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Archives by Year:
Wage Inflation Coming. Does This Mean Spiking Interest Rates?
Dave, the plumber who saves us every six or so months when a leaking pipe, water heater, or toilet threatens to destroy our walls and ceilings, was here the other day. As usual he fixed the problem right away and charged us less than expected. We love this guy. While he was working I asked […]
E The U.S. Personal Savings Rate Is At A Twelve-Year Low
A country’s savings rate is important indicator from a macroeconomic perspective. A higher saving tends to strengthen the economy over the long run, and a short-term change in the saving rate could signal that either a recession or an economic expansion in the offing. While most economists expect U.S. consumer spending to be strong in […]
Is The Bitcoin Bull Market Dead Or Just Taking A Breather?
For at least another hundred years we must pretend to ourselves and to every one that fair is foul and foul is fair; for foul is useful and fair is not. Avarice and usury and precaution must be our gods for a little longer still. – John Maynard Keynes Despite the heavy beating Bitcoin has taken, […]
Make Gold, Not (Trade) War
“So it begins.” This is what King Theoden said right before the Battle of Helm’s Deep in the Lord of the Rings. Fortunately, the army of Uruk-hai doesn’t threaten the kingdom of men. But something else – also dreadful – endangers us. Trade wars. Are Trade Wars Good? President Trump shook the world last week, saying: […]
Women-Led Firms Outperform In 9-Year Bull Run: 5 Top Picks
With global awareness on gender diversity, the number of female corporate leaders has gone up in recent years. After dropping to 21 in 2016, the number of women CEOs on Fortune 500 increased more than 50% to a record 32 at the start of 2017. However, the number declined to 27 as of January 2018 […]
ECB Will Continue Asset Purchases “Until The End Of Sept. Or Beyond”
The ECB left interest rates unchanged but will leave asset purchases intact through September or longer. Here is the ECB’s formal announcement on Monetary Policy earlier today. At today’s meeting the Governing Council of the ECB decided that the interest rate on the main refinancing operations and the interest rates on the marginal lending facility and the […]
Global Liquidity, Credit & Flows
The stable credit profile of the US is likely to face downward pressure in the long-term. Video Length: 00:28:06
Every Stock In The FANG+ Index Is Outperforming The S&P 500
One of the first lessons of any marketing class is that adding a “+” next to any product automatically infers that the new version is a better version of the old one. So, while FANG was an adequate group of stocks for investors looking to get their fix of the most turbo-charged growth stocks, like […]
Short Best Inc. Before Lockup Expires
March 19, 2018, concludes the 180-day lockup period on Best Incorporated (NYSE: BSTI). When the lockup period ends for Best Inc., its pre-IPO shareholders and insiders will finally have the chance to sell large blocks of previously-restricted stock. Just 12.2 of shares outstanding are currently freely transferable. (Source: F-1/A) A sudden increase in shares traded on […]
Real Estate: It’s The Real Thing
The triple-bullish real estate fund symbol DRN has had its share of volatility the past couple of years. To my eyes, real estate has been one sector clearly entering a bear market. The big question at this point is whether the consolidation we’ve been in the past few weeks is preceding a recovery bounce or a new […]
