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Goldilocks Comes Knocking

Goldilocks Comes Knocking

Image Source: Pexels MARKETSU.S. stocks are trading decidedly higher Thursday as relief from a move lower in rates is supplemented by a dovish data hat trick.Is Goldilocks in the house, or are we experiencing a big old short squeeze, or will the Fed be able to avoid the consequences of its own success?If Goldilocks isn’t in […]
AI Boom Could Boost Demand For Precious Metals

AI Boom Could Boost Demand For Precious Metals

Photo by Steve Johnson on Unsplash The boom in AI could mean a boom in industrial demand for precious metals in 2024.Metals Focus, an independent precious metals research consultancy, released a note recently that said it expects the increased demand for chips powering AI technology to drive “widespread support for a range of precious metals bearing components.”Industrial and […]
Q3 Economic And Market Review: All Eyes On The Direction Of Interest Rates

Q3 Economic And Market Review: All Eyes On The Direction Of Interest Rates

Every quarter we produce an Economic and Market Review (EMR) in which we delve into the key issues and trends in the markets. We also produce a series of videos with Mark Eibel, our director of client investment strategies, to take a deeper look into some of the more interesting charts we create as part of the […]
3 Dividend Stocks To Avoid Like The Plague

3 Dividend Stocks To Avoid Like The Plague

Image Source: Pexels 3 dividend stocks I won’t be adding to my portfolio as a value and ethical investor who takes risk management seriously.Video Length: 00:05:22More By This Author:401Ks Are A Trap – Check Out These 2 Alternatives Instead Meta Stock Analysis – Time To Sell? Top AI Stocks For 2023 (In My $4 Million Stock […]
Apple Slides After Revenues Drop For 4th Straight Quarter On Unexpectedly Large China Weakness

Apple Slides After Revenues Drop For 4th Straight Quarter On Unexpectedly Large China Weakness

Image Source: Unsplash With all other megatech companies having already reported earnings – some good, some not so good – all eyes were on the results from the last giga-cap kahuna, the world’s largest company, Apple, and its $2.8+ trillion market cap. According to Bloomberg’s Mark Gurman here are the biggest things to watch for in […]
As The Bank Of Canada Searches For The Perfect Rate Conditions

As The Bank Of Canada Searches For The Perfect Rate Conditions

Photo by Michelle Spollen on Unsplash Central bankers are always conjuring up the perfect interest conditions in which everything is in balance. The elusive measure is referred to as “the neutral “rate of interest which allows the economy to expand without leading to inflation nor to decline in output. We are going to hear more about “R-star” in […]
Market Talk – Thursday, Nov. 2

Market Talk – Thursday, Nov. 2

ASIA:The major Asian stock markets had a mixed day today: NIKKEI 225 increased 348.24 points or 1.10% to 31,949.89 Shanghai decreased 13.67 points or -0.45% to 3,009.41 Hang Seng increased 128.81 points or 0.75% to 17,230.59 ASX 200 increased 61.40 points or 0.90% to 6,899.70 Kospi increased 41.56 points or 1.81% to 2,343.12 SENSEX increased […]
Quick Look At Reports From ServiceNow, Chipotle, And Harmony

Quick Look At Reports From ServiceNow, Chipotle, And Harmony

Image Source: Unsplash We are knee-deep into Q3 earnings season, and the reports from our portfolio and Watch List stocks are rolling in. Let’s take a brief look at 2 portfolio names and one watch list stock.ServiceNow (NOW)ServiceNow is a steady, reliable SaaS firm that continues to prove out its value and growth potential to investors. Subscription revenues […]
Dow Adds 564 Points; Nasdaq Scores 5 Straight

Dow Adds 564 Points; Nasdaq Scores 5 Straight

The Dow added a whopping 564 points on Thursday for its best day since June, as Treasury yields tumbled on hopes that there will be no more interest rate hikes this year. Declining labor costs and a jump in weekly jobless claims contributed to optimism well. The S&P 500 and Nasdaq scored their highest daily percentage gains […]
The Market Thinks The Fed Is Done Hiking Interest Rates, So Do I

The Market Thinks The Fed Is Done Hiking Interest Rates, So Do I

Mish analysis of CME Fedwatch futures positioning data.Yesterday, some analysts described the FOMC meeting as hawkish but that was not my interpretation. Analysis of futures positioning suggests the same thing.Fed’s Bias is Hold, Not Hike At the FOMC press conference yesterday, Powell stated “The Fed is not thinking about rate cuts right now at all.”That […]