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I am not exactly going out on a limb, but let me say this about the circumstances in Syria: Missile strikes will not be the stock market’s downfall. Granted, the short-term trend toward higher...
Oil ETFs may have surged on word of a potential U.S. strike on Syria. Those that have been paying attention, however, realize that West Texas Crude has been comfortably above $100 per barrel for quite...
Some prominent voices in the media are beginning to talk about inflation again. Gluskin Sheff’s David Rosenberg, former long-bond advocate and perma-bear on most stocks, believes that a...
Throughout the bulk of 2013, investors became accustomed to seeing U.S. stock market benchmarks close near their intra-day highs. In August, however, we may be witnessing the birth of a disconcerting...
On Monday, 8/19/2013, U.S. stocks logged their first 4-day losing streak of the calendar year. Until recently, the idea of a pullback had begun to seem far-fetched. The S&P 500 SPDR Trust (SPY)...
On Thursday, 8/15/2013, the 10-year yield broke through the psychological barrier of 2.75%. Since May, the intermediate-term 10-year Treasury has catapulted from a year-to-date low near 1.6% to a...
Near the start of the present bull market for U.S. stocks, an ultra-accommodating Federal Reserve pushed interest rates lower. In fact, 10-year yields tied to mortgages had journeyed to unbelievably...
The Japanese debt dilemma is one that I have been thinking about for quite some time. In particular, how has one of the most industrious countries on the planet managed to go from a viable debt-to-GDP...
Dennis Lockhart is a non-voting member of the Federal Reserve’s monetary policy committee, yet his opinions can still move stock markets. On Tuesday (8/7/2013), stocks pulled back because Mr....
The best performing exchange-traded stock funds over the last three months are essentially the same ones that outperformed over the last six months and over one year. The worst performers were...
Bartenders, waiters and other service staff in hospitality and retail comprised more than half of the 162,000 jobs created in July. The Bureau of Labor Statistics (BLS) revised job growth for the...
In September of 2012, the central bank of the United States (a.k.a. “the Fed”) announced its largest debt-buying policy ever. The $85-billion-per-month endeavor sent mortgage rates to...
Who are these folks who keep insisting that the Federal Reserve will slow its bond purchases in September? Unless I’ve missed something, the press releases concerning Fed policy have explicitly...
Morningstar offers its paid subscribers a premium service called, “ETF Valuation Quickrank.” The company offers price-to-fair value estimates for several hundred ETFs that are based upon a...
Has global monetary stimulus by the world’s central banks squashed euro-zone collapse fears forever? On Wednesday, European leaders hinted that they may withhold bailout euro-dollars from Athens...
Prime Minister Shinzo Abe recently won a landslide reelection in Japan. The victory had been widely anticipated, but the benefits of monetary policy stability is still being scrutinized.As Abe first...
Rob Arnott expressed an intriguing observation in an interview at IndexUniverse.com. The founder of Research Affiliates explained that the cyclically adjusted P/Es for U.S. stocks and for emerging...