U.S. Equities Going Nowhere Fast… Still
U.S. equities investors haven’t been able to make much headway in their investments over the last year or so, with the last three months being especially tumultuous, but is that going to change anytime soon? Deutsche Bank strategists say this stretch during which U.S. equities have remained range-bound has been “unusually long” for any growth asset […]
Dressing Up Your Dividend Portfolio
Investing In Infant’s And Children’s Clothing Dividend Stocks With baby DivHut being born last March I seem to have taken an interest in featuring his own dividend growth portfolio along with other baby related posts this month. Last week I wrote a blog post describing various dividend paying baby formula stocks that exist and now I’d like to do an overview, […]
The Dollar Is Having A Reasonably Good Friday
The holiday shutters most markets today. Several Asian markets were open, and equities were narrowly mixed, with Japan and China posting small gains. Most of the other local markets, including Australia, Korea and Taiwan slipped. The US dollar is trading with a firmer bias, but mostly, as one would expect, within yesterday’s ranges. Three observations are […]
The Missing Link
The most important fundamental driver of the gold market that hasn’t yet begun to move in a gold-bullish direction is the US yield curve, represented on the following chart by the 10yr-2yr yield spread. The yield curve is bullish for gold when it is getting steeper, as indicated by a rising 10yr-2yr yield spread (a […]
How To Avoid The Problem Of Short-Termism
If I had to pinpoint the biggest problem for most asset allocators I would probably say short-termism. Short-termism is the tendency to judge financial markets in periods that are so short that it results in higher fees, higher taxes and lower average performance. We’ve become accustomed to judging the financial markets in quarterly or annual periods […]
Economists Increasingly Worried About People Having Too Much Cash
Economists are worried. That’s their second favorite pastime. Their favorite pastime? Making bad economic predictions. The big worry right now in Japan is that cash is piling up in record amounts. No one wants to spend it: Not corporations, not individuals. Given the massive amount of Japanese government debt, highest in the developed world, economists […]
Bear Market Rally?
The rally in the stock market has extended to new recovery highs in March and some are now calling this a bear market rally. I look at some of the top technical and fundamental reasons the market is behaving the way it is. Charts include: large cap stocks, technology stocks, high yield bonds, tips, U.S. […]
US Oil Ends Week Down 5%
Oil prices were down slightly on Thursday, posting their first weekly loss in over a month, under pressure from record high U.S. stockpiles, a strong dollar and weakening equity markets. Despite the stumble, oil prices remain about 50 percent higher from multi-year lows hit in January from glut worries. The declining U.S. oil output and […]
Fragile Five ETFs Not At All Fragile This Year ?
The policy tightening in the U.S. has always been a concern for the emerging market bloc. As we already know, taper talks roiled the emerging markets in 2013 and then kept on disturbing the league occasionally as and when rate hike fears cropped up. This along with the upheaval in the second-largest emerging market economy, […]
