Brexit Risks Rising
An ill-conceived strategy undermined by mismanagement and bad fortune is increasing the risks that the UK votes to leave the EU in June. Nearly everything that could, has gone wrong for UK Prime Minister Cameron. While many investors have anticipated the UK would remain in the EU, the increased risks will likely weigh on […]
Copying Japan: The Big Banks Confess
Back at the end of 2008, Western central banks (led by the Federal Reserve) embarked upon the most radical, extreme, and simply insane monetary policies ever contemplated in our modern economic era as a supposed response to the Crash of ‘08. Zero-percent interest rates. “Quantitative easing.” Hyper-inflationary levels of money printing. Many readers may not fully […]
The FTSE 100 Trades Softer
The FTSE 100 (FXCM: UK100) is lower by 0.50% at the time for writing, a decline which is partially fueled by the news of terrorist attacks in Brussels. Strategists said to Bloomberg news that the likelihood of a Brexit could increase following these attacks. Several German economic data reports have been published this morning and they have all […]
E What’s Wrong With Money? The Biggest Bubble Of All
I’m very pleased with my new book, What’s Wrong With Money? The Biggest Bubble of All, which was published this month by John Wiley & Sons. I am also pleased that TalkMarkets has asked to publish this small snippet, from the start of Part III of the book. What’s Wrong With Money? is about, at its root, the structure […]
Red Hat Is Counting On These 2 Factors To Boost Earnings
Photo Credit:Jared Smith Red Hat, Inc. (RHT) Information Technology – Software | Reports March 22, After Market Closes In the past few years, cloud computing has been one of the fastest growing industries, dominated by large name companies in Amazon, Microsoft and Google. However, even smaller names, Red Hat being one of them, are getting a […]
Buy Or Sell Intel Corp. (INTC)?
Intel Corp (INTC) is currently trading at $32.30 per share with a market capitalization of $151.07 billion. The stock paid a dividend of $0.26, with a dividend yield of 3.30% and a price/earnings ratio of 13.73. Intel Corporation (INTC) is one of the world’s premier manufacturers of digital tech platforms, operating through CCG (Client Computing Group), […]
E Large Cap Best & Worst Report – March 22, 2016
The best large cap sectors are industrial goods and utilities. The highest scoring large cap industry is scientific & technical instruments. The average large cap score is 65.85 and that’s above the four week moving average score of 62.23. The average large cap stock in our universe is trading -19.59% below its 52 week high, […]
Great Graphic: 10-Year Break-Evens And Oil
Until last September, the Federal Reserve seems to play down the market-based measures of inflation expectations, preferring the surveys that showed views were anchored. At the September 2015 FOMC meeting where the Fed had been expected to tighten until the August turmoil, officials cited among other considerations, the decline in market-based measures of inflation expectations. […]
Transports- Red Hot Of Late, Making Breakout Attempt
Starting almost a year ago, Transportation stocks started falling harder than the broad markets. (See table directly below). As you can see in the table above, the Transportation Index ETF (IYT) was much weaker than the broad markets from 3/23/15 until 1/20/16, falling in price almost three times as much as the S&P over this time frame. […]
