Bi-Weekly Economic Review

Bi-Weekly Economic Review

Economic Reports Scorecard The economic reports since the last update present a dichotomy. While there has been an improvement in the surprises – more better than expected reports – the overall tone of the reports has been fairly negative. Part of the explanation for that is the plethora of regional Fed reports over the last […]
Gold Stocks Correcting Through Time Not Price

Gold Stocks Correcting Through Time Not Price

Gold Stocks enjoyed a fabulous, near vertical rebound into March yet were in extreme overbought territory. We and many others called for a correction. In recent weeks those other voices have worried excessively about the alleged bearish construction of the CoT. Although Gold and Silver have essentially consolidated with a little weakness, the gold stocks […]
Netflix, Inc. Stock Upgraded For Pricing, International Opportunities

Netflix, Inc. Stock Upgraded For Pricing, International Opportunities

Netflix (NFLX) stock moved higher on Friday after one firm upgraded it for the big opportunities that may be in the company’s future. There have been concerns about subscriber growth in the U.S., but the firm’s analysts say the opportunities outweigh this one metric.   Netflix’s metrics show solid growth In a report dated April […]
Stocks Spike On “Good Jobs” As Crude Crashes

Stocks Spike On “Good Jobs” As Crude Crashes

“Off the lows”… So this just happened… But it doesn’t really matter when all it takes is a phone call… Post-Payrolls, stocks faded until the US open, and then took off… Thanks to Dennis Gartman, The Dow surged 250 points off the lows… On the day, good jobs was bad news but good ISM was good […]
ISM, Too

ISM, Too

Everything I wrote in my last post on China’s PMI’s could be rewritten and reworded for the ISM version of American industry. The index rebounded to above 50 in March for the first time since last August. As noted with the Chinese PMI’s, that doesn’t necessarily mean that growth has returned only that March wasn’t likely as […]
SP 500 And NDX Futures Daily Charts – Wall St: ‘The Fed Has Our Backs’

SP 500 And NDX Futures Daily Charts – Wall St: ‘The Fed Has Our Backs’

US equities initially sold off on this morning’s Jobs Report, but then reversed as Wall Street looked at the landscape and decided that come hell or high water for the real economies of the world, the Fed has our back. The major indices are now at their 2016 highs.   And they are now at […]
3 Best-Ranked Large-Cap Value Mutual Funds To Consider

3 Best-Ranked Large-Cap Value Mutual Funds To Consider

Large cap funds usually provide a safer option to risk-averse investors when compared to small cap and mid cap funds. These funds have exposure to large cap stocks, with long-term performance history and more stability than what mid cap or small caps offer. Companies with market capitalization of more than $10 billion are generally considered […]
Baker Hughes Rig Count Analysis – Story Of The Year In Oil Markets

Baker Hughes Rig Count Analysis – Story Of The Year In Oil Markets

Today`s Baker Hughes Rig Count data spells real trouble for U.S. Oil Production for the remainder of 2016. At this pace, we are going to start having massive declines in U.S. Domestic Oil Production. (Video length 00:05:02)
Capital Flight In Eurozone Continues

Capital Flight In Eurozone Continues

Capital flight from one Eurozone country to another, continues to rise. That capital flight is a measure of trust of of a nation’s banks. Capital flight is ongoing in Spain, Italy, Greece, France, and Portugal in that order. The recipient countries are Germany, Luxembourg, Finland, and the Netherlands in that order. Some charts and tables […]
Enterprise Products: Big Dividend, Big Upside

Enterprise Products: Big Dividend, Big Upside

High dividend Master Limited Partnerships (MLP) have been decimated as measured by the Alerian MLP index which is down roughly 50% since August 2014. Once the darlings of income-seeking investors, fear has set in as many investors sold out of their positions believing low energy prices would create a vicious circle whereby MLPs would be […]