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Finally Passing Gas: 10 Winners And Losers Of The Panama Canal Expansion

Finally Passing Gas: 10 Winners And Losers Of The Panama Canal Expansion

When the Panama Canal expansion is finally finished next year, the canal will have two new features: the ability to serve ships that can carry up to three times as many containers as it can currently handle, and the ability to serve liquified natural gas carriers, which it currently cannot handle at all. It is […]
How Much Longer Will Rising US Dollar Crush Commodities And Mining Equities?

How Much Longer Will Rising US Dollar Crush Commodities And Mining Equities?

In May of 2011 I sent out this chart and published an article entitled, “The Euro-Dollar Dance Doesn’t Fool Gold And Silver Bulls”. I predicted that the Euro (NYSEARCA:FXE) made a bearish technical reversal, while the US dollar (NYSEARCA:UUP) was oversold and could bounce higher to resistance. The chart clearly shows the historical inverse relationship […]
Will The E. Coli Outbreak Be The Downfall Of Costco’s Earnings Report?

Will The E. Coli Outbreak Be The Downfall Of Costco’s Earnings Report?

Costco Wholesale Corporation (COST), the nation’s largest club warehouse retailer will be reporting 1Q2016 earnings this afternoon after the closing bell. The Washington state based company has beaten EPS expectations in 3 of the last 4 quarters, but missed on revenues in each of those. Analysts are expecting year over year increases in both EPS […]
Is The Time Ripe For 50% Currency Hedged ETFs?

Is The Time Ripe For 50% Currency Hedged ETFs?

The global currency world has been on a tumultuous ride on central banks’ comments. The basic perception has been that the currency-hedged developed market ETFs will be on a roller-coaster ride through the second half of 2015 and in 2016 on divergent economic policies between the U.S. and others. So far, the investing trend has […]
Stiglitz: TPP Is An Anti-Democratic Law For The Benefit Of Corporations, Not A Trade Agreement

Stiglitz: TPP Is An Anti-Democratic Law For The Benefit Of Corporations, Not A Trade Agreement

When you have corporations having a very short-sighted view, paying their CEOs such outrageous monies with less money spent on investment, of course you’re not going to make long-term investments that are going to result in long-term economic growth.  And at the same time, there’s going to be less money to pay for ordinary workers. […]
Protect Your Portfolio With These 2 Safe Growth Stocks

Protect Your Portfolio With These 2 Safe Growth Stocks

To me, it is really quite fascinating how obsessed the market and assorted pundits are with the first possible interest rate hike from the Federal Reserve since 2006. The consensus now has this occurring in December. This is especially true given we are some six and half years away from when the recession “officially” ended […]
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                        Low Bond Yields Heighten Risk When Rates Rise

EC Low Bond Yields Heighten Risk When Rates Rise

Although the rate of interest currently paid on high quality bonds today is at levels last seen in the early 1950’s, investors generally allocate a portion of their investment portfolio to bonds. One reason for having a portion of an investment portfolio in bonds is the fact bonds tend to hold up well when equity […]
IMF Greenlights Addition Of Chinese Yuan To SDR Basket: Wall Street Responds

IMF Greenlights Addition Of Chinese Yuan To SDR Basket: Wall Street Responds

While the world was following the tragic events unfolding on Friday night in France where hundreds of innocent civilians were killed or injured, an important economic development took place at the IMF, whose staff and head Christine Lagarde, officially greenlighted the acceptance of China’s currency – the Renminbi, or Yuan – into the IMF’s foreign […]
Insider Weekends – November 15, 2015

Insider Weekends – November 15, 2015

Insider buying increased significantly last week with insiders buying $193.44 million of stock compared to $39.44 million in the week prior. Selling also increased with insiders selling $2.88 billion of stock last week compared to $1.36 billion in the week prior. Sell/Buy Ratio: The insider Sell/Buy ratio is calculated by dividing the total insider sales in a given week […]
Sellers Stick Around For Another Day

Sellers Stick Around For Another Day

Another day of selling took markets further away from their highs and into more well defined profit taking. Near term, there should be a rally to mount a  retest of October highs, and how this rally behaves will determine if this is a pullback or just a relief rally. The index to guide this differential […]