Archives by Month:

Archives by Year:

E
                                                
                        Canadian Inflation Spiked Higher In July, But Core Inflation Is Right On The Bank Of Canada’s Target

E Canadian Inflation Spiked Higher In July, But Core Inflation Is Right On The Bank Of Canada’s Target

Canadian consumer prices rose 0.5% in July, compared to much smaller CPI increases in the previous two months. The steep increase in July pushed the twelve-month increase up to 3% compared to a 2.5% gain as of June. While the July price increase was huge, nonetheless there are no signs that inflation in Canada is […]
Probability Of Ruin In Pictures

Probability Of Ruin In Pictures

William Bengen calculated sustainable withdrawal rates (SWR) using historical S&P 500 market returns since 1928 leading to the “4% Rule.”[1] More recently, Robert Shiller published stock market  returns data back to 1871 using the S&P Composite Index[2]. In this post, I’ll explore the “probability of ruin” using the more extensive Shiller data. Probability of ruin is […]
September 2018 Dividend Champions List

September 2018 Dividend Champions List

As part of my monitoring process, I took upon myself to update the list of Dividend Champions every month. I have found it very helpful to update the list, in an effort to monitor more closely the list of dividend champions. This is the third update of the dividend champions list I have done so […]
AUD/JPY Forecast: September 2018

AUD/JPY Forecast: September 2018

The Australian dollar has been rather noisy over the last couple of months, especially against the Japanese yen. However, this has set up a nice trading range that we have been working with for some time, and I believe this will continue to be the way. However, if it is not we then have clear […]
Trump Warns Canada “Fair Deal Or Out”: Mish’s Fair Deal Proposal

Trump Warns Canada “Fair Deal Or Out”: Mish’s Fair Deal Proposal

Trump wants a “fair deal”. I propose both sides end all tariffs and subsidies. Fair Deal or Out     Trump Says ‘Canada Will Be Out’ Without ‘Fair Deal’ on Nafta Mr. Trump’s warning on Saturday comes a day after U.S. and Canadian negotiators failed to reach an agreement on Friday, a deadline he set, to revamp […]
Mark Your Calendar, The ‘Era Of Helicopter Money’ In Japan Has A Date

Mark Your Calendar, The ‘Era Of Helicopter Money’ In Japan Has A Date

On Friday, the Bank of Japan tweaked their bond buying program for September. Although they upped the purchase sizes across maturities, they reduced the frequency of purchase operations from five to six. Going into July, the market was conditioned to view BoJ meetings as snoozers given that Japan is still miles away when it comes […]
Toll Brothers: Strong Financials, Buybacks…And Housing Jitters

Toll Brothers: Strong Financials, Buybacks…And Housing Jitters

Toll Brothers (TOL) is more than halfway through reversing a surprising post-earnings gap up a week and a half ago. The 13.8% post-earnings gain surprised me because the message from TOL was little different than its messages in the past two earnings reports that have coincided with an extended sell-off in the stock. Source: FreeStockCharts.com Toll […]
Dow Secondary High Imminent

Dow Secondary High Imminent

Previous analysis is updated – the price as traded as outlined and rising to levels where a secondary is likely to form. However, there is a change to the longer term outlook in that I now favor a more substantial correction to take place before the overall bull market resumes. Daily Chart Pattern   This […]
What Will The Markets Do For An Encore?

What Will The Markets Do For An Encore?

VIX tested Long-term resistance at 14.17 before closing beneath Short-term support/resistance at 12.99. The probe above critical support/resistance may have triggered a probable buy signal in the VIX. The Cycles Model shows a likely surge strength for the VIX through mid-October. (Bloomberg)  U.S. stocks have been on a tear over the past week. So why […]
Yes, The Trump Recovery Really Can Keep Going

Yes, The Trump Recovery Really Can Keep Going

President Trump’s opponents may not like his philandering past and midnight tweets but on the economy, only cynics can argue with the results. The economy accomplished 4.2 percent growth in the second quarter and appears headed for an overall score of 3 percent for the entire year. A tight job market is finally rewarding workers […]