Photo credit: Michael Dales I tend to run a fairly concentrated portfolio at Sizemore Capital. My Dividend Growth portfolio – which is an income-focused long-only strategy – will generally have...
The headline Establishment Survey number disappointed at just 151k in January. The figure does not represent the actual amount of jobs gained, of course, since employment in January is typically about...
With faith in “growth” faltering and the momo leaders rolling over… JPMorgan warns there are still worries for the bears in the intermediate term… For the SPX overall the ce...
Chinese markets will be closed next week for the Lunar New Year celebration. However, over the weekend, China will report its January reserve figures. The market suspects that the PBOC burnt through ...
With the mainstream media going gaga over the headline unemployment rate of 4.9%, let’s put a spotlight on actual employment with a focus on those aged 25-54. Age group 25-54 ought to be out of scho...
It pays, in many ways, to keep things simple. You know, the more I think about exchange-traded notes, the more I tend to dislike them. Oh, don’t get me wrong, there are some decent products out ther...
S&P 500 tops in 2000 and 2007 took place 91 one months apart. Did another top take place 91 months after the 2007 top. So far it looks very possible. If you double that time frame, you get 182 mon...
Oil prices have collapsed from highs of ~$120 per barrel to lows of ~$30 per barrel. Source: Finviz Tumbling oil prices have caused real problems for the oil industry. Marginal oil companies are faci...
It is quite uncommon to see the US dollar rising across the board on a significantly worse than expected Non-Farm Payrolls. Jobs advanced by 151K, worse than 190K expected and well below the average...
Official recession calls are the responsibility of the NBER Business Cycle Dating Committee, which is understandably vague about the specific indicators on which they base their decisions. This commi...