Trump Astride Most Over-Valued Stock Market
President Trump comes back to office amid one of the most over-valued stock markets of all time, even more inflated than at President Hoover’s inauguration months before the Black Tuesday crash of 1929. See WSJ: Make America Cheap Again. The CAPE is just one of a long list of historically prescient indicators ringing alarm bells. Of […]
Stargate, Starlight, What Else Must Shine Bright?
As we see headlines on the spectacular AI infrastructure deal, we also see pushback by Musk doubting the companies involved have the money to put up the first $100 billion let alone $500 billion. This is exactly why we must follow price. Using the calendar ranges, the MAG7 continues to dominate. The chart of MAGA looks good as […]
3 Stocks To Watch Amid The Trump Admin’s $500 Billion AI Push
Image courtesy of 123rf.com A week before the inauguration of Donald Trump as the 47th US President, the Biden admin pushed global export restrictions on advanced AI/GPU chips. Across the board, the semiconductor sector viewed it negatively, with an Nvidia spokesperson calling it “unprecedented and misguided.”It also caused some concern related to the performance of AI stocks. Although […]
The China Problem
↵Image Source: Pexels Resetting trade with China and tackling imbalances has many challenges and economic implications.Video Length: 00:21:36More By This Author:Trump, Uncertainty, And The Markets Fed Missing Inflation Target & Economic RecapBroken Capitalism
AI Buzz Drives Major Indexes To 3rd-Straight Win
All three major indexes logged a third-straight daily win, with the S&P 500 also notching a record high as artificial intelligence (AI) buzz contributed to investor optimism. Today’s pop followed news of President Trump’s plans for AI infrastructure investmentAI infrastructure investment worth around $500 billion. Strong earnings reports also lifted spirits, with more on the docket, including […]
Softs Report – Wednesday, Jan. 22
COTTON General Comments: Cotton was higher yesterday and price trend started to change to up. The US Dollar was weaker and Crude Oil futures have been weaker. Selling has come from news that Trump will impose some big tariffs on China, but the tariffs have not been posted as of yet. China has big problems […]
Rates, Risk And Relative Value
It is clear that the rapid rise of the 10-year U.S. Treasury yield could have significant implications for active bond manager performance, as well as bond market volatility dynamics. But how might this affect the equity market? Another important role of U.S. Treasury yields is to act as a risk-free rate to compare to the market return, the excess […]
12 Attractive Utility Stocks For Income And Growth
Image Source: Pixabay Stocks for Income and Growth Today’s video on the Utility Sector is another in the continuing series of videos where we are looking for value in each of the 11 major sectors as reported by Standard & Poor’s. This particular video is going to be on Utility StocksUtility stocks, like REITs, are best […]
3 Top Notch Dividend Stocks To Hold Forever
Image Source: Pixabay Investors looking for long-term opportunities should take a closer look at dividend growth stocks. Companies that have durable competitive advantages can raise their dividends each year, even during periods of economic recessions.This article will take a look at 3 Dividend Aristocrats that have increased their dividends for at least 25 years, making them […]
Trump Has Painted Himself Into A Corner When It Comes To Tariffs On Canadian Oil Imports
Image source: Pixabay In typical bravado fashion, Trump declared that “We don’t need their oil and gas. We don’t need anything they have“ in reference to Canadian exports. If only that it were true. Starting in the early 1990s, the US has increasing relied upon Canadian oil shipped principally from Alberta into the US heartland. A system […]
