Category Archive: Finance, No picture
Core Bond Funds See 21 Straight Weeks Of Inflows
Image Source: Unsplash During LSEG Lipper’s fund-flows week that ended March 27, 2024, investors were overall net redeemers of fund assets (including both conventional funds and ETFs) for the second straight week, removing a net $7.5 billion.Taxable bond funds (+$3.1 billion, +0.57%), equity funds (+$2.0 billion, +0.69%), and tax-exempt bond funds (+$447 million, -0.06%) attracted weekly […]
March Recap: Conservative “Cannabis” Stocks Up 7%
Photo by Jason Briscoe on Unsplash The 5 tobacco, beer, and distiller/vintner companies with major investments in the cannabis sector, constituents in the munKNEE Conservative “Cannabis” Stocks Index, are ranked below as to their performances in March, in descending order, and YTD: Conservative “Cannabis” Stocks Index Constellation Brands (STZ): UP 9.4% in March; UP 12.4% YTD has a 39% stake in Canopy […]
Complacency, Inflation, And Time For A Hedge
Image Source: Pexels— Inflation in-line but not dead — anemic volume at the end of the quarter — NVDA and tech squeeze full-stop — XLK under performs INTC, AAPL, TSLA — correlation higher — financials and energy — watching retail — time to hedgeSPX Expected Move — — last week — 54.11 (4–day expected move) — […]
How Much Trust Do You Have In Your Stock Portfolio
Image Source: Pexels What is keeping individual investors wary of the stock market? It is not valuation, liquidity, or profits. In many cases, it is a lack of trust in both the financial industry and in the ethical actions of public company leadership and decision-making. Now fifteen+ years past the 2008 financial crisis, little has changed […]
Big Moves Up In Gold Heading Into Easter Weekend
Image Source: Unsplash We’re seeing another big move in the gold market. The monetary metal reached a new record high on Thursday to close out this holiday-shortened trading week. Gold finished the week, the month, and the quarter on a high note at $2,243 an ounce, gaining 3.1% since last Friday’s close.Silver, however, isn’t quite matching […]
How To Profit From This Decade’s Crackdown Knockout Stocks
Image Source: Unsplash Every decade has its investment themes…Where investors pile money into one group of stocks until they reach an absurd amount of over-investment then they go kablooey.In the 60’s, it was the Nifty Fifties.In the 70’s, it was gold and oil prices.In the 80’s, Japan boomed.In the 90’s, the Nasdaq soared from American tech innovators.In […]
Cummins Stock Price Forecast: Firing On All Cylinders
Image Source: Pexels Cummins (NYSE: CMI) stock price has silently surged to a record high, joining other industrial giants like Emerson Electric, Rolls-Royce, and Illinois Tool Works. It has jumped for three straight weeks, reaching a record high of $295. It is up by 88% in the past five years and by 22% this year. Business is still growing Cummins […]
The Hot PCE Report Shatters The Disinflation Narrative
Image Source: Pexels The PCE report showed that 3 and 6-month annualized inflation rates continued to accelerate in February.Video Length: 00:05:28More By This Author:0-DTE Mania Drives Stocks Higher On March 27, 2024 Stocks Rally Sharply On Bullish Options Flows $5 Billion Sell Imbalance Sinks Stocks On March 26, 2024
Comments On Asset Prices And Inflation Targeting
Image Source: Pexels Even if one believes that asset price increases represent inflation, the general reaction among North American central bankers would be to think you are crazy if you think asset prices should be included within an inflation target mandate. (I am less sure about the reaction of Continental European central bankers.) Although they might accept that […]
Fiscal Collapse Accelerates
In case you thought anybody in Washington was driving this thing, they are not. It’s official: the Department of Treasury is now issuing debt at pandemic levels. It’s worth noting the pandemic record was double the previous record, which had stood for 231 years.In raw numbers, the latest numbers for Q4 2023 show Treasury issued $7 […]
