The U.S.

December 15, 2016

/ /
Posted By
/
Comment0
/
Categories
For the U.S. Economy to Grow, Productivity Must Rise — But The Obama administration aimed to increase U.S. labor productivity; and the incoming Trump administration has the same goal.  Although the goal is the same, their prescriptions are different. Here...
Read More →

December 08, 2016

/ /
Posted By
/
Comment0
/
Categories
The Market’s Turn:  Financials In the wake of President-Elect Trump’s unexpected victory, two of the sectors we favor are financials and industrials, and we’ll briefly discuss why.  First, financials. Financials have enjoyed a strong rally in the month since the...
Read More →

December 01, 2016

/ /
Posted By
/
Comment0
/
Categories
Trump Taps a Turn-Around King The Secretary of Commerce acts “as the voice of U.S. business within the President’s Cabinet.”  Trump’s pick for the post, Wilbur Ross, tells us something about the President-elect’s psychology. Mr. Ross has bought and restructured...
Read More →

November 23, 2016

/ /
Posted By
/
Comment0
/
Categories
              Source: Bloomberg The post-election rally has now taken all four major U.S. indices — the Dow Jones, the NASDAQ Composite, the S&P 500, and the Russell 2000 — to new highs. The strongest...
Read More →

November 17, 2016

/ /
Posted By
/
Comment0
/
Market Summary   Here is a further summary of what we see to be the likely effects of Trump’s victory.           Banks and Financials Banks and financials will be helped.  The Dodd-Frank Act will not be entirely wiped out, but...
Read More →

November 03, 2016

/ /
Posted By
/
Comment0
/
Market Summary Buy Volatility and Buy Gold If You Are a Long-Term Investor U.S. stocks are getting cheaper: is a short-term market bottom near? The key event this week was the strong rise of volatility and of gold after political...
Read More →

October 27, 2016

Market Summary The key to global stock markets is the U.S. dollar and U.S. interest rates.  We have all seen U.S. interest rates rise, and that is potentially difficult for developed and emerging markets.  Developed markets will be impacted as...
Read More →

August 26, 2016

/ /
Posted By
/
Comment0
/
Market Summary Pundits Are Wrong Again: Europe Continues to Grow post-Brexit Prior to the Brexit vote, many pundits were pushing the narrative that Brexit fears would create a big decline in business’ expansion plans.  They believed that the fear of...
Read More →

August 18, 2016

/ /
Posted By
/
Comment0
/
Categories,
Trump, Clinton Plans Diverge For Retirees   As the U.S. presidential election nears, we are doing a series of reports on the differences and agreements of the major parties on various economic and financial topics.  Last week, we noted one...
Read More →

August 12, 2016

/ /
Posted By
/
Comment0
/
Categories, , ,
Market Summary The U.S. stock market is moving sideways and slowly upward.  World markets vary.  Our favorites — Brazil and India — are doing well, while some other countries stumble.  Gold and silver remain positive.  Use dips to add to...
Read More →
Privacy PolicySEC Filing / ADVLegal Notice/DisclaimerPolicy for Global Market Commentary Subscribers