TalkMarkets Blog Posts - Page 1

EDITOR'S CHOICE

Latest Posts
1 to 16 of 2080 Posts
1 2 3 ... 130
Inside And Outside, Market And Models Actually Agree On A Final Failing Grade For Yellen
Article By: Jeffrey P. Snider
Friday, December 15, 2017 12:16 PM EST
US central bankers have convinced themselves at least in the majority that the bond market is only temporarily resisting their outwardly more positive views until it gets its parts in order.
In this article: TNX
Read
Why We Should Worry About China
Article By: Mises Institute
Friday, December 15, 2017 10:59 AM EST
Chinese growth of 6.5% per annum came with more than 14% annual growth in money supply. Total debt has quadrupled since the financial crisis, and official messages of “measures to curb indebtedness” have shown a different reality.
Read
Important Changes Are Occurring In The Investment World: Which Ones Really Matter?
Article By: Elliott Morss
Wednesday, December 13, 2017 5:26 PM EST
New technologies are opening up new opportunities for investments. Some will work and some will not. But for the most part, private investors should benefit as investment costs fall.
Read
The Story Of Shipping Is Our Economic Story
Article By: Jeffrey P. Snider
Tuesday, December 12, 2017 8:21 PM EST
Like the oil story, the world’s shipping context is dominated by the demand side, not supply.
In this article: AMKAF
Read
2018 Comes Into Focus
Article By: James Picerno
Tuesday, December 12, 2017 7:24 AM EST
The year is winding down, which means that we’re knee-deep in newly minted 2018 investment outlooks.
Read
The 30-Years Bubble - Why America Ain't That Rich
Article By: David Stockman
Monday, December 11, 2017 6:02 PM EST
The entire financial and economic narrative in today's Bubble Finance world is virtually context- and history-free, it's all about the short-term deltas and therefore exceedingly misleading and dangerous.
Read
Earnings Boost From The Tax Legislation
Article By: Sheraz Mian
Saturday, December 9, 2017 7:18 PM EST
Tax legislation currently moving towards a passage in Congress promises many substantive changes in a number of areas, but it will have a big impact on corporate profitability as well, all of it positive.
In this article: COST, ORCL
Read
Trading Cocoa: A Fresh Price Collapse Amid Conflicting Narratives
Article By: Dr. Duru
Saturday, December 9, 2017 12:55 PM EST
The longer cocoa prices remain depressed, the more vulnerable the crops become. Prices inevitably must go higher again and under these circumstances could soar substantially when they do.
In this article: BYCBF, OLMIF, NIB Also: FXB
Read
Futures Are On An Upswing
Article By: Brad Zigler
Tuesday, December 5, 2017 12:49 PM EST
Amid all the hoopla surrounding the stock market—new records on an almost daily basis—something has been quietly developing in a non-correlated corner. Commodities have been rising off a mid-summer bottom.
In this article: GCC, SPY, WDTI, FMF, FTGC, FUT
Read
Earnings Growth Accelerates In 2018
Article By: Sheraz Mian
Sunday, December 3, 2017 11:55 AM EST
Our earnings discussion is typically focused on quarterly results. But we're in an in-between period when Q3 earnings season just ended and Q4 earnings are a few weeks away, so a look at the annual view makes sense.
In this article: CVX, XOM
Read
The Mean Reverting History Of Profit Growth
Article By: Lance Roberts
Thursday, November 30, 2017 8:12 AM EST
While valuations are a poor timing tool in the short term for investors, in the long run, valuation levels have everything to do with future returns.
In this article: SPX
Read
Merkel Matters
Article By: David Kotok
Wednesday, November 29, 2017 12:49 PM EST
German Chancellor Angela Merkel faced a crisis when coalition talks broke down on November 19th. Germany could have endured months of political uncertainty, and it suddenly became possible that Merkel would be forced to resign.
In this article: EWG
Read
Inflation (Expectations) Corroborate Risk, Which Corroborates Inflation
Article By: Jeffrey P. Snider
Wednesday, November 29, 2017 4:02 AM EST
If inflation expectations (surveys as well as market-based) are right then that is a very different future than the one described by the Fed and played out all over the mainstream.
Read
Higher Wages: Good For You, Not Good For Stocks
Article By: Michael Ashton
Monday, November 27, 2017 9:45 PM EST
The documentation of the endless march of asset markets higher has become passé; the illustration of the markets’ overvaluation redundant and tiresome.
In this article: SPX
Read
’Tis The Season For Tax Loss Harvesting
Article By: WisdomTree
Monday, November 27, 2017 9:18 AM EST
Tax loss harvesting can be an effective way to mitigate gains taxes. It can be a valuable tool, but it is important to make sure that it is the correct tool.
Read
The Surprising Implications Of Periods Of Extremely Low Volatility – A Year Of Records
Article By: Dr. Duru
Saturday, November 25, 2017 8:46 AM EST
Time will tell whether conditions around the next spike in volatility will finally be bearish enough to deliver a significant pullback in the stock market.
In this article: SVXY, UVXY, CBOE, VIX
Read
1 to 16 of 2080 Posts
1 2 3 ... 130