Akin Oyedele
Jan. 9, 2015, 2:12 PM
1,949
REUTERS/Tim ShafferOoof. It’s all good.See AlsoTOM LEE: These 8 Stocks Should Thrive When Oil Is Falling And The Dollar Is RisingOBAMA: Enjoy Your Gas Savings Because They Won’t Last ForeverByron Wien Predicts A Huge Year For Stocks In His ’10 Surprises For 2015’Stocks had a rough start to the year.In the first four trading days, the […]
Sam Ro
Jan. 5, 2015, 9:10 AM
5,631
Asset bubbles are notoriously difficult to identify as they are happening. Often times, they become clear only in hindsight.That said, Goldman Sachs’ David Kostin offers this interesting stock market chart in a new note to clients. It’s a favorite of his.It shows the sector composition of the S&P 500 by market cap since 1975. As […]
BROAD MARKETThe world market has 2 models for 2015.I believe 2015 will be setting up for another and the final bull year in equities. We are entering a period where the real economy (main street) which lagged the paper economy for many years has finally caught up and GDP has hit levels that very few analysts projected many years ago. […]
SummaryThe market had a great run since March 2009.
GDP growth is a likely indicator for how the market will perform going forward.
I’ll provide the best way to invest in any market environment.
Investors have reaped the benefits of a market recovery since March 2009. The SPDR S&P 500 Trust ETF (NYSEARCA:SPY) is now trading significantly higher than the market peaks from […]
Policy Issues; Tax Extenders; Budget; Trade- Ag Economy; and, RegulationsCategories: Agricultural Economy /Budget /Immigration /Regulations /TradePolicy IssuesDamian Paletta and Mark Peters reported on the front page of today’s Wall Street Journal that, “A large number of Republican governors are pushing to reshape social-welfare programs with drug testing or other requirements, arguing that the new rules better prepare recipients for employment and […]
Ag Economy; Biotech; Biofuels; Policy Issues; and, Budget Developments- FridayCategories: Agricultural Economy /Budget /Ethanol /Farm Bill /TradeAgricultural EconomyAn update yesterday from the Food and Agriculture Organization of the United Nations stated that, “Latest indications confirm that world cereal production will reach an all-time record of more than 2.5 billion tonnes in 2014.“Buoyed by bumper crops in Europe and a record maize […]
In this global economy, a sniffle in Venezuela can cause a sneeze in Brazil, and the flu in credit markets…and high yield bonds and notes in NY money center banks from their loans to oil producers in North Dakota, and an hospitalization for high yield bond holders of packaged loans backed by oil through out the USA. All is connected. […]
Benchmarks started the week on a dismal note after a slump in oil prices and disappointing overseas economic data dented investor sentiment. Energy shares were hit hard after oil prices plunged to a five-year low over continued concerns of oversupply. Moreover, discouraging China’s trade numbers, contraction of Japan’s economy and less-than-expected expansion in Germany’s industrial output has raised concerns of […]
This article originally appeared on the Independent Observer Blog.I recently took a look at housing for the first time in six months or so, and I thought it was time to examine the stock market in similar fashion to see where we are.In my market commentaries and videos, I have continued to discuss the positive trends and healthy fundamentals-which are […]
WASHINGTON — Without QE, will the stock market tank? Count me a skeptic.QE refers to “quantitative easing,” the Federal Reserve’s multitrillion-dollar program of bond buying that is now ending. I recently devoted a column to whether QE worked as intended. The short answer is that we don’t know. The idea was that by buying bonds the Fed would inject money […]
