U.S. and Global Stocks: The U.S. Remains the Place to Be Here we are in September, and as we have mentioned before September is a month for market adjustments before we move into what is usually the strongest period for U.S. stocks, which is from October through April. There have Read more
Market Summary The U.S. economy, GDP growth, consumer income, employment statistics, and corporate profits are very good. U.S. consumer spending is strong, and corporate profits for almost all economic sectors, including the consumer sector, are booming. Real GDP growth for the second quarter of 2018 was just revised upward slightly Read more
Market Summary The bull market that began in March, 2009 has now become the longest in U.S. history. While corrections are possible at any time, and there are any number of potential catalysts for such a correction, we see nothing that suggests a bear market is imminent. The most important Read more
Market Summary U.S. and World Outlook: Pivotal Influence Is the Value of the U.S. Dollar The U.S. dollar continues to be strong and this continues to disincentivize U.S. investors putting money into commodities, non-U.S. stock and bond markets. Simultaneously, the strong U.S. dollar incentivizes foreign investors to put money in Read more
Let’s start with a review of U.S. and global economic, trade, finance, and banking outlooks. • The U.S.: Bullish economics, very strong. Trade negotiations not a lasting problem. • Europe: Neutral. Avoid. • Asia: Growth companies are attractive. The U.S. dollar is strong; this is neutral for Asian commodity exporters. If and when the Read more
Our analysis of global markets often comes from a contrarian point of view. Since the 1970s, we have been well-known among investors in precious metals for this reason. We are agnostic about precious metals, viewing them a potentially important tool in an investor’s kit for surviving and prospering under a Read more
U.S. Economics Economic data continue to impress, with wages finally moving higher by about 3% year over year, and S&P 500 profits expected to rise by 15–16%. More positive news is that the U.S. has become a net natural gas exporter, and with the creation of several new gasification and Read more
Market Summary The U.S. Economy – The Tax Bill good for U.S. Economy and Good for U.S. Stock Market Readers know that we are bullish on the U.S. economic outlook. The passage of the tax bill will create further impetus for economic growth in the U.S. We will not be Read more
Market Summary The U.S. Economy U.S. economic data for the second calendar quarter came out yesterday, and they were very strong. According to the latest revision, U.S. GDP grew by 3% in the quarter, and was far above the estimates of almost all economists. For the third quarter, the most Read more
Market Summary In the last few weeks, U.S. and world equity markets have exhibited the greatest period of weakness since January because of concerns that President Trump’s tax cuts and infrastructure spending will be delayed or abandoned — and at the same time, the arrival of fears due to Read more
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