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Archives by Year:
Monetary Policy And Asset Allocation
In this video we talk through the global monetary policy outlook and how it ties in with asset allocation. Monetary policy has been a major force, perhaps more than ever, over the past decade in driving asset prices across markets and regions, so it’s a key topic for active asset allocators to be across. The […]
Analog Devices And Dine Brands: Growth & Income Buys
Video Length: 00:04:01 In this week’s video I discuss two companies that recently reported better than expected earnings results, and that have continued upside going into the next quarter. They are Analog Devices (ADI – Free Report) , and Dine Brands Global (DIN – Free Report) . Analog Devices (ADI – Free Report) is a world leader in the design, manufacture and […]
Gold’s Bearish Breakdown
A discussion on what is going on in the Gold market & other relative stock market updates. Video Length: 00:10:55 Here is the article used in today’s video: Gold Complacency Has Reached Historically Low Levels
U.K. Manufacturing PMI Expands At 8-Month Low; Pound Dips
UK manufacturing activities grew at an 8-month low in February as companies struggle to cope with an increase in demand due to suppliers inability to meet raw material demands. Manufacturing Purchasing Managers’ Index declined marginally from 55.3 in January to 55.2 in February, the IHS Market reported on Thursday. The slowest PMI reading since June. But, experts […]
Payments Leader Verifone Systems Has 25% Upside Prior To Earnings
With competition in the payment processing space intensifying, companies looking to differentiate would do well to implement Amazon’s “Day 1” philosophy. Verifone Systems appears to have done as much, as management has adapted to today’s point-of-sale merchants requiring more than just payment processing services. Next generation products and services and divesting unprofitable business lines has […]
The US Market Sell-Off Intensifies And Metals Pushed Down As Well
Craig Hemke from TFMetalsReport joins me to first focus on the US market sell-off which has escalated in the past hours. We also look at the metals complex which is also selling-off but at least the stocks are holding up decently. We debate the sentiment for the metals and if it could actually get worse. […]
Sayonara
Just like I said………. And as I was declaring this weekend on Twitter how we were going to fall this week, here are the kinds of geniuses giving me a hard time………
Here’s Who Will Buy All That Treasury Supply (Now If Only We Knew The Price)
10Y yields are back near their lowest levels since last month’s CPI beat, having given back Tuesday’s Jerome Powell-inspired spike that derailed equities. They’ll be no shortage of narrative fodder on Thursday with Powell’s second act (this time in testimony to the Senate) and PCE on the docket, but panning out, the question still lingers: […]
Why Falling Interest Rates Could Be Bad For Stocks
Below looks at 2, 5, 10 & 30-year yields over the past 30-years. Yields remain inside of respective 25-year falling channels. Rallies over the past couple of years has each testing the top of these falling channels. When the tops of each falling channel were last touched in 2000 & 2007, yields declined and so did […]
Iran Bans Use Of US Dollars In Trade
In what may be a preemptive move against further US sanctions, Tehran announced that going forward, merchant purchase orders that are denominated in US Dollars would no longer be allowed to go through import procedures. According to the state-owned IRNA news agency, the policy is in line with an official request by the Central Bank […]
