Archives by Month:

Archives by Year:

What To Expect When You’re Expecting Jackson Hole

What To Expect When You’re Expecting Jackson Hole

Image Source: Unsplash A ski mountain looks very different whether you’re at the bottom, the middle, or the top. The same can be said for markets. As an avid skier, though one who has never been to Jackson Hole, I believe that the analogy nonetheless applies. The lifts may be closed now, but we can once again […]
How To Build A Dividend Growth Portfolio In An Overpriced Market

How To Build A Dividend Growth Portfolio In An Overpriced Market

Image Source: Pixabay Update on Model Dividend Growth Portfolios Built August 2021 Build a dividend growth portfolio. The stock market as measured by the S&P is currently at an all-time high which makes it very challenging to try to build a quality dividend growth portfolio. Three years ago we faced a similar challenge with a similar […]
Existing-Home Sales End Four-Month Decline, Increase 1.3 Percent

Existing-Home Sales End Four-Month Decline, Increase 1.3 Percent

Existing-home sales courtesy of the National Association of Realtors (NAR)Sales are down 37.7 percent from the January 2022 high and 2.6 percent above the October 2023 low (yellow highlights). Skid Ends (For Now)The NAR reports Existing-Home Sales Advanced 1.3% in July, Ending Four-Month Skid. Five Key Highlights Existing-home sales grew 1.3% in July to a seasonally […]
Eurozone PMI Picks Up In August Amid Olympics Boost

Eurozone PMI Picks Up In August Amid Olympics Boost

Image Source: Pexels The August PMI is more difficult to interpret than usual as French services activity has been boosted by effects from the Olympics. The upbeat services sector in France bolsters the entire bloc’s performance. Meanwhile, eurozone manufacturing continues to resemble Germany’s performance at the Olympics: a big disappointment. The services PMI increased from 51.9 to 53.3, […]
Softs Report – Thursday, Aug. 22

Softs Report – Thursday, Aug. 22

COTTON General Comments: Cotton was higher again yesterday on follow through buying in response to the USDA crop reports that showed deteriorating conditions in the Monday reports. There are still ideas of weaker demand potential against an outlook for improved US production in the coming year. It looks like futures are cheap enough for now […]
Canadian Rail Strike Come To A Head. The Corn & Ethanol Report

Canadian Rail Strike Come To A Head. The Corn & Ethanol Report

Image Source: Unsplash We kicked off the day with Chicago Fed National Activity Index, Initial Jobless Claims, ContinuingJobless, and Jobless Claims 4-Week Average at 7:30 A.M.,  S&P Global PMI Flash, and S&P Global Manufacturing Index PMI Flash at 8:45 A.M. at 8:45 A.M., Existing Home Sales & Existing Home Sales MoM at 9:00 A.M., EIA Natural […]
The Monetary Juggling Act Continues, But The Clown’s Arms Are Getting Tired

The Monetary Juggling Act Continues, But The Clown’s Arms Are Getting Tired

Image source: Pixabay Advanced retail sales accelerated by 1% for the month of July, according to figures that are seasonally adjusted but not adjusted for inflation. Economists surveyed by Dow Jones were looking for a 0.3% increase. June sales were revised to a decline of 0.2% after initially being reported as flat. The Main Stream Financial Media […]
Will We Ultimately See A Gold Revaluation?

Will We Ultimately See A Gold Revaluation?

Image Source: Pixabay In 2024 alone, we’ve seen the Philadelphia Federal Reserve publish a study on the effectiveness of a gold standard, confirmations that the BRICS are moving forward plans for a 40% gold-backed settlement currency, and a senator propose revaluing the Fed’s gold certificates in order to fund a Strategic Bitcoin Reserve.Meanwhile, the debts and […]
Stocks Move Lower As Rate Cut Enthusiasm Fades

Stocks Move Lower As Rate Cut Enthusiasm Fades

The enthusiasm that followed the release of the Federal Reserve’s meeting minutes is already fading. The Dow Jones Industrial Average (DJI) was last seen down nearly triple digits, while the S&P 500 Index (SPX) and Nasdaq Composite Index (IXIC) carry midday losses of their own. Wall Street is still hopeful for an interest cut in September, but […]
Government Erases More Than 800,000 “New Jobs” From Existence

Government Erases More Than 800,000 “New Jobs” From Existence

Image Source: Pixabay The Bureau of Labor Statistics just zapped 818,000 jobs out of existence.That’s one heck of an eraser.Month after month, we’ve been regaled with headlines extolling the strength of the U.S. job market. Virtually every month, the mainstream has enthusiastically reported “better than expected” job creation. This, we’re told, reflects the strength of the […]