Three Big Events On The Calendar This Week
Podcast: Play in new window | Play in new window (Duration: 13:15 — 7.6MB) DOW – 5 = 21,408 SPX + 2 = 2427 NAS + 23 = 6176 RUT – 7 = 1408 10 Y – .02 = 2.37% OIL + .09 = 44.49 GOLD + 1.90 = 1215.10 GOLD – 12.80 = 1213.20 BITCOIN – 0.60% = […]
Wages, Inflation & Retail Sales
“Davidson” submits: For 8yrs part of the conversation has centered around a weak recovery and weak Hourly Wage Growth. To paraphrase: “If only we had higher wages we would have a better economy and the world would be better off.” The same talk flooded the media today with the higher than expected employment levels. The problem […]
World Markets Update – Monday, July 10
All eight indexes on our world watch list have posted gains for 2017 through July 10. The top performer thus far is India’s BSE SENSEX with a gain of 19.11%, followed by China’s Hang Seng not far behind at 15.91%. In third is our own S&P 500 with 8.42%.. The Last Four Weeks The tables […]
Can I Safely Withdraw Principal In Retirement?
As a cross-border financial advisor, one question I hear nearly every day is, “Can I afford to withdraw my principal in retirement?” For most of my clients, the short answer is, yes, but it is important to know how much and from which accounts you can dip into your principal. WHEN WITHDRAWAL IS PART OF […]
Q2 2017 Review: Markets Focus On Corporate Growth, Not Politics
While media remains fixated on the White House, the markets during Q2 were more attuned to corporate results and central bank activity. Investors saw solid gains and a smooth ride with the S&P returning 3.1% for the quarter – it was never up or down more than 2% in any of the three months. International […]
Hot Options Report: End Of Day – Monday, July 10
Most active equity options and strikes for the end of day, July 10, 2017
VVIX Signals Trouble Ahead Amid Retail Rout, Bond-Buying, & Gold Gains
Ignore the rout in retail, focus on FANG… and hope for some dovish cooing from Yellen… Expectations for higher VIX uncertainty (VVIX – VIX of VIX) are at their highest relative to VIX since Dec 2006… h/t @Schuldensuehner Which just happened to mark the beginning of the end of the great moderation and the start of chaos […]
The Case-Shiller Home Price Indices – How Cities Have Recovered Since The Housing Crisis
We discuss some of the Methodology of the Case-Shiller Home Price Index in this Housing Market video, and then go over 20 cities and compare and contrast how each has fared since the Housing Market Crash. Seattle, Portland, Dallas and Denver are some really hot Housing Markets. Las Vegas still has a long way to […]
EC The Pros And Cons Of The Dividend Discount Model
There has been much said about investing and how to accurately value a particular stock or other asset. Plenty of theories exist as to how to determine the real value of an investment today. There are few models as popular as the dividend discount model (DDM) though, and this alone warrants a review of the pros and […]
The Bernanke-Yellen Bubble-Depression
In a recent article I advocated for a new way of naming business cycles. The new approach emphasizes the cause rather than the effect. So instead of the “housing bubble” and “financial crisis,” we should refer to the Greenspan-Bernanke Crisis. Here we will turn our attention to the current situation. The current economy is a […]
