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Trade, Deregulation, Taxes & Sanctions

Trade, Deregulation, Taxes & Sanctions

“Davidson” submits: Major policy changes are having economic impacts. 1st-Regulation reductions occurred in 2017 and continue today. A positive multi-year impact. 2nd– Tax reductions began in 2018 and have a positive multi-year impact. 3rd-Sanctions against disruptive autocrat-led governments have gradually ramped higher resulting a stronger US$. 4th– The shift towards global tariff reductions is a […]
New Residential Building Permits: 1.311M In July

New Residential Building Permits: 1.311M In July

The U.S. Census Bureau and the Department of Housing and Urban Development have now published their findings for July new residential building permits. The latest reading of 1.311M was an increase from 1.292M in June and essentially at the Investing.com forecast of 1.310M. Here is the opening of this morning’s monthly report: Building Permits Privately-owned housing units […]
US Dollar Index Analysis – Thursday, August 16

US Dollar Index Analysis – Thursday, August 16

Latest Price – 96.57 Previous analysis updated – previous daily chart analysis was a bust. There remains no change to the overall outlook. Daily Chart Pattern – the uptrend has not been broken yet but I am looking at this recent move higher as one final whoosh to the upside to clear out the bears. […]
Death, Taxes, And Strong Jobless Claims Reports

Death, Taxes, And Strong Jobless Claims Reports

Yeah, jobless claims are starting to get that dependable in terms of delivering a strong weekly print. This week’s report was no different as first-time claims came in at 212K versus estimates of 215K. So now it’s time to update the streaks. This week’s report was the record 180th straight week of sub-300K claims, the […]
The State Of Bitcoin And The Cryptoasset Market, Q3 2018

The State Of Bitcoin And The Cryptoasset Market, Q3 2018

It’s been less than nine months since traders flipped their calendars to 2018, but cryptoasset bulls have aged years (if not decades!) since the holiday season’s euphoria. After peaking at a total market cap above $800B on January 7th, the crypto market has contracted precipitously, briefly falling below $200B earlier this week: Source: Coinmarketcap.com, FOREX.com […]
Crude Oil Outlook Now Bearish As US Growth Peaks

Crude Oil Outlook Now Bearish As US Growth Peaks

Following a series of recent highs, crude oil now in bearish trend Changing fundamentals point to continued weakness, while US demand increasingly suspect Large speculator long positions will exacerbate any future downturn On August 10, we downgraded our outlook on WTI from neutral to bearish thanks to a significant deterioration of the trend. We determine trends for […]
Turkey Stocks, Lira Slide After Mnuchin Threatens More Sanctions

Turkey Stocks, Lira Slide After Mnuchin Threatens More Sanctions

The Lira and Turkish stocks are sliding notably after Treasury Secretary Steven Mnuchin warned that Washington is preparing more sanctions for Turkey due to the lack of progress on the release of Pastor Brunson. Following a Turkish court’s refusal yesterday to release American pastor Andrew Brunson, Mnuchin warned at a White House cabinet meeting today that U.S. has […]
Why Gold Should Be Accumulated At These Levels

Why Gold Should Be Accumulated At These Levels

Here are a few reasons why gold should be accumulated at these levels: 1. Rising Interest Rates Although gold rose significantly from 2001 to 2011, it was not really the ideal conditions. There were many reasons for conditions not being ideal, such as rising stock markets and major commodities like oil (more markets rising means […]
7 GARP Stocks To Scoop Up For Maximum Returns!

7 GARP Stocks To Scoop Up For Maximum Returns!

Growth at a reasonable price or GARP is an excellent way for investors to make some quick gains. This strategy helps investors gain exposure to stocks that have impressive prospects and are trading at a discount. The GARP approach leads to the identification of stocks that are priced below the market or any reasonable target […]
The Big Four Economic Indicators: July Real Retail Sales – Thursday, August 16

The Big Four Economic Indicators: July Real Retail Sales – Thursday, August 16

Note: With the release of July Retail Sales and the Consumer Price Index, we’ve updated this commentary to include the latest Real Retail Sales. Official recession calls are the responsibility of the NBER Business Cycle Dating Committee, which is understandably vague about the specific indicators on which they base their decisions. This committee statement is about as close […]