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Archives by Year:
Deep-Value ETF Report: Slim Pickings After A Long Bull Run
It’s been nearly a decade since the nadir of the global financial crisis. Courtesy of a broad-based upswing for most of the years since, the big picture for picking up assets on the cheap is one of scarcity. In relative terms, bargains can be found, of course. Comparing stocks in emerging markets to US equities, […]
Gasoline Volume Sales And Our Changing Culture – Tuesday, August 21
The Department of Energy’s Energy Information Administration (EIA) monthly data on volume sales is several weeks old when it released. The latest numbers, through mid-May, are now available. However, despite the lag, this report offers an interesting perspective on fascinating aspects of the US economy. Gasoline prices and increases in fuel efficiency are important factors, but there […]
Yield Curve Flattens As Stocks Near Record High
Yield Curve Flattens Again Even though the stock market is within 1% of its record high, the 10-year yield fell 4 basis points to 2.82% on Monday as it is following my prediction. Growth probably won’t get much higher than where it was in Q2 and inflation will decelerate after it peaks in August. The […]
Whose Tightening Is It Anyway?
I suppose it’s only fair. After all, they started it. Earlier in the year, Federal Reserve officials including Chairman Jay Powell suggested it was all Trump’s fault. The abrupt difficulties presented by the dollar were, they said, the result of tax cuts swelling the deficit and thereby threatening capital markets with a “deluge” of Treasury bills […]
WTI Rebounds After Bigger Than Expected Crude Draw
WTI rallied up to tag $68 (Sep) stops intraday, as a U.S. plan to sell strategic oil reserves highlighted concerns about tightening global supplies, ahead of tonight’s API report. After fading into the print, WTI rebounded after API reported a bigger than expected crude draw. API Crude -5.17mm (-2mm exp) Cushing +195k (+900k exp), Genscape +519k Gasoline […]
Next Wave Of Housing Demand…Renters
“Davidson” submits: 2yrs ago I sent a note about the imbalance in rental vs single family homes due to Dodd-Frank policy. This will reverse if Jelena Williams, new Chairwoman FDIC, normalizes Dodd-Frank mtg rules to let millennials to buy homes. I think this is going to occur which will mean a flood of new homeowners […]
Market Talk – Tuesday, August 21
Middle of summer and if you ever needed an excuse not to trade, today was probably it! Volumes were so poor they hardly registered a change in markets. Although the Nikkei started lower, it spent the rest of the day making its way back to positive. That is probably the good news as the close […]
Stocks And Precious Metals Charts – For Whom The Bell Tolls – The Recovery™
“I think I’m signaling something a little bit shocking to Americans, and to myself, actually. Which is the situation we find ourselves in at this moment, this week, is very strongly reminiscent of the situations we’ve seen many times in other places. But they’re places we don’t like to think of ourselves as being similar […]
Upbeat New Zealand Retail Sales Report To Fuel NZD/USD Rate Rebound
TRADING THE NEWS: NEW ZEALAND RETAIL SALES EX INFLATION Updates to New Zealand’s Retail Sales report may fuel the recent recovery in NZD/USD as household spending is expected to increase by 0.3% versus the 0.1% during the first three months of 2018. Signs of stronger consumption may heighten the appeal of the New Zealand dollar as it […]
Emerge Then Submerge?
A worldwide rally. Lifetime highs on almost all important U.S. stock indexes. Turkey is a faded memory, and any moment now, China could announce they are best-trading-buddies-ever with the U.S. sending the Dow 500 points higher instantly. Even with all that, I want to quietly point out that the emerging markets, for the entirety of […]
