November 03, 2016

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 surprises near the U.S. election:  Wikileaks, FBI investigations, and tightening 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 yield instruments become more competitive compared to stocks.  Emerging markets Read more…

June 24, 2016

Gold, Oil, Stocks, and the Return of Stagflation:  Where to Find Profits in the Current Environment Late last year, markets had a pretty robust view of the path of U.S. interest rates in 2016.  Reality has intervened, as it has a habit of doing; global market volatility has seemed to Read more…

April 08, 2016

Market Summary Market summary. We are bullish on gold and some foreign markets, as well as stable growth companies in the U.S. We expect modest appreciation for the S&P 500 this year. We are avoiding Europe and Japan, and we are interested in gold and in some beaten-down markets such Read more…

October 02, 2014

Pay attention: the U.S. Dollar’s rise is critical for investors. The U.S. Dollar has broken out against other developed-market currencies.  Although the Dollar may fall for a short period of time over the next few weeks, its longer term trend is higher. We believe that this rise is being permitted in order to Read more…

August 07, 2014

Market Summary  World Stock Markets The U.S., Europe, and Asia remain in bull markets, but the markets in the U.S. and Europe are in the middle of a mild stock market correction. Causes include the military actions by Russia in Ukraine, and fighting in Iraq, Syria and Libya, which are all exacerbated Read more…

July 10, 2014

Market Summary Economics, U.S. and Global U.S. employment numbers are positive for the last few months, and U.S. industrial production is increasing as we have predicted in these pages. The unemployment rate has fallen to 6.1 percent, and the U6 — often called the underemployment rate — has fallen to 12.1 percent. Read more…