When most investors think of buying oil stocks, the U.S. majors like Exxon Mobil (XOM) and Chevron (CVX) typically come to mind. And while Exxon Mobil and Chevron are both Dividend Aristocrats with great balance sheets, investors can earn significantly higher
June 3, 2017
In the Currency Strength table, the CHF was the strongest currency while the AUD was the weakest. There were no significant changes last week with the highest difference of just 2 points compared to last week. This was for the GBP gaining 2
The Economist‘s analysis of Germany’s job market miracle of the past ten years offered in “What the German economic model can teach Emmanuel Macron” is more balanced than the usual accounts one hears in Germany itself. Germans are in love
You’d be forgiven for throwing in the towel on trying to understand exactly how to reconcile the inexorable rise in equities, the resilience of EM, and the weak dollar with what’s supposed to be a Fed tightening cycle. Yes, Trump and
Friday’s jobs numbers were perfect for this bull market, but not because of the media’s focus on the new highs in QQQ, SPY and DIA. Consider the advice and quote of legendary investor John Templeton, “Bull markets are born on pessimism,
The stock market closed at a new record high on Thursday. The main reason for this rally is seen in the chart below. It shows year over year quarterly operating earnings growth since 1995. The mini-decline in earnings growth in 2015
Market Confirms Breaks Out Market & Sector Analysis 401k Plan Manager Review & Update In last week’s missive, I discussed the breakout of the market. “The breakout does keep our allocation model nearly fully allocated. We are holding onto a little larger than
Fundamental Forecast for the US Dollar: Neutral UK election may drive risk aversion, hurt Fed rate hike bets Comey testimony may stoke uncertainty fears, sour sentiment Efforts to loosen US financial rules may be overshadowed Retail traders expect the US Dollar
Speculators in the future market made mostly minor adjustments in the gross positioning in the currencies. Ten of the 16 gross positions we track were adjusted by less than 3k contracts. There was only one above 7k. The bulls added
Trump’s howling about the US trade deficit with Mexico, Canada, Germany, the EU, etc, has me thinking about how to portray the result in pictures. Data is from the latest Census Department report on International Trade. Click on image for enhanced
