Category Archive: Finance, No picture
Full-Blown Trade War Would Crash The Global Economy
Richard Duncan, writer and publisher at Macro Watch, warned on FS Insider that a full-blown trade war between the US and China would lead to a spike in inflation, interest rates, and, if pushed too far, a cratering of the global economy into another Great Depression. Sound sensational? Here’s what he had to say… China Vulnerable, […]
It’s The Debt Cycle (And Other Things)
The debt cycle, tariffs, and central bank hubris have created the conditions for a spectacular unwind of risk assets. Yesterday in Turkey: Lira Bulls and Bears Duke it Out On Twitter I asked, “Is there a bullish case for the Lira? One person thinks so. Most think otherwise.” I intended to do a follow-up post today, but […]
Understanding Market Timing And How To Profit From It
There is money to be made in the stock market. How you go about investing, however, is totally up to you. Some investors are buy and hold types. This means they buy a stock, mutual fund or ETF and hold it for the long term. Other investors believe in market timing. Their goal is to capitalize […]
The Story Of Cannabis: What Investors Need To Know
It’s not often that a multi-billion dollar industry appears out of nowhere. Despite the fact that the first-recorded cannabis use by humans was from as far back as 6,000 years ago, the emerging cannabis market remains a challenging enigma for most investors to wrap their heads around. The opportunity is there, but there are few […]
Eurodollar University: The Necessity Of The Redistribution Function
In February 2015, a 109-car CSX train derailed near Mount Carbon in West Virginia. The fire the derailment sparked was so massive that firefighters could only stand by and watch it burn itself out. That took just about a week. The reason was the train’s cargo, about 3 million gallons of North Dakota crude oil. […]
The Russell 2000 Pulls A No-Brainer
The lifespan of the largest brain corals is 900 years. Feels like the lifespan of this bull market, no? Last night we wrote, “While we would like to see IWM (Russell’s) clear the ATHs, that pattern of lower highs will negate once this clears 169.76”. And so, Granddad did his thing. IWM cleared that level […]
Deep-Value ETF Report: Slim Pickings After A Long Bull Run
It’s been nearly a decade since the nadir of the global financial crisis. Courtesy of a broad-based upswing for most of the years since, the big picture for picking up assets on the cheap is one of scarcity. In relative terms, bargains can be found, of course. Comparing stocks in emerging markets to US equities, […]
Yield Curve Flattens As Stocks Near Record High
Yield Curve Flattens Again Even though the stock market is within 1% of its record high, the 10-year yield fell 4 basis points to 2.82% on Monday as it is following my prediction. Growth probably won’t get much higher than where it was in Q2 and inflation will decelerate after it peaks in August. The […]
Whose Tightening Is It Anyway?
I suppose it’s only fair. After all, they started it. Earlier in the year, Federal Reserve officials including Chairman Jay Powell suggested it was all Trump’s fault. The abrupt difficulties presented by the dollar were, they said, the result of tax cuts swelling the deficit and thereby threatening capital markets with a “deluge” of Treasury bills […]
Upbeat New Zealand Retail Sales Report To Fuel NZD/USD Rate Rebound
TRADING THE NEWS: NEW ZEALAND RETAIL SALES EX INFLATION Updates to New Zealand’s Retail Sales report may fuel the recent recovery in NZD/USD as household spending is expected to increase by 0.3% versus the 0.1% during the first three months of 2018. Signs of stronger consumption may heighten the appeal of the New Zealand dollar as it […]
