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3 Great REITs To Buy Right Now

3 Great REITs To Buy Right Now

The stock market’s strong run over the past few years brought attention to high-flying growth stocks, usually from the technology sector, that were consistently outpacing the market. However, fresh volatility within the last two months has shifted the focus back towards other investment strategies, and now it might be time for investors to check out […]
Straight From The Floor With Greg Hadley

Straight From The Floor With Greg Hadley

Powell’s Fed And The Market

Powell’s Fed And The Market

The Federal Reserve delivered the widely anticipated hike at Jerome Powell’s first meeting as Chair. The Fed signaled greater confidence in the economy and increased the rate path by adding a hike in 2019 and 2020. While the average forecast (dot) for this year rose, the median continued to anticipate two more rate increases this […]
Central Bank Money Rules The World

Central Bank Money Rules The World

Central bank credit that supports markets — is not just creation of the Fed, but by central banks and institutions around the world colluding together. Global markets are too deeply connected these days to consider the Fed in isolation. Since last month’s correction, the world has been watching the Fed because its policies have global […]
Dividend Income February 2018

Dividend Income February 2018

Each month I publish my dividend income. I  do this for staying self motivated and to give you the readers the chance to follow my journey from the beginning on. The dividend income in the first couple of years will be on a very low level but investing in dividend stocks is all about the […]
Sizing Up The Dropbox

Sizing Up The Dropbox

The Dropbox (DBX) IPO is well-trod ground at this point. The deal is expected to price on 3/22 and open for trading Friday, 3/23. The company raised the range to $18-20 so we are using the $19 mid-point in our analysis. To add to the general pomp and circumstance, Salesforce (CRM) stepped up to buy $100M of […]
No Hawks Nor Doves, Just Dollar

No Hawks Nor Doves, Just Dollar

On January 24, Treasury Secretary Steve Mnuchin either misspoke or let slip a Freudian sort of wish. Extolling a weak rather than strong dollar, it was seemingly a total break from longstanding official US policy. It’s not really a policy anyone takes too seriously, if for no other reason than the dollar isn’t really a […]
Dovefest: Powell The Hawk Flew Out The Window, Turned Into A Dove

Dovefest: Powell The Hawk Flew Out The Window, Turned Into A Dove

Some thought the Fed would hike half a point today. Instead, faster hikes now appear more likely in 2019. I was laughing yesterday at this Bloomberg projection via the Daily Shot. I am not sure where Bloomberg got that number from as CME Fedwatch had a 95% probability of a quarter-point hike. Forget the outcome, […]
Today’s Biggest Winner: Banks To Get An Extra $5 Billion In Interest From The Fed

Today’s Biggest Winner: Banks To Get An Extra $5 Billion In Interest From The Fed

Today’s 25bps hike in rates to 1.75% will have little impact on how much interest is paid to the trillions of dollars held in checking and savings accounts across the US (simply because banks continue to drown in over $2 trillion in excess reserves and thus do not really need all those deposits). It will, […]
March 21 FOMC Meeting Statement: Federal Funds Rate Raised As Expected

March 21 FOMC Meeting Statement: Federal Funds Rate Raised As Expected

Econintersect: The Federal Open Market Committee (FOMC) – the board of directors of the Federal Reserve –  raised the federal funds rate as expected. …. economic activity has been rising at a moderate rate. Job gains have been strong in recent months, and the unemployment rate has stayed low. …. Analyst Opinion of the FOMC Meeting […]