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Archives by Year:
S&P 500 And Nasdaq 100 Forecast – Wednesday, Sept. 19
S&P 500 The S&P 500 rallied during trading on Tuesday, after initially selling-off in reaction to the United States levying more tariffs against China, but we have turned around and rally rather significantly. We broke above the 2900 level, which of course is a bullish sign. However, when I look at this chart I recognize […]
But Our Interests Are Aligned!
Harold Hill: Ladies and gentlemen, either you are closing your eyes to a situation you do not wish to acknowledge, or you are not aware of the caliber of disaster indicated by the presence of a pool table in your community!— “The Music Man” (1962) For those of you who have somehow never seen a […]
Tit-For-Tat Tariffs Hurting U.S. Automakers: ETF In Focus
The global auto-giants have invested more than $75 billion in the United States and their operations provide livelihood to about 130,000 Americans. But trade tensions may force these companies to reevaluate their strategies related to the United States. One of President Trump’s goals was to bring down the large trade deficit. The figures report otherwise as trade deficit […]
International Demand For US Bonds Rebounds, But China Dumps Most Since January
Treasury International Capital net flows rebounded in July with France and Norway the biggest buyers of Treasury bonds (+$17.6bn and $11.1bn respectively) but more notably, China was the biggest seller (dumping $7.7bn to six-month lows). TIC flows rebounded notably… Russia and Caymans (hedge funds) were practically unchanged in July. And while Japan was a buyer… And Turkey […]
Trump’s Backdoor Power Play To Rein In The Fed
“Just run the presses – print money.” That’s what President Donald Trump supposedly instructed his former chief economic adviser Gary Cohn to do in response to the budget deficit. The quote appears in Bob Woodward’s controversial book Fear: Trump in the White House. Trump disputes many of the anecdotes Woodward assembled. But regardless of whether the […]
Here Comes The AI Tidal Wave
After spending a half century in the investment business, I see all decisions boiling down to a single issue: Artificial Intelligence. Speaking to people at the local PTA, American Legion, the VFW, the Commonwealth Club, people sitting next to me at high school football games, and even my own readers, this is the impression I […]
Natural Gas Explodes Higher
The October natural gas contract exploded higher over 4% today as cash prices spiked on tight power burns and impressive short-term heat. The October contract again logged the largest increase on the day, but it was closely followed by the November contract. Meanwhile, the move higher in the October/January V/F contract spread continued unabated today. […]
TIC For July 2018: June Was Even Bigger Than We Thought, Meaning May 29
You never quite know what you’re going to get with each monthly update. High-frequency data tends to be noisy anyway, more so in the more exotic series. Following a month where something really changes, however, you aren’t quite sure if it will turn out to be nothing more than a phantom. Does last month’s big […]
3 Growth Stocks To Pick From The Retail-Discount Industry
There seems to be a lot of cheer in the Retail – Discount Stores industry that has surged close to 46% in a year’s time, with quite a few companies cutting a promising figure. The industry, which comfortably crushed the S&P 500’s rise of almost 19%, is riding on strategic endeavors by companies and a flattering economic […]
The Market Has A Fairy Godmother
The fairy godmother tells Little Nemo to “proceed boldly over the carpeted path in the sky and to fear nothing as she would be near him continuously”. I almost feel like ending the Daily right here. After all, much can be said for the market and its fairy godmother. Instead, I will review the close […]
