Fundamental Forecast for Dollar: Neutral The Dollar climbs a third week as fundamentals tangibly take over for speculative covering A Fed Funds futures forecast of a 28% probabili...
The significant decline of retail stocks has impacted many well-known clothing stores including J.C. Penney, GAP, Nordstrom, and Macy’s, which reported a 40% loss of net income i...
EM’s had another rocky week, but managed to end on a slightly firmer note Friday. Market repricing of Fed tightening risk was the big driver last week, and that could carry o...
Just over a week ago, we pointed out that China’s great credit growth stimulus from early 2016, when the PBOC injected $1 trillion in new credit in the first quarter of the y...
Greece remains in an economic depression interrupted by a few quarters of anemic growth. Hiking taxes in a depression is one of the stupidest things one can do, but Greece is set f...
It always amazes me how most analysis on an investment focuses on recent performance, rather than process. Yet, so little attention is given to the investor return/behavior gap, a ...
Amid a spate of disappointing earnings reports from departmental stores and traditional brick-and-mortar operators, Wal-Mart (WMT – Analyst Report) spread an air of optimis...
The naysayers regarding solar power have always made one accurate point: the technological cost effectiveness was not the same as cheap burning coal or other carbon emitting sour...
The Fed is leaning to the hawkish side but stressed that it is data dependent. In the penultimate week of May, we get both an update on the worrying first quarter with updated GDP ...
On 4/20, the SPX rally that started at 1810 came to an end at 2111. From that point, the index declined until it reached 2040 — which was mentioned repeatedly as an importan...