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Economy
These Economic Indicators Could Be Signaling a Potential Risk-Off Shift
It is becoming increasingly clear that someone is offside; it’s just a matter of who. I know talking about credit spreads and implied…
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The NY Fed Is Getting Concerned About Banks and No One Is Paying Attention
Credit card and auto loans are increasing the risk on bank balance sheets.
The largest holders of these loans include JP Morgan,…
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These Alternative Energy Stocks Are Poised for Takeoff
We continue with our discussion of investment ideas that could benefit from upgrading and expanding the power grid to accommodate surging…
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Global Market Return Forecast Climbs to 7.1% in May; US Stocks Lag
The performance outlook for the Global Market Index (GMI) ticked higher again in May. For the fourth straight month, GMI’s long-term…
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Trading Tip: Sell in June and Go Away?
Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all,…
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3 Scary but Theoretically-Possible Endgames for the Global Economy
3 Scary but Theoretically-Possible Endgames for the Global Economy
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Electricity Demand Could Cure Debt Concerns
The future of electricity demand for everything from electric cars to mining to artificial intelligence may also be the cure for our…
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June Outlook: 3 Key Events to Eye as Investors Brace for No Rate Cuts in 2024
June is expected to be another eventful month on Wall Street amid a trio of key market-moving events.
Investor focus will be on the U.S.…
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Federal Reserve Board – Agencies issue host state loan-to-deposit ratios
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Q1 GDP Revised Down, But Q2 Nowcasts See Firmer Growth
US rose a modest 1.3% in the first quarter, a softer increase vs. the government’s initial 1.6% estimate. The revised data reflects a…
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