Archives for July, 2018

  1. July 30, 2018

    This past week was filled with market-moving surprises. First, Facebook announced slower growth ahead and lower margins due to increased spending on security and data integrity.  Following this announcement, the company lost approximately $120 billion of their market… More >>

  2. July 23, 2018

      A few times a year I like to call out some bad behavior, but not the normal, everyday type of bad behavior. I’m talking about the bad behavior of investors. You might wonder what behavior has to do with investing.  Investing is simple: buy low and sell high. That’s… More >>

  3. July 16, 2018

    The last couple of weeks of trade war rhetoric has turned decisively real.  Our view was, and still is, much of the trade war talk is overplayed.  However, we are now seeing the first phase of implementation. [i] Consistent with the chart above, the United States has… More >>

  4. July 9, 2018

    “The Fed’s High-Wire Act” Today marks the start of the first full week of trading for Q3 2018.  We’d like to take this opportunity to present you with our Q3 2018 Look Ahead. For a PDF presentation, click here. For a narrated video presentation, click here. Below,… More >>

  5. July 2, 2018

    The Federal Reserve got the green light to continue raising interest rates as May inflation reports [x] showed it had finally reached its 2 percent target inflation rate after five years of waiting. [i] [ii] [iii]   Given that the Fed has met its inflation objective, I… More >>