EDITOR'S CHOICE
Happy 8th Birthday Bull Market! Has The S&P 500 Become Dangerously Overvalued?
Article By:
Chuck Carnevale
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Friday, March 10, 2017 11:59 AM EDT
In short, be analytical rather than reactive. And remember: Running with the Herd Leads You to the Slaughter House!
In this article: SPX
Same Country, Different Worlds
Article By:
Jeffrey P. Snider
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Thursday, March 9, 2017 5:43 PM EDT
Without the backing of “dollars”, the PBOC has been printing money in a way the Fed could only wish.
Is A Rate Hike Certain After ADP’s Strong US Employment Report?
Article By:
James Picerno
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Thursday, March 9, 2017 7:14 AM EDT
It appears that the government is set to report that US companies hired more workers in February vs. January. In turn, the 89% probability of a rate hike next week is on track to tick even higher.
What If This Is As Good As It Gets?
Article By:
Gary Gordon
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Wednesday, March 8, 2017 3:23 PM EDT
The 2400 level for the S&P 500 may or may not be the peak for the current bull market’s run. No individual could possibly know whether or not this is “as good as it gets".
In this article: SPX
Fed Hikes And Stock Market Returns
Article By:
Charlie Bilello
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Wednesday, March 8, 2017 3:08 PM EDT
The irony is that market participants should actually be hoping the Fed continues to hike rates because it will mean new all-time highs in markets, benign credit conditions, and a continued economic expansion.
Auto Dividend Stock Showdown: GM Vs. Ford
Article By:
SureDividend
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Wednesday, March 8, 2017 10:40 AM EDT
GM and Ford are both high-yield dividend stocks. This article discusses which major auto stock is the more attractive of the two.
Do Record Eurodollar Balances Matter? Not Even Slightly
Article By:
Jeffrey P. Snider
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Tuesday, March 7, 2017 12:12 PM EDT
The fact that the Federal Reserve is right now undertaking its “exit” would only seem to amplify the pressure to present the dollar in eurodollars as a total non-factor even though, it is the farthest from the truth.
Better Dividend Aristocrat Buy: Target Or Wal-Mart?
Article By:
SureDividend
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Tuesday, March 7, 2017 11:28 AM EDT
Wal-Mart is a high-quality dividend stock. For example, it is a far better choice than Amazon at current prices for conservative investors. But Wal-Mart isn’t the best retail stock to buy right now.
Reality Vs. The Neutral Rate
Article By:
Doug Noland
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Monday, March 6, 2017 7:47 AM EDT
The Fed has cultivated the misperception that throwing “money” at equity index products is a whole lot safer than buying Bubble technology stocks in 1999 or Bubble equities and houses in 2007.
In this article: BLK
What Is The Root Cause Of A Gold Bull Market?
Article By:
Steven Saville
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Sunday, March 5, 2017 11:43 PM EDT
The answer to this question is related to the propensity to save. When there is an increase in uncertainty and/or the perceived level of economic/financial-market risk, people naturally want to save more and spend less.
In this article: GLD
8 Reasons Why We're Not Snapping Snap's IPO
Article By:
Fred McClimans
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Friday, March 3, 2017 9:47 PM EDT
Snap Inc (NYSE:SNAP) closed yesterday’s trading session at $24.48, +44%, vs. its initial pricing of $17, concluding the most anticipated tech IPO since Alibaba’s in September 2014.
When Home Bias Helps
Article By:
Charlie Bilello
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Friday, March 3, 2017 1:12 PM EDT
It is precisely because we can’t predict [successful home bias] that we should diversify; on the off chance that the U.S. doesn’t continue to outperform with lower risk, holding some international assets will prove beneficial.
True Cognitive Dissonance
Article By:
Jeffrey P. Snider
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Friday, March 3, 2017 12:05 PM EDT
The mere hope for reflation is enough because to see Japan in our future just doesn’t seem at all plausible; true cognitive dissonance. Unfortunately, so long as economists continue to wield so much influence it is the only realistic baseline.