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Archives by Year:
Market Valuation, Inflation And Treasury Yields: Clues From The Past – Wednesday, April 4
Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations on investment returns. In a “normal” market environment — one with conventional business cycles, Federal Reserve policy, interest rates and inflation — current valuation levels would be a serious concern. But these are different times. The […]
USD/JPY Aiming For 108
As expected, USD/JPY is breaking higher after three-wave A-B-C pullback in wave 2)/B), so seems like there’s room for more upside towards 108.00 minimum expectation level for wave C) or maybe even wave 3). USD/JPY, 1h
China And The US – They Both Need Each Other To Keep From Imploding
(Audio length 00:16:15) The concept of trade wars between China and the US has dominated the headlines recently. However, a lot of the commentary is very short-sighted and does not look at the bigger picture for both countries especially China. Chris Temple joins me today to outline how the countries got into this situation and […]
5 Best-Performing Taxable Bond Funds Of Q1
In the first quarter, investors’ interest shifted more toward taxable bond funds than equity funds. As per the January and February Morningstar monthly fund flow report, taxable bond funds continued to hold investors’ fancy among the major category groups. Also, per Investment Company Institute (ICI) and Lipper data, the fund category group attracted high inflows […]
The Other Chart Elon Musk Doesn’t Want You To See
“You can fool all the people some of the time, and some of the people all the time, but you cannot fool all the people all the time…” – Abraham Lincoln “There’s a sucker born every minute” – P.T. Barnum Elon Musk’s car-making company burns through cash faster than Floyd Mayweather. But everyone knows that… it’s […]
Playing For All The Marbles
Global Plunge Protection Teams must be ordering take-out food; every night is a long one now. The current stocks/bonds game is for all the marbles, by which I mean the status quo now depends on valuations and interest rates remaining near their current levels for the system to function. If interest rates soar and/or stocks plummet, […]
Is Bitcoin’s Future “Golden”?
I used to spend a great deal of time vetting mining operations. It wasn’t crypto mining, though. This was way before that. I was running a business based in Jakarta and Singapore at the time. I was a popular guy. I must have looked at 90% of the mining proposals floating around Jakarta. My money was particularly […]
AUD/JPY Price Analysis: Is The Correction Over?
The Australian Dollar has rallied nearly 2% against the Japanese Yen since the March lows with the advance taking price into near-term confluence resistance. We’re looking for a reaction at this pivot with a breach above needed to keep the immediate long-bias in play. That said, this inflection point could also prove terminal for the correction off the lows- […]
No Heikin Ashi Candle Reversal Yet On The US Major Indices
As of 1:00 pm ET today (April 4), the daily Heikin Ashi candles on the SPX haven’t flipped to green, yet. Nor have the DJIA, NDX, COMPQ, RUT or OEX HA candles. Nor have the FAANGs HA candles. However, yesterday and today’s HA candles on the 10 YR T-Notes have (so far). Do we have a potential reverse Head & Shoulders formation in the making? If we see a […]
