Huge Negative Revision Of $91.8 Billion To Second-Quarter Private Wages
Chart Notes Gross Domestic Product (GDP) and Gross Domestic Income (GDI) are two measures of the same thing. Income should match products sold, and does over time. But the discrepancies since Covid have been on the wild side. Real Final Sales is the bottom-line estimate of GDP. The rest is inventory adjustment that nets to […]
Duration And Maturity – What Are The Differences And How Can They Be Used By Investors?
Image Source: Pixabay Bond investors often talk about duration and maturity of bonds when evaluating a single bond or a bond portfolio. Generally speaking, duration and maturity are two key concepts in bond investing which refer to different aspects of a bond’s timeline and sensitivity to interest rate changes. With regard to this, it is worthwhile […]
Consumer Price Index – October 2024
Image Source: Pexels Consumer Price Index as taken from the Bureau of Labor Statistics. I have done “nothing” to alter this report. This was not a bad report. People are reacting to past issues with pricing and costs. Unless Trump is bluffing with his tariff’s threats, I would expect some major increases in prices and costs […]
Silver To US$40 In 2025, Then Blow-Off Top In 2026?
Image Source: Pixabay David Morgan shares his outlook for silver in 2025 and beyond, saying that the white metal may reach US$40 per ounce in 2025, with the possibility of a blow-off top in 2026 or so.He also discusses his ongoing concerns about central bank digital currencies (CBDCs), both in the US and globally.Video Length: 00:23:23More […]
10 Worst Performing Large-Caps Last 12 Months
Image Source: Pexels Over the past twelve months ten Large-Cap stocks have underperformed all others. Here’s this week’s top 10 worst performing Large-Caps in the last twelve months: Name 1 Year Price Returns (Daily) Walgreens Boots Alliance (WBA) -53.01% Moderna (MRNA) -45.62% Celanese (CE) -44.52% Intel (INTC) -44.22% Humana (HUM) -41.69% Dollar Tree (DLTR) -40.64% Dollar […]
Is The United States Considering A Gold-Backed Treasury Instrument?
Image source: Pixabay Some interesting coincidences… “We are going to have to have some kind of a grand global economic reordering.” Scott Bessent, the incoming Treasury Secretary, is stepping into the spotlight to manage the monumental task of selling trillions in U.S. government bonds.Japan has been grappling with a dramatic currency crisis, prompting the government to intervene […]
The Top 10 Dividend Kings You’ve Never Heard Of
Image Source: Pixabay The Dividend Kings are the best-of-the-best in dividend longevity.What is a Dividend King? A stock with 50 or more consecutive years of dividend increases.The Dividend Kings list includes several mega-cap stocks that have enormous businesses, such as Walmart Inc. (WMT) and Coca-Cola (KO).But there are also smaller companies that have generated strong shareholder returns, and have increased their […]
Navigating Market Cycles: From Bulls To Nvidia – AI Edition
Painting is by my father, Naum Katsenelson. Prints available on Naum Katsenelson. Buckle up! Over the next few weeks, I’m embarking on something I’ve never done before—I’ve enlisted AI to inform, educate, and maybe even entertain you.I took several essays I wrote and asked my bestie AI to transform them into a radio show-style conversation between two […]
How The Improvement Of Sustainability Data Enables A More Robust S&P/BMV Total Mexico ESG Index
In partnership with Bolsa Mexicana de Valores (BMV Group), S&P Dow Jones Indices (S&P DJI) launched the S&P/BMV Total Mexico ESG Index in June 2020, providing investors an opportunity to express their views on Mexican equities with a sustainability lens. The index is designed to measure the performance of stocks within the S&P/BMV Total Mexico Index that […]
“Turkey Or Goose?” Stock Market (And Sentiment Results)
On Tuesday, I had the pleasure to join the great Stuart Varney on Fox Business’ “Varney & Co”. In this segment we discussed tariffs on Canada, Mexico and China as well as one of our holdings. Thanks to Christian Dagger, Preston Mizell and Stuart for having me on.Here is the data I was referencing while […]
