Archives by Month:

Archives by Year:

Good News Is Good News Again… But It’s Not Good Enough

Good News Is Good News Again… But It’s Not Good Enough

Image Source: Pexels Traders got the good (or, at least, not completely terrible) jobs and retail numbers they’ve been craving, as data came in more or less in line with expectations.So why am I inclined to bet against the consumer or, to put a finer point on it, the consumer’s discretionary spending? After all that’d seem […]
Warren Buffett Added 2 New Stocks In Q2 While Selling Apple

Warren Buffett Added 2 New Stocks In Q2 While Selling Apple

Image Source: Wikipedia In a Securities and Exchange Commission (SEC) filing, Berkshire Hathaway (NYSE: BRK-A) (NYSE: BRK-B) and its CEO Warren Buffett detailed the moves the conglomerate made to its $285 billion stock portfolio.The biggest move was made public in the company’s second-quarter earnings report, released earlier this month, as Berkshire Hathaway sold a massive stake in its largest holding, […]
Market Talk – Thursday, Aug. 15

Market Talk – Thursday, Aug. 15

Image Source: Unsplash ASIA:The major Asian stock markets had a mixed day today:• NIKKEI 225 increased 284.21 points or 0.78% to 36,726.64• Shanghai increased 26.70 points or 0.94% to 2,877.36• Hang Seng decreased 4.22 points or -0.02% to 17,109.14• ASX 200 increased 14.80 points or 0.19% to 7,865.50• KOSPI closed• SENSEX closed• Nifty50 closedThe major Asian […]
Financial Fear Mongering

Financial Fear Mongering

Image source: Pixabay CEO Joe Calhoun outlines the dismal track record of recession and bear market forecasts.Video Length: 00:15:28More By This Author:Warren Buffet Sells Apple Why Did The Market Sell-Off? Friday Recap & DARP Update
Wall Street Soars After Encouraging Economic Data

Wall Street Soars After Encouraging Economic Data

Wall Street finished Thursday on a high note, holding onto impressive midday gains that followed upbeat consumer and jobs data that added to hopes of a soft economic landing. In response, the Dow closed with a 554-point lead, while the Nasdaq and S&P 500 also landed firmly in the black with their sixth consecutive daily wins. Oil […]
Business Cycle Indicators – NBER And Alternative – Mid-July 2024

Business Cycle Indicators – NBER And Alternative – Mid-July 2024

With the Fed’s industrial production release (-0.6% m/m vs. -0.3% consensus) and retail sales (+1.0% m/m vs. +0.4% consensus), we have the following pictures, the first of the indicators followed by the NBER Business Cycle Dating Committee, plus monthly GDP.Figure 1: Nonfarm Payroll (NFP) employment from CES (bold blue), civilian employment (orange), industrial production (red), personal […]
Monthly Household Income By Quartiles In The U.S.

Monthly Household Income By Quartiles In The U.S.

Image Credit: A group of coins photo by Allison Saeng on Unsplash. Motio Research is now providing monthly U.S. household income estimates by income quartiles!Previously, the firm had been presenting their monthly index for median household income based on data collected by the U.S. Census Bureau, which represents the 50th percentile in the distribution of total money income earned by U.S. households. […]
Asia Week Ahead: Central Bank Decisions Set To Dominate

Asia Week Ahead: Central Bank Decisions Set To Dominate

Image Source: Unsplash China: Quiet after the data storm It is a quiet week ahead for China after it recently concluded its major monthly data releases. There will be an announcement on the loan prime rates on Tuesday. No change is expected after the MLF and 7-day reverse repo rates were left unchanged so far in […]
Crypto Analyst Reveals What Could Drive The Bitcoin Price To $48,000

Crypto Analyst Reveals What Could Drive The Bitcoin Price To $48,000

Image Source: Unsplash The Bitcoin price continues to trade sideways, as uncertainties on the macro side have made investors undecided about their next move. Crypto analyst Michael van de Poppe has provided insights into Bitcoin’s price trajectory and has raised the possibility of the crypto dropping to as low as $48,000.  What Could Make Bitcoin Drop To As Low […]
U.S. Stocks Too Richly Valued For Their Risk

U.S. Stocks Too Richly Valued For Their Risk

Image Source: Pexels Jeremy Grantham is one of the most respected investors alive today.His firm – Grantham, Mayo, Van Otterloo & Co. — better known as GMO, manages $billions in assets under management and produces some of the most-followed market analysis on Wall Street.Core to its outlook is that financial and economic extremes will mean revert. […]