Analysis & Opinion

Why a 50 Basis Point Rate Cut Didn’t Stop Bond Yields From Rising

Why a 50 Basis Point Rate Cut Didn’t Stop Bond Yields From Rising

On September 18, 2024, the headlines read the Fed cut the Fed Funds rate by 50 basis points. At first…
These Key Sectors Are Poised to Thrive No Matter Who Wins 2024 Election

These Key Sectors Are Poised to Thrive No Matter Who Wins 2024 Election

As the November 2024 election draws near, the election outcome will profoundly affect the financial markets. Whether Donald Trump or…
S&P 500 Earnings: Financials Face a Tough Compare With Q3 ’23

S&P 500 Earnings: Financials Face a Tough Compare With Q3 ’23

Next week, Q3 ’24 earnings start and the majority of the interest on the part of investors will be Friday,…
Gold: High Selloff Risk Lurks Amid Overbought Conditions

Gold: High Selloff Risk Lurks Amid Overbought Conditions

After surging dramatically in the last couple of months, gold’s selloff risk is high. Massive recent buying not only catapulted…
Why Yield Curve’s ‘Infallible’ Recession Signal Failed This Time

Why Yield Curve’s ‘Infallible’ Recession Signal Failed This Time

There are no absolutes in economic forecasting. Thinking otherwise eventually leads to trouble. Case in point: the recession warning triggered…
US Dollar Rallies Strong While Gold, Silver Hesitate as Pressure Mounts

US Dollar Rallies Strong While Gold, Silver Hesitate as Pressure Mounts

De-dollarization, the BRIC countries are destroying the US dollar, and many other theories… All or some of them might be…
Is the Debt-Fueled Growth Sustainable for the US Economy?

Is the Debt-Fueled Growth Sustainable for the US Economy?

A goodly part of the “strong” economy illusion derives from cherry-picking the hideously misleading numbers contained in the BLS establishment…
Nvidia: Is the Stock in a Correction or Just a Consolidation Before Next Rally?

Nvidia: Is the Stock in a Correction or Just a Consolidation Before Next Rally?

NVIDIA investors are now wondering whether the stock is undergoing a correction or a simple consolidation before a big jump.…
5 Dividend Growth Stocks to Watch in Q4 (Including 2 Dividend Doublers)

5 Dividend Growth Stocks to Watch in Q4 (Including 2 Dividend Doublers)

Let’s talk about companies that are serious about dividend hikes. I’m talking about recent payout raises of 25%, 67% and…
Week Ahead: As US Dollar Rebounds, Spotlight Falls on CPI Data

Week Ahead: As US Dollar Rebounds, Spotlight Falls on CPI Data

US CPI data to guide Fed rate cut bets and the dollar RBNZ expected to cut interest rates by 50bps…
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