Category Archive: Finance, No picture
Oil’s Rise And Its Impact On Other Sectors
With the oil price continuing to rise it is important to understand why this is happening in a typically slow period. Chris Temple joins me to breakdown the factors (or I should say countries) driving price. Also importantly a rising oil price can hamper other markets and sectors by adding an almost tax in terms […]
1984 + Bono = Life Imitating Art
It was never trade wars. Geopolitics draws the online clicks, real answers were always something else. In a world where populism is the rising political strain, you would think there would be honesty in trying to assess its roots. It would require, however, honest thinking. That’s been in short supply for a very long time. […]
The Market’s Unwanted Hornet’s Nest
Over the weekend and after a rough trip to the east coast due to major delays, we got out of the Uber car to be greeted by this buzzing hornet’s nest affixed to my sister’s house. The exterminator came on a Sunday, yay, and sprayed those nasty bald-faced hornets into oblivion. The nest though illustrates […]
Sound Valuation – More Important Than Time In The Market? SBUX, CPB, FDS
Introduction I believe that two of the most important investing principles that prudent investors should embrace are valuation and time in the market. Consequently, the title of this article is mildly misleading, because both concepts are extremely important towards achieving long-term investing success. In other words, I believe attempting to argue the importance of one over […]
Planning Advice From Nobel Laureate Kenneth Arrow
The boring truth of financial analysis and portfolio management is that the majority of our days are spent visiting with clients, reading, reading, reading, and when required, making decisions. Years ago it would have included quite a bit of time on a calculator, but thanks to the low cost of computers and software, most of […]
What To Expect From The Fed’s Dots This Wednesday
This week, the FOMC will hike 25bp and a few more Fed officials should signal their comfort with four rates hikes for this year in the dot plot. The Fed is expected to note that risks should remain balanced, with Chair Powell potentially de-emphasizing some of the downside risks – and certainly the mounting trade […]
4 Defensive Stocks To Buy As Trade Tensions Take A New Turn
China reportedly canceled trade talks with the United States and is unlikely to move ahead until after November’s mid-term elections. This has started making investors jittery. The move follows the Trump administration’s announcement of imposing tariffs on $200 billion worth of Chinese goods that come to effect on Sep 24. Senior U.S. officials, led by […]
M&A Activity Needed In The Metals Sector
John Rubino, Founder of DollarCollapse.com joins me today to recap a recent article he wrote highlighting some comments made by Marin Katusa. Marin pointed out that the major companies are in need of resources and to do this they will start acquiring exploration companies. This is correct however we need some bidding wars to start […]
A Look Back At Rising Rate Equity ETFs
With Labor Day barely in our rearview mirrors, it may be a bit premature to sing a chorus of Auld Lang Syne, but a look back to the start of 2018 is still instructive. No doubt the February selloff unnerved stock investors. At least temporarily. The volatility spike was scary, sure enough, but there was an […]
