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Yields Drop After Fed Hikes Rates

Yields Drop After Fed Hikes Rates

Last week was interesting, to say the least. It was highlighted by a Federal Open Market Committee (FOMC) meeting, more White House shake-ups, a budget deal, and more tariffs. Along with all that, the Dent Research team met in snowy Baltimore for brainstorming sessions. I was a bit distracted during Wednesday’s meetings because rates were […]
Consumer Confidence Remains Strong: 4 Top-Ranked Picks

Consumer Confidence Remains Strong: 4 Top-Ranked Picks

On Mar 27, the Conference Board reported U.S. consumer confidence data for the month of March. In February, consumer confidence index was at its 18-years high. Although the data shows a moderate dip from the previous month, primarily due to stock market fluctuations, it still remains at a strong level. The expected improvement in income, […]
Institutional Investor Sentiment

Institutional Investor Sentiment

The March data for the State Street Investor Confidence was released this week and showed some very interesting patterns across institutional investors. The global index was up +4.7pts to 111.9 (contrasts to a reading of 95.7 back in December 2017), Across the regions, the North America index was up the most +5.8pts to 109.8, followed […]
Russia & China Stacking Gold And Silver To End Western Dollar Dominance

Russia & China Stacking Gold And Silver To End Western Dollar Dominance

Eastern powers continue efforts toward commodity-backed currencies, unlike the West. Video Length: 00:10:30 Here is the article used in today’s video: The Battle Is Not The U.S. Vs Russia: The Real Battle Is The Dollar Vs Gold
Ten Reasons Why Stocks Can’t Sell-Off Big Time

Ten Reasons Why Stocks Can’t Sell-Off Big Time

While driving back from Lake Tahoe last weekend, I received a call from a dear friend who was in a very foul mood. Following the advice of another newsletter that I won’t mention, he bailed out of all his stocks on the February 9 meltdown. He was promised that Armageddon was coming, and the Dow […]
Should You Buy Wesco Aircraft Holdings Inc. Now?

Should You Buy Wesco Aircraft Holdings Inc. Now?

Shares of Wesco Aircraft Holdings Inc. (NYSE: WAIR) are receiving a lot of investor interest as of late due to the stock’s 16.4% increase over the last month. Shareholders are now asking themselves whether the company’s current stock price is reflective of its true value or if shares have even further upside from here. Let’s take a […]
Rosey Grier Says Relax About The Ted Spread

Rosey Grier Says Relax About The Ted Spread

Did I miss the memo that we should all become STIR traders? Over the past month, the financial pundits’ infatuation seems to have moved from VIX to LIBOR, with everyone keenly aware of each tick in the TED spread. Here is the scary chart of the TED spread (the difference between US dollar eurodollar funding and American government treasury […]
Is The Fed Panicking: Yield Curve Tumbles To Fresh 11-Year Lows

Is The Fed Panicking: Yield Curve Tumbles To Fresh 11-Year Lows

Despite the stock market’s Amazon-bounce gains, US Treasury yields are lower and the yield curve flatter once again – tumbling to its flattest since Oct 2007. Deja vu all over again… 10Y Yields are holding below 2.80%… And the yield curve has crashed to fresh flats not seen since Oct 2007… The entire curve is rolling […]
Media Leaders And Laggards

Media Leaders And Laggards

You can see, at a glance (monthly charts below of FOXA, CMCSA and TWX), which media giants are leading or lagging each other overall…they are all at or below their respective major resistance levels. The only one whose momentum indicator is above zero on this long-term timeframe is FOXA…if it plunges and falls below zero, no doubt the others will weaken further. On the flip side, […]
Inverted Yield Curve – Will This Time Be Different?

Inverted Yield Curve – Will This Time Be Different?

The stock market’s positive tone quickly evaporated after the expected quarter-point hike in the Fed Funds rate on March 21st.  Markets love certainty; the latest rate increase was the sixth since the FOMC started raising rates in December 2015 and baked into the market cake. As such, a short relief rally ensued. With certainty past, […]