Category Archive: Finance, No picture
The Cost Of Having A Taper Tantrum
Remember the Taper Tantrum in 2013? That was when 10 year T-Bond yields rose about 1.3% off a floor of 1.7% and stocks also fell. Over a six-month period the All World Stock Index fell about 9% and 30 year T-Bonds fell 15%. Even a 50/50 stock/bond portfolio of US stocks and Total Bonds fell […]
Beware: Dollar’s Technical Condition Is Stretched, Look Out For Reversals
The US dollar advanced against most of the major currencies last week, with Brexit hopes on the upswing, helping sterling to be the only major currency to resist the pressure. If players were looking for an excuse to sell dollar the disappointing September jobs growth could have been it, but the bout of buying the rumor […]
3 Retail Stocks To Buy With 2018 Holiday Shopping Sales Set To Jump
Consumer confidence neared an 18-year high last month. Now it looks like the 2018 holiday shopping season is shaping up to be a big one. So, let’s dive into three retailers that seem like strong buys right now that might also get a boost from a rise in holiday season spending. September’s Consumer Confidence […]
The Big Four Economic Indicators; September Nonfarm Employment
Official recession calls are the responsibility of the NBER Business Cycle Dating Committee, which is understandably vague about the specific indicators on which they base their decisions. This committee statement is about as close as they get to identifying their method. There is, however, a general belief that there are four big indicators that the committee weighs […]
How To Play The Current State Of Mind Of The Market
If you really think about it, the stock market closely resembles a living, breathing entity. It’s like an organism composed of millions and millions of cells, where each cell is an entity, a person, or an institution that makes investment and trading decisions. While individuals make buy and sell decisions, the pulse of the market […]
3 Solid Insurance Stocks Poised For Robust Returns In Q4
Given a substantial improvement in the economy, backed by rising interest rates, a growing gross domestic product (GDP) and lower tax incidence, the insurance industry has so far been exhibiting a significantly favorable performance. We expect this momentum to continue in the fourth quarter based on the aforementioned factors, which will enable insurers to focus […]
S&P 500 Snapshot: Down 1.0% From Last Week, 0.6% From Yesterday
The S&P 500 began dropping midweek and closed the week down 1.0% from last Friday and is its worst week in over a month. The index is up 7.04% YTD and down 0.6% from Thursday. The U.S. Treasury puts the closing yield on the 10-year note at 3.23%. Here is a daily chart of the […]
Are Trade Tensions Slowing Down China’s Economy?
(Video length 00:05:14) On the latest edition of Market Week in Review, Adam Goff, managing director, investment practice, and Sam Templeton, manager, global communications, discussed recently released economic data points for China and the U.S., as well as U.S. Federal Reserve (the Fed) Chair Jerome Powell’s remarks on inflation and the state of monetary policy. […]
