Archives by Month:

Archives by Year:

USD/JPY Forecast November 26 – 30 – Stocks Can Send It Down Again

USD/JPY Forecast November 26 – 30 – Stocks Can Send It Down Again

Dollar/yen wobbled around as stock markets were under pressure and the US Dollar also suffered from weak data and reports that the Fed may take a pause. What’s next? The upcoming meeting between Trump and XI as well as the Fed meeting minutes stand out. USD/JPY fundamental movers – USD weakness on stocks, the Fed, and data Equity markets […]
Energy Transfer: Cutting Your Payout, Not Mine

Energy Transfer: Cutting Your Payout, Not Mine

Too few writers covering energy infrastructure admit to the many distribution cuts inflicted on MLP holders. Instead, they identify numerous other problems whose resolution will draw in buyers. Incentive Distribution Rights (IDRs), the payments made by MLPs to their General Partners (GP), have drawn scorn for the past couple of years. Eliminating them is fashionable […]
E
                                                
                        Market Briefing For Monday, Nov. 26

E Market Briefing For Monday, Nov. 26

Eat, drink and merrily shop – has been the motto this extended weekend; as consumers (a third of whom have yet to pay off prior year’s debts) rush to shop, while retail ‘stocks’ reel. Perhaps in part that’s due more than usual to the reality aside those directly involved in retail; such spending helps China economics […]
Asian Downturn Worsens, Bringing Global Recession Nearer

Asian Downturn Worsens, Bringing Global Recession Nearer

The chemical industry is the best leading indicator for the global economy.  And my visit to Singapore last week confirmed that the downturn underway in the Asian market creates major risks for developed and emerging economies alike. The problem is focused on China’s likely move into recession, now its stimulus policies are finally being unwound.  […]
Cryptocurrencies Are A Scam And Are Dead. Or Are They?

Cryptocurrencies Are A Scam And Are Dead. Or Are They?

Cryptocurrencies are a scam and are dead. I’m sorry, I was wrong. Juuuust kidding! It has been a rough year for cryptocurrencies… exactly as we expected and told subscribers and said publicly since December of last year. In fact, almost exactly one year ago to the day, I put out this video titled, “It’s Time […]
“The Frenzy Of Black Friday As We Knew It Is Over”: Traffic Slumps At Stores Across America

“The Frenzy Of Black Friday As We Knew It Is Over”: Traffic Slumps At Stores Across America

ShopperTrak, a provider of channel checks and traffic insights for the retail industry, has just confirmed that foot traffic at brick-and-mortar retail stores on Thanksgiving and Black Friday was disappointing. Preliminary data showed a 1% decline for the two-day period compared to 2017, with a 1.7% decline in traffic on Black Friday versus 2017. This decline in traffic is consistent with our forecast on Nov. 11 that traditional retailers could […]
What Gold, Lumber, Bonds & The Mid-Term Elections Are All Indicating About Stocks

What Gold, Lumber, Bonds & The Mid-Term Elections Are All Indicating About Stocks

Earlier this week Keith was a guest on “CEO Money: Americas Business Cycle” where he discussed inter-market relationships that you should be keeping an eye on now. These relationships can help you anticipate the major trends in the market. What the video here: Video length: 00:21:18 Below is chart that contains several of the relationships […]
Lawmakers Leak Plan For $3 Billion Pension-Fund Bailout

Lawmakers Leak Plan For $3 Billion Pension-Fund Bailout

As we’ve been saying for a long time, America’s dangerously underfunded defined-benefit corporate and public pensions are little more than lavish Ponzi schemes designed to swaddle one generation of retirees with lavish benefits (a fixed monthly income and health benefits until death), while siphoning payments from a younger generation that will never reap the benefits […]
Weekly Commentary: Just The Facts – Nov. 25, 2018

Weekly Commentary: Just The Facts – Nov. 25, 2018

For the Week: The S&P500 dropped 3.8% (down 1.5% y-t-d), and the Dow fell 4.4% (down 1.8%). The Utilities declined 1.4% (up 1.4%). The Banks lost 2.3% (down 8.1%), and the Broker/Dealers fell 2.8% (down 3.1%). The Transports declined 2.0% (down 2.3%). The S&P 400 Midcaps dropped 2.2% (down 4.0%), and the small cap Russell […]
Week In Review: How Trump’s Policies Moved Stocks – Nov. 25, 2018

Week In Review: How Trump’s Policies Moved Stocks – Nov. 25, 2018

Catch up on the top industries and stocks that were impacted, or were predicted to be impacted, by the comments, actions and policies of President Donald Trump and his administration with this weekly recap compiled by The Fly: 1. GERMAN AUTO MAKERS: The White House has invited the CEOs of German car makers BMW (BMWYY), […]