Kurt Osterberg

Browsing All Posts By Kurt Osterberg

Finance 0
Signs Of Something, Just Not Wage Acceleration

I have been writing for many years that they really don’t know what they are doing. I only wish it was that simple. There has been developing another layer or dimension to that condition, a second d...
On June 2, 2017 / By Kurt Osterberg
Finance 0
Trade Deficit Widens: Cascade Of Bad News Accelerates, Trump Will Howl

The International Trade in Goods and Services report shows the trade deficit widened to $47.6 billion in April from $45.3 billion in March. The April deficit was greater than any Econoday economis...
On June 2, 2017 / By Kurt Osterberg
Finance 0
When Ugly Stocks Make For Great Investments

Unless you’ve been living under a rock, you know that retail stocks have been getting pounded in 2017. Just in the last couple of days, the stocks of Michael Kors (KORS) and Express, Inc. (EXPR) ha...
On June 2, 2017 / By Kurt Osterberg
Finance 0
Why I Prefer Startups To Stocks

Benjamin Graham, widely considered the father of value investing, once said, “In the short run, the market is a voting machine, but in the long run, it is a weighing machine.” In other words, over...
On June 2, 2017 / By Kurt Osterberg
Finance 0
Chart: Where Is Global Growth Happening?

According to forecasts from earlier this year by the World Bank, the global economy is expected to average a Real GDP growth rate of 2.8% between 2017-2019. But where will this growth actually happen?...
On June 2, 2017 / By Kurt Osterberg
Finance 0
RBC Warns Equity Markets Have Entered The ‘FOMO’ Stage

It’s risk-parity heaven right now, notes RBC’s head of cross-asset strategy Charlie McElligott, with global equities (developed and EM) AND fixed-income all continuing their torrid rallies, bu...
On June 2, 2017 / By Kurt Osterberg
Finance 0
Economic Data Calls For June 5, 2017

Here’s what we are looking for in Monday’s economic reports (June 5, 2017). 1. AU PMI Services (19:30 NY Time) — Bearish AUD — Potential for downside surprise given Sharp drop in PMI M...
On June 2, 2017 / By Kurt Osterberg
Finance 0
Ray Of Hope

I’m starting to see a few rays of hope from various measures of breadth that could provide the fuel for a broad based rally. The first comes from the Russell 2000 Index (RUT). It finally looks like...
On June 2, 2017 / By Kurt Osterberg
Finance 0
Tanger Factory Outlet Centers: A Beaten-Down, High-Yield REIT Paying Safe Dividends

Real Estate Investment Trusts (REITs) are an appealing way for income investors to benefit from rental properties without any of the liquidity or landlord hassles that come with actually owning physic...
On June 2, 2017 / By Kurt Osterberg
Finance 0
Emerging Markets: What Has Changed Lately

(from my colleague Dr. Win Thin) The Indonesian cabinet is discussing revisions to the 2017 state budget. The Thai central bank plans to reform some FX rules. South African President Zuma survived the...
On June 2, 2017 / By Kurt Osterberg