What New Economic Recovery?
The rise of the ‘dollar store business model’ caters to a disappearing ‘middle class’ who are incurring shrinking incomes. This has made ‘dollar stores’ prosper, in the last decade. Dollar stores, for most Americans, have carried an odd sort of stigma. In the past, these stores were seen as shopping for the poor, only. We […]
Ford Reports March U.S. Sales Up 8% To 254,711 Vehicles
Ford Motor Company (F) sold 254,711 vehicles in the U.S. in March – an 8 percent gain versus a year ago – while first quarter sales of 645,626 vehicles were up 9 percent. This represents the company’s best sales performance for March and first quarter since 2006. Total Ford brand SUVs are off to their best […]
The Double Edged Sword Of Trend Following ETFs
I’ve always been a big proponent of following the major trends in the market to serve as guideposts for sizing the stock allocation of my portfolio.Trend lines like the infamous 200-day moving average have never been a perfect predictor of stock market direction.However, using these types of technical indicators can serve as a useful tool for […]
Logical Investment Outlook – April 2016
Market comment: March has been a very busy month for central bankers. Nine of them moved to further cut interest rates. Negative interest rate policy (NIRP) is now a reality in Japan, the E.U., Switzerland, Denmark and Sweden. This month the ECB expanded its asset purchase program to include non-financial corporate bonds. In the U.S, NIPR is becoming […]
Two Investing Habits Losing You Money – And How To Fix Them
I have the opportunities to talk to a lot of individual investors. I am a regular, invited presenter at various investor conferences, and I frequently answer email questions from my newsletter subscribers. From these interactions, I have learned that the two hardest things for investors to do is to buy shares when the market is […]
Week In Review: Deals Dominate China Biopharma News
Deals and Financings Luye Group, the parent of Luye Pharma (HK: 2186), is bidding to acquire Ethypharm, a privately held French pharma, at a price that could be as much as $800-$900 million (see story). Luye faces competition on several fronts for control of Ethypharm, which is currently owned by PE firm Astorg Partners. Other investment […]
Dollar Cast Adrift By Yellen, Looking For A Spark To Reignite A Trend
Fundamental Forecast for Dollar: Neutral Persistent NFPs and labor data this past week was defused by Janet Yellen’s cautious tone in her forecast speech A meeting with Janet Yellen and former Fed heads Bernanke, Greenspan and Volker may provide key insight See our 2Q forecasts for the US Dollar and market benchmarks on the DailyFX Trading Guides […]
Homebuilder Industry Stock Outlook – April 2016
After a good run in 2015 — possibly the best since 2007 when the housing recession had set in — the housing market had a shakier start this year. The relentless drop in oil prices, China growth worries, sluggishness in other emerging markets like Brazil and Russia, and slowing growth in Japan and Europe, slumping […]
Red Dragon Awakes: Chinese Equities On The Move
It’s no secret that Emerging Markets have been outperforming U.S. Equities since mid-January. We get it, the financial media loves to look at U.S. equities. That’s their problem. We aren’t myopic. Instead, we like to look globally across all asset classes to find opportunities. Why would we ever want to limit ourselves? There is so […]
