio

Gold And Silver Short-Term Outlook; Gold To Silver Ratio

Today when Doc (Richard Postma) and I chatted we first focused on the gold to silver ratio that is close to the 80 level. Over the past 20 years, the ratio typically rolls over around that level. This ties into our outlook for both the metals over the next couple weeks. (Audio length 00:07:31)
Does Strong Economic Growth Equate To High Factor Returns?

Does Strong Economic Growth Equate To High Factor Returns?

Written by Nicolas Rabener EQUITY FACTORS & REAL GDP GROWTH Summary: Economic cycles have a clear impact on factor performance Some factors show pro-cyclical while others highlight anti-cyclical characteristics Given that real GDP is not published in real-time, it is unlikely effective for factor selection INTRODUCTION Financial commentators frequently explain a rising stock market by the […]
Bitcoin: To The Pit Of Misery

Bitcoin: To The Pit Of Misery

Bitcoin and other cryptocurrencies have been dominated by extreme price fluctuations throughout their histories. This has enabled savvy (or lucky) investors to strike it rich, particularly if they were able to get in on their investments early and before digital currencies became broadly popular in the past couple of years. On the other hand, though, […]
Roth Or 401k, Which To Max Out First?

Roth Or 401k, Which To Max Out First?

This is an excellent question: which to max out first, a 401k or a Roth IRA? The easy answer, max out both the 401K and the Roth IRA! You can’t go wrong saving and investing as much as you possibly can now. What if I can’t max out both my Roth IRA and 401K? In the […]
About Those Tariff Exemptions For Canada And Mexico …

About Those Tariff Exemptions For Canada And Mexico …

I wrote a few days ago with some skepticism about the claim of a “national security” justification for President Trump’s steel and aluminium tariffs. When the tariffs were actually imposed, Trump decided to exempt Canada and Mexico. At a political level, the exemptions for Canada and Mexico make sense. As I mentioned in the earlier post, the US […]
Average Gasoline Prices For Week Ending March 12 – Little Changed

Average Gasoline Prices For Week Ending March 12 – Little Changed

Average gasoline prices fell 0.2 cent this past week following the previous week’s 1.3 cent increase. Average prices by region and a breakdown by grade follow after “Read more….”. The average gasoline price (all grades, all formulations) in the USA remained $2.68 per gallon. From the same week one year ago, gas prices are up […]
Agriculture Markets Report – Monday, March 12

Agriculture Markets Report – Monday, March 12

(Video length 00:06:40)
What Money Flow Is Telling Us About The Stock Market

What Money Flow Is Telling Us About The Stock Market

March is historically strong for the stock market, but many traders are worried that the highly volatile period of February will continue. We have seen some very choppy price movements on a daily basis, which is typical after such a heavy volatility run, but money flow is looking very strong. Here’s what I’m seeing in […]
Most US Jobs Added Since At Least 2000

Most US Jobs Added Since At Least 2000

Labor Force Participation Rate Even though I’ve already done two articles on Friday’s labor report, there’s still more to unpack. The ADP report showed 235,000 jobs added. For an apples to apples comparison with the BLS report, you look at the private payrolls. Month over month, the private payrolls were up 287,000. While both will be revised, […]