In July 2015 I wrote about an unusual occurrence in markets: the fear of bonds seemed to be higher than the fear of stocks. In the piece, I argued why this fear was irrational despite the likely lo...
In this past weekend’s newsletter, I discussed that the markets finally got a bounce as Mario Draghi announced the potential for more QE. To wit: “Furthermore, with the markets VERY oversold cur...
Economists had noticed by the mid-1970’s that what they thought were steady money relationships with the economy had broken down. This divergence was not slight; how could it be given that the era s...
Photo Credit: Maurizio Pesce QUALCOMM Inc. (QCOM) Information Technology – Communications Equipment | Reports January 27, After Markets Close Key Takeaways The Estimize consensus calls for EPS...
With the biggest drop in 3 months, EUR/CHF has broken above last September’s highs, plunging below 1.06. Amid chatter of SNB intervention, this is the weakest Swissy has been since the removal ...
What can the business world learn from Navy SEALs? In Extreme Ownership, Iraq war veterans from one of the most elite combat groups tell us how to be better leaders. I thought the book was great. Eac...
The non-seasonally adjusted Case-Shiller home price index (20 cities) year-over-year rate of home price growth improved to 5.8 %. The authors of the index say “Home prices extended their gains, ...
GE Earnings A Mixed Bag Industrial giant General Electric (NYSE:GE) has reported fourth quarter earnings. GE’s earnings were mixed with the company topping profit estimates but falling below reven...
DOW -208 = 15,885SPX – 29 = 1877 NAS – 72 = 4518 10 Y – .03 = 2.02%OIL -2.36 = 19.83 GOLD + 11.90 = 1108.90 Stocks in Asia rallied overnight, with the Topix index in Tokyo increasing 1.3 perc...
One of the more popular indicators for the “Risk On & Off” trade is the Discretionary/Staples Ratio (XLY/XLP). When the ratio is moving higher, Discretionary stocks are acting stronger and the...