EDITOR'S CHOICE
Predictable Non-Residual Seasonality
Article By:
Jeffrey P. Snider
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Thursday, March 8, 2018 5:33 PM EDT
If Americans have been using consumer credit as an increasing supplement to weak income growth, the savings rate would fall as an overall indication of that deficiency.
What Could Go Wrong? Industrials And Materials Edition
Article By:
The Heisenberg Report
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Sunday, March 4, 2018 1:48 PM EDT
The materials and industrials sector has been underperforming and Goldman and Bank of America Merilll Lynch put out notes on the sector.
China’s Staggering Demand For Commodities
Article By:
Jeff Desjardins
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Friday, March 2, 2018 5:27 PM EDT
China is building often, and they are building higher. In fact, just last year, China completed 77 of the world’s 144 new supertall buildings, spread through 36 different Chinese cities.
In this article: JJC (RETIRED)
The More Easily Understandable Dollar Process
Article By:
Jeffrey P. Snider
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Tuesday, February 27, 2018 5:15 AM EDT
Hoarding cash is tight money action, even if intermittently markets take to trading on the contrary words.
A Skeptical View Of The Impact Of The Fed’s Balance Sheet
Article By:
James Hamilton
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Tuesday, February 27, 2018 2:25 AM EDT
Assets held by the Federal Reserve quintupled between 2007 and 2014. The initial phase of this expansion took the form of emergency lending in the fall of 2008.
Unraveling Retirement Strategies: Variable Spending From A Volatile Portfolio
Article By:
Dirk Cotton
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Friday, February 23, 2018 1:43 PM EDT
Variable-spending strategies are similar to constant-dollar strategies in that they spend periodically from an investment portfolio but differ in that they spend a periodically updated amount based on portfolio performance.
Raising Interest Rates Is Like Starting A Fission Chain Reaction
Article By:
Gail Tverberg
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Wednesday, February 21, 2018 9:54 AM EDT
Economies, below a certain “stall speed,” cannot repay debt with interest, and cannot hope to provide entrepreneurs with an adequate return on investment. Our low rate of growth is already close to this stall speed.
Trend Behavior: Comparing US Vs. Emerging Markets Stocks
Article By:
James Picerno
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Wednesday, February 21, 2018 7:47 AM EDT
Investors inclined to look at the momentum/trend factor for perspective might start with the return spread between US stocks and equities in emerging markets.
Four Percent 10-Year Note Yield Will Be A Floor Not A Ceiling
Article By:
Michael Pento
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Tuesday, February 20, 2018 3:29 PM EDT
The two most important factors in determining the level of sovereign bond yields are the credit and inflation risks extant within a nation.
How To Trade Gold Stocks With Momentum
Article By:
Chris Vermeulen
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Monday, February 19, 2018 5:20 AM EDT
The momentum behind gold mining stocks along with the technical analysis points to higher prices in the week ahead.
Weighing The Week Ahead: Is The Coast Clear?
Article By:
Jeff Miller
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Sunday, February 18, 2018 1:20 AM EDT
The economic calendar is very light, and it is a holiday-shortened week With coverage focused on the Olympics, what time and space remains will invite pundit opinion about last week’s stock rebound and the question: Is the coast clear?