Isn’t it amazing how history repeats itself? My adopted dad from 3 months of age, Douglas Anderson, lived through the Great Depression. Then he became a small town capitalist. He needed loans to roll over inventory. I learned about procyclical
October 17, 2018
With investor attention increasingly focused on China’s credit pipeline to see if the recent crackdown on shadow lending has unlocked other sources of debt in a country where growth is always and only a credit phenomenon, and where both the housing and auto sectors are
The natural gas market continues to press higher, with bullish weather forecasts allowing the November natural gas contract to log another gain of just less than 3%. Most of this came later in the day, when weather models turned back
The Fed notes came out today and say they’re going to continue to gradually raise rates. In tonight’s video newsletter we look at the importance of bonds and how they will impact the stock market. Don’t miss these trading opportunities…
(Video length 00:19:11)
The September 26, 2018 meeting statement presented the actions taken. This post covers the economic discussion during this FOMC meeting between the members (minutes were released today). An interesting quote: … Participants noted a number of favorable economic factors that were supporting above-trend
Introduction We remain in one of the longest bull markets in history. Generally, with bull markets, stocks tend to become highly valued. Additionally, we also continue to find ourselves in a low-interest rate environment based on historical standards. However, after
Video Length: 00:09:52
Data Courtesy of Trade Alert
File it under “what were they thinking?” In March 2015, confronted by a severe external monetary squeeze, the PBOC made a truly radical choice. Maybe it was that for a few months anyway things looked a little better. The eurodollar
