Rising Rates And MLPs: Not What You Think
Five years ago my book Bonds Are Not Forever; The Crisis Facing Fixed Income Investors argued that interest rates were likely to stay lower for longer. Excessive debt led to the 2008 Financial Crisis, and our thinking was that low rates were part of the necessary healing process, allowing the burden of debt to be managed down. […]
CES 2018: Where Should You Invest Now?
Every year we cover the Consumer Electronic Show (CES), aka the biggest tech show on earth. And this year it’s no different. The 2018 CES show has just wrapped up in Las Vegas. The world’s biggest and smallest tech companies (bar Apple) have now unveiled all their hottest and most futuristic products. Much of the […]
Forex Forecast: Pairs In Focus – Jan. 14
The difference between success and failure in Forex trading is very likely to depend upon which currency pairs you choose to trade each week, and not on the exact trading methods you might use to determine trade entries and exits. Each week I am going to analyze fundamentals, sentiment and technical positions in order to […]
Natixis Launches Short-Duration Income ETF
Natixis has launched a new fund in late December, focused on providing exposure to the short duration money market space. Natixis Short Duration Income ETF LSST seeks to track the yield and performance, before fees and expenses, of the Bloomberg Barclays US Government/Credit 1-3 Year Index. The index is designed to provide exposure to short-duration credit securities. […]
Dividend Growth Portfolio 2017 Year-End Letter To Investors
For the full-year 2017, the Dividend Growth portfolio returned 8.5%, trailing the S&P 500’s 19.4% by a wide margin [returns figures calculated by Interactive Brokers]. While I probably shouldn’t consider an 8.5% annual return a “failure,” it’s certainly frustrating to me to trail my benchmark like this. So, we’re going to take a long, hard look at […]
US Dollar At The Mercy Of External Monetary Policy Trends
Fundamental Forecast for the US Dollar: Neutral US Dollar continues to suffer even as Fed rate outlook seemingly improves Selloff may reflect rush to participate as new tightening cycles get underway BOC rate decision, UK CPI and Australian jobs data in the spotlight ahead The US Dollar is starting 2018 much as it did the previous year, […]
Assuming You’re Inexplicably Inclined To Waste Time Picking Stocks, Here Are Some Ideas From Goldman
Now, we have seen a total reversal with people having a hard time even imagining how the market could decline. We must admit the speed and relentlessness of the move is a bit troubling. That’s from a Morgan Stanley note out last Monday and it underscores the extent to which the psychology around equities has […]
Weekly Economic & Political Timeline – Jan. 14
This week will see a heavier news agenda than last week, with the key items coming from the Canadian central bank, plus key economic data releases from China, Australia, and the U.K. There is little regarding the U.S. Dollar due. The market will probably be most active on Wednesday and Thursday. U.S. Dollar It will […]
USD/CAD Weekly Analysis – January 14, 2018
USD/CAD’s fall from 1.2920 extended to as low as 1.2355. Further decline is still possible after consolidation and next target would be at 1.2061 previous low support. Near term support is at 1.2355, a breakdown below this level could signal resumption of the downtrend. Near term resistance is at 1.2680, only a break above this […]
