Analysis & Opinion
Why a 50 Basis Point Rate Cut Didn’t Stop Bond Yields From Rising
05.10.2024
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
05.10.2024
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
04.10.2024
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
04.10.2024
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
04.10.2024
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
04.10.2024
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?
04.10.2024
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?
04.10.2024
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)
04.10.2024
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
04.10.2024
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…