Archives by Month:

Archives by Year:

Inflation Is Key To Interest Rates

Inflation Is Key To Interest Rates

The Consumer Price Index report, a gauge of inflation at the consumer level, showed a .2% increase for February. This matched the core inflation number as well. That was expected, coming down from the month before of a .5% increase. This left the 12-month rate of 1.8% well within the Fed’s expectation. Most of the […]
3 Large-Cap ETFs With Solid Inflows In March

3 Large-Cap ETFs With Solid Inflows In March

Wall Street has been recovering lately as fears of aggressive rate hikes abate. Positive jobs data but tepid wage growth reduced fears of frequent rate hikes by the Fed. What’s Driving Inflows? The U.S. economy added 313,000 jobs in February — the highest since July 2016 — compared with a Reuters forecast of 200,000. However, […]
Going Forward, There Is No Debate: ‘The Balance Sheet Effect Is One Of Tightening’

Going Forward, There Is No Debate: ‘The Balance Sheet Effect Is One Of Tightening’

For quite some time now, there’s been considerable debate about whether it’s the “stock” or the “flow” that matters when it comes to QE. There are good arguments on both sides, but common sense dictates that the flow should matter more precisely because the flow represents an ongoing incremental bid by a largely price insensitive […]
Fees In 401(k)s

Fees In 401(k)s

“Yes, hello? Is this the Human Resources Department? Yes, I’d like to file a complaint about the retirement plan offered here. No, I don’t work actually here. But still, hear me out…” Today is my day to complain about the (somewhat) hidden costs of employer-sponsored retirement plans. These plans come in a variety of flavors […]
The Trend Is Your Friend ’Til The Very End

The Trend Is Your Friend ’Til The Very End

If you’ve been following me for any length of time you know I’ve been a major bull when it comes to the stock markets. The last two years were some of the best years to be a bull in one of the greatest bull markets of all time and I don’t say that lightly. A […]
Bitcoin Fad Fading: For Now Or For Good?

Bitcoin Fad Fading: For Now Or For Good?

Bitcoin failed its latest breakout attempt. Heck, it did not even come close. Down again we go. For how long? Please consider the Bitcoin Fad Is Fading—for Now. It might be hard to believe. But after the 1,400 percent rally of 2017, with wild swings along the way, the great crypto craze has cooled, at least […]
AUD/USD Daily Analysis – Thursday, March 15

AUD/USD Daily Analysis – Thursday, March 15

AUD/USD extended its upside movement from 0.7712 to as high as 0.7916. As long as the price is above the bullish trend line on the 4-hour chart, the upside movement could be expected to continue and next target would be at 0.7950 area. On the downside, a clear break below the trend line support would […]
Bitcoin Hit By Negative News Coverage, Confirms Below Ichimoku Cloud

Bitcoin Hit By Negative News Coverage, Confirms Below Ichimoku Cloud

Another day, another drama in the cryptocurrency world. Bitcoin, along with almost all other major altcoins saw massive drops on Wednesday as the crypto market was hit by two negative news coverages. One from Google, and one from a major global investing firm. Google Bans Crypto Ads First, Google reported that they’re banning all cryptocurrency and Initial […]
Indian Indices Trade Marginally Lower, Energy Stocks Witness Losses

Indian Indices Trade Marginally Lower, Energy Stocks Witness Losses

Share markets in India are presently trading marginally lower. Sectoral indices are trading on a mixed note with stocks in the energy sector and metal sector witnessing maximum selling pressure. Stocks from the realty sector are trading in the green. The BSE Sensex is trading down 50 points (down 0.2%) and the NSE Nifty is trading down by 17 points (down 0.2%). The BSE Mid Cap index is […]
Goldilocks, R.I.P. (Part 1)

Goldilocks, R.I.P. (Part 1)

One of Wall Street’s most misbegotten memes is the Goldilocks Economy notion. They invariably trot her out near the end of a business cycle in order to keep the mullets buying stocks and the Fed heads as anesthetized as possible. The theory, of course, is that with the economy in a perfect and endless growth equilibrium, punters should be eager to […]