Category Archive: Finance, No picture
Recent Stock Purchase November 2018
Volatility behind us? Not a chance. Looks like November is picking up right where October left off. Of course, being a dividend growth investor means we have an opportunity to take advantage of all this volatility and pick up some traditional, solid paying dividend payers on sale. These days there’s no shortage of names to […]
Silver Slumps, We Are Headed For Scary Moments
The gold/silver ratio has risen to its highest level in roughly a quarter century, with silver suffering from both weakness in precious metals lately but also dragged down by pessimism about base metals. The ratio measures how many ounces of silver it takes to buy an ounce of gold. When the number is rising, this […]
October Core CPI Decelerated, But Fed Touches The Breaks Anyway
Neutral Rate Holds The Policy Key Core inflation is starting to decelerate as I expected. Some economists are even projecting the cycle peak in inflation has occurred. Inflation will likely fall in the next few months along with oil. If you think the cycle peak in inflation has occurred, then it implies you’re bearish on […]
A Long-Term Look At Inflation – Friday, Nov. 16
The Consumer Price Index for Urban Consumers (CPI-U) released this week puts the year-over-year inflation rate at 2.52%. It is substantially below the 3.76% average since the end of the Second World War and above its 10-year moving average, now at 1.52%. The Bureau of Labor Statistics (BLS) has compiled CPI data since 1913, and […]
E A Review Of Three Stocks: HBI, KORS, VFC
A review of three apparel industry companies: Hanesbrands, Michale Kors and V.F. Corporation. Video Length: 00:10:16
Transport ETFs & Stocks To Surge On Busy Thanksgiving Travel
A higher number of Americans are gearing up for Thanksgiving travel by road or air encouraged by a booming economy, higher wages, rising consumer confidence and increasing levels of household wealth. The frenzy for trips during the Thanksgiving weekend is far more than the other years. According to travel service provider American Automobile Association (AAA), […]
Fed Vice-Chair Richard Clarida Cautions On Global Growth, Bond Yields Sink
Clarida says Fed is getting closer to neutral and that there is “some evidence” that the world economy is slowing. U.S. Treasury yields and the dollar slides as Fed’s Clarida Cautions on Global Growth. The Bloomberg Dollar Spot Index sank 0.5 percent and two-year Treasury yields dropped to the lowest since October after Clarida told CNBC […]
Household Debt And Credit Report: Up $219B In Q3
The latest household debt for Q3 2018 was up 1.6% from Q2 and currently at $13.51T and its peak. There were increases in all categories but home equity lines of credit. Here is an excerpt from the latest press release: NEW YORK—The Federal Reserve Bank of New York’s Center for Microeconomic Data today issued its Quarterly […]
In A Booming Economy, You Make And Sell Cars
In September 2015, the US EPA issued a notice of violation to Volkswagen. The European carmaker had, apparently, engineered its turbocharged direct injection diesel engines to turn on the vehicle’s emissions control only during testing. Discrepancies had been discovered by California regulators the year before, many involving European makes and models. The Volkswagen emissions scandal […]
USD/JPY Bullish Trend Under Threat After Cautious Fed Member Comments
Taking a break from our non-stop Brexit coverage, we want to highlight a key development that on the US monetary policy front that may mark a significant shift for markets heading into next year. In a marked shift from the previous “party line,” two Fed members came out with relatively cautious assessments of the US […]
