Biggest Bubble Ever? 2017 Recapped In 15 Bullet Points
Yesterday we presented readers with one of the most pessimistic, if not outright apocalyptic, 2018 year previews, courtesy of BofA’s chief investment, Michael Hartnett who warned that in addition to the bursting of the bond bubble in the first half of the year, the stock market could see a 1987-like flash crash, potentially followed by a […]
As Cheap As It Is, Singapore Fails To Draw Interest
Four Pillars of GDP: Export-driven economy Singapore’s GDP has been growing at a slow pace of late, 2.4% over the last four quarters. Exports have been the main contributor to GDP growth, but private consumption has created a headwind against overall growth. Cheap PE, high dividend yield Singapore remains relatively cheap, considering its price-to-earnings (PE) […]
Stocks Going Ex Dividend The Fifth Week Of November 2017
Here is our latest update on the stock trading technique called ‘Buying Dividends,’ also commonly referred to as ‘Dividend Capture.’ This is the process of buying stocks before the ex dividend date and selling the stock shortly after the ex date at about the same price, yet still being entitled to the dividend. This technique generally works only […]
Bi-Weekly Economic Review: A Whirlwind Of Data
The economic data of the last two weeks was generally better than expected, the Citigroup Economic Surprise index near the highs of the year. Still, as I’ve warned repeatedly over the last few years, better than expected should not be confused with good. We go through mini-cycles all the time, the economy ebbing and flowing […]
Treasury Yield Spotlight: How Much Have Yields Risen From 1 Year Ago?
Are U.S. Treasury yields up or down from a year ago? The answer is yes: Both. Reader David asks “Are we in a recession? According to the yield curve we might already be. I’m in Cleveland so it is hard to tell since we’ve been in a recession since about 1998.” Daily Treasury Yields 2013 […]
USD/CAD Daily Analysis – Wednesday, November 22
USD/CAD stays above a rising trend line on the 4-hour chart and remains in the short term uptrend from 1.2666. As long as the trend line support holds, the uptrend could be expected to continue and next target would be at 1.2916 previous high. On the downside, a clear break below the trend line could […]
Yellen Worried About Inflation – Will The Dollar Fall?
Fed Chair Janet Yellen may be on her way out, but she still has her say and her words may also reflect the thoughts of her successor Jerome Powell. Speaking in New York, Yellen said that inflation may NOT be transitory. This is yet another gradual change in her approach. Earlier in the year, she did insist […]
How The Net Dies
DOW + 160 = 23,590 (Record)SPX + 16 = 2599 (Record) NAS + 71 = 6862 (Record0 RUT + 15 = 1518 (Record) 10 Y – .01 = 2.36% OIL + .70 = 57.12 GOLD + 4.00 = 1281.00 Cryptocurrency Number of Currencies: 914 Total Market Cap: $241,204,261,304 24H Volume: $8,939,291,607 Top Cryptocurrencies Name […]
When Tail Risk Isn’t Tail Risk
Half of the battle in portfolio management is wading through the sea of BS narratives that we are bombarded with on a daily basis. Knowing which narratives to avoid can be even more important than knowing which narratives are actually useful. Many of the stories I write here involve me thinking out loud about much […]
Sensex Trades In Green; Realty Stocks Top Gainers
After opening the day marginally higher, share markets in India witnessed volatile trading activity and are presently trading in green. Sectoral indices are trading on a mixed note, with stocks in the realty sector and stocks in the auto sector witnessing maximum buying interest. While stocks in the metals sector are leading the losses. The BSE Sensex is trading up by 95 points (up 0.3%) […]
