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Archives by Year:
Economic Data And Forecasts For The Weeks Of July 2 And July 9
Here are my forecasts for upcoming economic data. Forecast Prior Observation Consensus Week of July 2 July 2 PMI Manufacturing Index – June 54.6 54.6 54.6 ISM (Mfg) – June 58.1 58.7 58.3 Construction Spending […]
EUR/USD Forecast July 2-6 – Saved By The Summit, Still Looking Shaky
EUR/USD staged a late recovery on the EU Summit and managed to close the last week of Q2 on higher ground. What’s next? PMI data stands out in the first week of Q3. Here is an outlook for the highlights of this week and an updated technical analysis for EUR/USD. The EU Summit ended with an agreement […]
10 Hot Small Caps Primed For A Winning Streak (Part I)
Despite market jitters, there is one group of stocks that continue to outperform. That’s small caps. “A lot of the money coming into small caps is generated by trade jitters. It’s gotten to the point, where we can’t keep hoping trade will go away as an issue. This is part of the reality that’s coming […]
Trade And Data Driving Markets
US President Trump is intent on disrupting the post-WWII arrangement that prioritized ideological conflict over economic rivalries. Last week, it was reported that Trump told his counterparts at the G7 summit that NATO was as bad as NAFTA. NATO’s annual meeting is July 12. Trump seeks a realignment of alliances and appears to prefer the illiberal […]
Contingency Plans For Sideways Changes
Image Source: Shutterstock Contingency plans can focus on going forward: expanding sales and production. Or they can focus on the downside: cutting expenses in a slowdown. This article will focus on the sideways contingency plan: changing products, production techniques, sales channels—a change that is not about growing or shrinking. Most economic changes trigger expansion or […]
Weighing The Week Ahead: Is It Time To Worry About 2020?
The economic calendar is loaded with the most important reports. The four trading days are divided by a Wednesday holiday, meaning some extra days off for most. Normally the data would dominate the discussion. But many find the current story — steady growth, improved earnings, and lack of oomph in stocks—a boring one. This week’s […]
Week In Review: How Trump’s Policies Moved Stocks Last Week
Catch up on the top industries and stocks that were impacted by the comments, actions and policies of President Trump and his administration with this weekly recap: 1. HARLEY-DAVIDSON: On Tuesday, Harley-Davidson (HOG) announced that it would be absorbing the entirety of the impact from recently enacted retaliatory tariffs on motorcycles imported from the […]
Is The Media Deliberately Trying To Spawn Civil War 2.0?
Everyone is talking about a looming civil war on American soil, but they’re all blaming the “other” side. The media is deliberately trying to stir things up with breathless headlines about how awful the “other” side is. And it’s working so well it could lead us right to Civil War 2.0. The fact is, both the […]
E Market Briefing For Monday, July 2
‘A critical readjustment phase’ – is how a few analysts are finally starting to describe the market, which actually has been in a rotating readjustment sine I warned investors to seriously lighten-up in January’s unsustainable parabolic thrust; to the point of my finally issuing a ‘crash-alert’ warning for an upcoming big February break (followed by calls for a ‘ragged’ pattern; […]
The Energy Cliff Approaches: World Oil & Gas Discoveries Continue To Decline
As the world continues to burn energy like there is no tomorrow, global oil and gas discoveries fell to another low in 2017. And to make matters worse, world oil investment has dropped 45% from its peak in 2014. If the world oil industry doesn’t increase its capital expenditures significantly, we are going to hit […]
