-
1. Interest Rates Spike on Fears of Rising Debt & Inflation 2. Global Investors Dumping Bonds & Reaching For Stocks 3. Concerns Over Bonds & Inflation May be Early & Overblown 4. Investors Searching For Yield – Look to Alternative Investments Interest Rates Spike on Fears of Rising...
-
Historically speaking, the US stock markets (ie – Wall Street) have reliably favored Republicans in presidential elections, but this year looks different. In fact, in almost every case back to 1880, US equity markets have risen when Republicans win presidential elections and fallen when Democrats win...
-
1. GDP Grew a Disappointing 1.2% in 2Q, Only 1.0% in First Half 2. Uncertainty, Over-Regulation Drive Business Investment Down 3. House GOP’s “Better Way Agenda” – A Good Start at Reform 4. How the Fed is Likely to React to Disappointing GDP Report 5. New Hillary Scandal –...
-
It should come as no surprise that credit spreads are shrinking between what in theory are risk-free investments and other investments. Retirees and other investors are reaching farther and farther for yield, piling into all sorts of increasingly risky investments. My friend Danielle DiMartino Booth...
-
Introduction In my business, I read a lot more than the average American, in large part due to my “speed-reading” training in college. Most of what I read is about the economy, markets, financial matters, world events and yes, politics among other topics. I especially enjoy reading well-written...
-
IN THIS ISSUE: 1. Stocks At Record High, Treasuries at Record Low – Why? 2. Investors Typically Don’t Buy Bonds & Stocks at the Same Time 3. We Often Forget How Huge the US Economy Really Is 4. Certain Investments Available Only to “Accredited Investors” Stocks at Record High...
-
IN THIS ISSUE: 1. Huge Capital Outflows From Emerging Nations Continue 2. Sovereign Wealth Funds Cut Allocations to Emerging Nations 3. “HANDING DOWN YOUR LEGACY” – A Special Gift For You Huge Capital Outflows From Emerging Nations Continue If you are wondering why the global economy...
-
Simple Math, Hard Answers Drowning in Oil Third-Order Effects Coup de Grâce? Cayman Islands and Home “We aren’t addicted to oil, but our cars are.” – James Woolsey “The greatest asset, even in this country, is not oil and gas. It’s integrity.” – George...
-
IN THIS ISSUE: 1. 4Q GDP Up Only 0.7% – Economy Started and Ended Weak 2. A Controversy Over GDP Growth Rate For All of 2015 3. Orders For Durable Goods Plunged Lower in December 4. Sub-3% GDP Growth: A Lost Decade For the US Economy 5. What We Could Do to Stimulate the Economy Now 6. Special Report...
-
IN THIS ISSUE: 1. The Case For a Global Recession in 2016 2. European Sovereign Debt Crisis is Worsening 3. The Growing Case For a US Recession in 2016 4. Hulbert Predicts Stock Plunge Will End Soon Overview The first half of January 2016 has been the worst New Year’s opening for the US stock markets...
-
IN THIS ISSUE: 1. December Jobs Report Was Stronger Than Expected 2. Yet Some Bad News in the Very Good Jobs Report 3. US Stocks Plunge the Most on Record Last Week 4. China’s Massive $4 Trillion in Reserves is Dropping Fast 5. Crude Oil Price Hits 12-Year Low, Down 10% Last Week Overview In the...
-
Stocks are off to a frightening start in 2016, with the US major indexes plunging as much as 3% during the opening session on Monday alone and even more in some overseas markets. The Dow briefly fell over 400 points to below 17,000 on Monday and closed well below it on Wednesday. The S&P 500 dipped...
-
IN THIS ISSUE: 1. Economy is Improving But Most Americans Are Pessimistic 2. How Can This Be When Consumer Confidence is Way Up? 3. Conclusions: Most Americans Fear We’re Headed For Trouble 4. A Fed Rate Hike in December? – Here We Go Again & Again Overview Today we tackle several issues...
-
I remember the first time I walked into Henry Blodget’s new startup, Business Insider, back in 2009. Twelve fresh-faced kids were crammed into a room about the size of my bedroom, pounding away on laptops, creating a new destination website. He took me over to a corner; we sat down in front of...
-
IN THIS ISSUE: 1. 2Q GDP Came in Much Stronger Than Expected 2. Stocks Fall Off a Cliff in Late August – Now What? 3. Options 101: How to Use Them to Your Advantage 4. Introducing ZEGA Financial’s High Probability Options Strategy 5. Why Option Selling (Writing) Can Be So Attractive Overview...