Archives by Month:

Archives by Year:

Trump Versus OPEC

Trump Versus OPEC

There have been great matchups in the world. You had Alien versus Predator. You had King Kong versus Godzilla. But no matchup in recent memory might prove to be as interesting as Trump versus OPEC. OPEC still stunned and angry about President Donald Trump waivers on Iranian oil exports was moving in on a deal […]
3 Best Lord Abbett Mutual Funds To Buy Now

3 Best Lord Abbett Mutual Funds To Buy Now

Founded in 1929, Lord Abbett managed assets worth over $169.3 billion as of Sep 30, 2018. This privately held company has around 811 employees and 164 investment professionals dedicated to addressing clients’ needs. Lord Abbett deals in more than 61 mutual funds, investing in not only domestic and global stocks, but also in fixed-income, tax-free […]
A Positive Start

A Positive Start

It’s a small dent, but US equities are attempting to get back some of Monday’s losses following optimistic news on trade between China and the US as well as positive earnings reports from Home Depot (HD) and Beazer (BZH). Positive openings haven’t been the problem over the last several weeks, though.  It is what the […]
Beware Fireworks As Italy’s Budget Resubmission Deadline Looms

Beware Fireworks As Italy’s Budget Resubmission Deadline Looms

With stocks in Europe attempting a modest relief rally after yesterday’s sharp selloff, traders remain on edge over political developments as today is the deadline for Italy’s cabinet to resubmit their budget proposal after the EC requested a new fiscal plan. Virtually nobody expects any material changes, especially with Il Sole reporting this morning that […]
The Failure Of A Gold Refinery

The Failure Of A Gold Refinery

So this happened: Republic Metals, a gold refiner, filed bankruptcy on November 2. The company had found a discrepancy in its inventory of around $90 million while preparing its financial statements. We are not going to point the Finger of Blame at Republic or its management, as we do not know if this was honest error or theft. If […]
E
                                                
                        Emerging Market Country Debts Are A Serious Problem, Particularly For The European Banks

E Emerging Market Country Debts Are A Serious Problem, Particularly For The European Banks

“Emerging markets have rarely looked as vulnerable…The stock market slump and sharp currency depreciations coincide with the deceleration of capital inflows into emerging economies this year. Foreign investor sentiment was no doubt affected by Washington’s trade protectionism and the tightening of monetary policy by the Federal Reserve which is raising the cost of borrowing worldwide […]
US Economic Output Running Well Above Potential GDP Estimate

US Economic Output Running Well Above Potential GDP Estimate

The recent run of strong growth in GDP is welcome news, but from the perspective of policymakers, there are signs that the economy may be approaching its maximum output capacity. In turn, this analysis provides the Federal Reserve with another reason to continue squeezing monetary policy. Comparing the ratio of reported GDP to potential GDP […]
Morning Call For Tuesday, Nov. 13

Morning Call For Tuesday, Nov. 13

Overnight Markets And News Dec E-mini S&Ps (ESZ18 +0.67%) this morning are up +0.71% and European stocks are up +0.59% on optimism about progress on the U.S.-China trade dispute. U.S. Treasury Secretary Mnuchin and Chinese Vice Premier Liu He have resumed talks on trade and the South China Post reported a potential Washington visit by Liu […]
Did Singles Day Sales Erase Alibaba’s Q3 Miss?

Did Singles Day Sales Erase Alibaba’s Q3 Miss?

Singles Day – China’s Hallmark Holiday, Done Big Enter Singles Day, November 11. Started in the university scene during the 1990s, as a day to celebrate bachelorhood, over the last ten years it has become the largest online shopping day in China. This is now a day when singles buy a special gift to woo […]
The Duality Of Investments & Debt

The Duality Of Investments & Debt

Traditional Markets One of the strongest sectors for a number of years is now showing the weakest performance. IT stocks fell yesterday erasing the entire post-mid-term election rally. The tech-heavy Nasdaq is now firmly below its 200 day moving average. In this interview, famous investor Ray Dalio puts us near the end of the financial cycle and […]