Market To Crash: Dividend Stocks, Energy Stocks, And Bonds
Image Source: Pexels In this video, I cover a ton of different views and outlooks on the markets, such as precious metals, energy, bonds, currencies, and more. I feel we are inching closer to all the markets crashing but the US dollar index.Video Length: 00:18:32More By This Author:The Danger Of Standardized Financial Strategies How To Ride […]
The BEA Revises Gross Domestic Product GDP Higher But Income GDI Lower
Today the Third Estimate of GDP from the BEA is an increase of 3.1 percent at an annualized quarterly rate. GDP The GDP estimate released today is based on more complete source data than were available for the “second” estimate issued last month. In the second estimate, the increase in real GDP was 2.8 percent. The update […]
Up With The Escalator, Down With The Elevator…
The stock market once again confirmed an old stock market adage: ‘up with the escalator, down with the elevator’. For investors, who in their recent state of intoxication expected further interest rate cuts, the relatively aggressive message from Fed Chairman Jay Powell came as a ‘surprise’. We mentioned in Thoughts 46, 48, 49 and again in issue 54 that this interest rate […]
The Yen Weakens As The BoJ Holds
The Bank of Japan held its key interest rate at 0.25% for the third time, in line with a narrow majority of market polls. The decision to keep rates unchanged and dovish comments from Governor Ueda are expected to weaken the JPY further, which will likely lead to a faster rate hike than Ueda’s cautious messages […]
“Healthcare Left For Dead” Stock Market (And Sentiment Results)
First Move, Wrong Move? Well, just when I thought I was done with the article of the week, Chair Powell hosted the Fed Presser and made things interesting!I’ve been doing this for a while and have come out several times after Fed meetings saying, “the first move is often the wrong move.”I think it may […]
The Economy Grew More Than Expected, Helped By Government Spending
The economy grew more than expected in the 3rd quarter, now an annualized $23.4 trillion on an inflation adjusted basis. This was the 3rd and final revision to real Q3 GDP. Q3 real GDP grew 3.1%, which was better than the last estimate of Q3 growth (+2.8%), and Q2’s +3.0% growth. Still slightly below the […]
Diversifying Exceptionalism
Despite recent sharp U.S. market declines after the Federal Reserve signaled fewer than expected rate cuts, much of recent year-end market commentary has been focused on U.S. exceptionalism and the divergence of U.S. equities compared to the rest of the world. The S&P 500® was up 24.8% YTD through Dec. 18, 2024, reaching 57 all-time closing highs so far this year, propelled […]
Is Tesla’s Narrative-Driven Valuation Temporary?
Image courtesy of 123rf.com Last Tuesday, we charted the main drivers behind this year’s price moves for TSLA stock. Alongside Musk’s pay package (recently rescinded again) and tariffs against Chinese EVs, it is clear that Donald Trump’s election victory boosted TSLA shares the most. In early October, just prior to Robotaxi Day, which failed to generate much excitement, TSLA stock […]
U.S. Dollar Is Coming Into Resistance As Expected
Image Source: Pixabay U.S. Dollar Index with ticker DXY is in a massive recovery and it’s unfolding a five-wave bullish cycle within higher degree wave (C) of a larger (A)(B)(C) correction as expected. We talked a lot about that in the past month, we also shared a tweet, when we spotted wave 4 correction within uptrend […]
Fed Keeps The Party Going With Rate Cut But Threatens To Cool The Shindig Down
Image source: Wikipedia Daddy poured more punch into the punch bowl even as he threatened to cool the party down. Whether Papa Powell follows through on the threat remains to be seen.The Federal Reserve delivered another interest rate cut at its December meeting, trimming the federal funds rate 25 basis points to between 4.25 and 4.5 […]
