Though we’ve seen markets swing a bit recently, we’re still in positive territory for the year. This time on Financial Sense Newshour, we spoke with Dave Nicoski of Vermillion Research for his take on whether recent pullbacks hint at a more significant
March 13, 2018
Ugly price action across the board today. SPX is 38 points off the highs, as of this post, and continues to put in lower-lows and lower-highs on the intraday charts. I have yet to add any short positions to the
There was an intriguing headline on Bloomberg today. Here it is: Investors Hate Leverage Like It’s 2009, According to This Metric. Here’s the main chart of the Bloomberg pure leverage portfolio. The underlying jist of the article is this, Investors have
At 2.9%, the 10-Year Treasury yield is near its highest level in the past 4 years. At the current rate of inflation (2.2% CPI in the past year), this translates into a real yield of 0.7% (real yield = nominal
I shot this photo using my iPhone, while on a whale watching boat. The boat took us on the Pacific Ocean about an hour north of Puerto Vallarta. Last week, I compared Semiconductors (SMH), not only to Wonder Woman, as
There are joint and distributional gains from trade. That a rising tide lifts all boats (joint gains) is nice in theory but how those gains are distributed is critical in the competition among nations. Within a country, trade exposes some sectors
Audio Length: 07:43 On Monday, Micron received its most-bullish analyst call ever when Nomura Instinet raised its 12-month price target for the stock to $100 from $55. That projection represents about an 83% upside to MU’s Friday’s close and marks
Audio Length: 07:43 On Monday, Micron received its most-bullish analyst call ever when Nomura Instinet raised its 12-month price target for the stock to $100 from $55. That projection represents about an 83% upside to MU’s Friday’s close and marks
EUFN, the iShares MSCI Europe Financials ETF tracks the investment performance of an index composed of European equities in the financials sector. We consider EUFN a good way to gain exposure to the financial sector in Europe and it also provides a good overview
Friday’s release of the publicly available data from ECRI puts its Weekly Leading Index (WLI) at 149.3, down 1.0 from the previous week. Year-over-year the four-week moving average of the indicator is now at 3.29%, down from 3.66% last week.
