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Jobs Report Confuses Everyone Except Stocks, Which Are Not Confused

Jobs Report Confuses Everyone Except Stocks, Which Are Not Confused

By some accounts, that jobs report should be just what the doctor ordered, although we’ll see how things shake out over the course of the day. We got a “bigly” beat on the headline print and an underwhelming AHE number which seems to be precisely what stocks needed. aaaaand Goldilocks. — Walter White (@heisenbergrpt) March 9, 2018 […]
5 Dividend Growth Stocks Raising Dividends By 10%+ In 2018

5 Dividend Growth Stocks Raising Dividends By 10%+ In 2018

Investors looking for stable dividend stocks, should consider the consumer goods industry. As opposed to more volatile industries like technology or industrial manufacturing, the top consumer goods companies can keep earnings intact, in good economies and bad. Consistent profitability helps them sustain their dividends, and grow them on a regular basis. We have compiled a […]
Central Bankers Never Get It Right

Central Bankers Never Get It Right

Central bank heads have been at it again last week. And they have clearly all been singing from the same hymn sheet. The messages have been very similar from the bosses of the Fed, ECB and BOJ. The head of the Swedish Riksbank had a different and much more interesting message. More about that later. […]
Stocks & Bond Yields Jump After Mixed Messages From Payrolls

Stocks & Bond Yields Jump After Mixed Messages From Payrolls

Dow futures jumped 200 points, Treasury yields spiked, and the dollar index dumped-n-pumped back to unchanged as payrolls beat but average hourly earnings growth slowed modestly… offering The Fed a bone. And the dollar dropped… then bounced back to unch Treasury yields are spiking higher…
What A Dictator Wants

What A Dictator Wants

Apparently, President Donald Trump knows what a dictator wants. They want to be treated rough. Instead of being coddled and respected, they want to make sure that the guy they are dealing with is as tough as he is, and only then can you gain his respect, or maybe his fear. Instead of starting a […]
The Sun Is Shining Again

The Sun Is Shining Again

With the recent trade wars now seen as less damaging than perhaps at first sight, and with Donald and Kim now threatening to become the best of buddies, financial markets are seeing a shift in sentiment as the sun peeps out from behind the clouds once more. And this is signaled most strongly in the […]
BOJ Maintains Stimulus Ahead Of Kuroda’s Possible Exit

BOJ Maintains Stimulus Ahead Of Kuroda’s Possible Exit

The Bank of Japan maintained its monetary stimulus on Friday at Governor Haruhiko Kuroda’s last policy meeting before possible reappointment. The central bank kept its asset purchase program unchanged, citing weak inflation rate and external risks, while at the same time stating that the bank is not thinking of adjusting its monetary policy until 2 […]
Rail Week Ending March 2018: Movements Up 3.3% In February

Rail Week Ending March 2018: Movements Up 3.3% In February

Week 9 of 2018 shows same week total rail traffic (from same week one year ago) improved according to the Association of American Railroads (AAR) traffic data. The rolling averages remain mixed. Analyst Opinion of the Rail Data We review this data set to understand the economy. If coal and grain are removed from the analysis for […]
Metcash Delivers The Goods Down Under

Metcash Delivers The Goods Down Under

Every New York stock exchange trading day I’m posting a daily dividend stock or fund review. I’ll share the three chief qualities of just one equity or fund that could be selected for a dividend stock portfolio I’ve named the Safari to Sweet Success. This week my Safari portfolio is adding a company from the […]
US Futures Tread Water Ahead Of “Average Hourly Earnings” Report

US Futures Tread Water Ahead Of “Average Hourly Earnings” Report

After a barrage of breaking, surprise headlines and geopolitical developments, markets fall back to the familiar rhythm of trading the monthly payrolls (+205K exp), or rather, the far more important average hourly earnings (+2.8% Y/Y exp.) report. This morning, global shares hit a one-week high before easing a touch, as caution ahead of jobs data, and a […]