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Stock Indicies

Dow Update June 16, 2016

The Dow was doing well with the prospect of a rate hike until the Jobs Report. While on the one hand it appears that the Dow has declined because the Fed failed to...

Is the Fed Losing Credibility?

The Federal Reserve pushed back plans to raise its benchmark short-term interest rate, which was widely expected following the Jobs Report. Yet, this was not a...

Private Blog Update Dow & Gold

Private Blog Update Dow &...

Retail Sales of US Equities (Domestic & Foreign) Reaching Historical Low

I have been warning that this has been, perhaps, the most sold rally in history. Domestic buyers and net foreign investors are both approaching historical lows....

China Corporate Defaults: Good, Bad, or just Ugly?

A fertilizer producer in north China defaulted on bond payments, which is a positive aspect as the state governments are not so eager to bail out failed companies....

S&P 500 is Really Cheap

COMMENT: Dear Martin, Another element that strongly supports your view is that US equities will fly at some point in the future. If you take the trailing 10y avg...

Private Blog Update on the Dow

Private Blog Update on the...

BREXIT v Yellen

  The debate shifted following the Jobs Report, and people now assume that the Fed will not raise rates. Hence, we have a bounce in gold and the euro. That...

Jobs v Asset Inflation

The job market collapsed in May, and on Friday the Labor Department reported that the nation’s economy added only 38,000 jobs. The experts were expecting a modest...

Market Update Dow – Euro – Gold

We have provided a Market update for the May closing today in the Euro, gold, and the...