U.S. economic risk has eased in recent days, according to a markets-based estimate of macro conditions. The Macro-Markets Risk Index (MMRI) closed at +3.9% yesterday (Oct. 8) after slipping into mildly negative territory for brief periods since late-August. MMRI’s recent readings in the red mark the first run of negative values since early 2012. It’s…
I remember the first time I walked into Henry Blodget’s new startup, Business Insider, back in 2009. Twelve fresh-faced kids were crammed into a room about the size of my bedroom, pounding away on laptops, creating a new destination website. He took me over to a corner; we sat down in front of a few…
As a technology investor, we all want to invest early in companies with disruptive technology that will effect major change within large industries. In my view, one of the best spaces to put money to work is at the intersection of technology and medicine. We have found exactly this type of company and believe the…
Northern Short Bond (BSBAX – MF report) a Zacks Ranked #2 (Buy) seeks to maximize total return with minimal reasonable risk. The portfolio seeks capital appreciation and current income in its attempt to maximize total return. The portfolio invests, under normal circumstances, a large portion of its net assets in a broad range of bonds and other fixed…
After the beating most investors took last quarter, I have a feeling that when 401k statements get mailed out in the coming days, most will be left unopened and dropped in the trash. It was just that kind of quarter. But with one quarter left in 2015, this is a good time to review some ironclad 401k…
Gold edged higher on Friday, recovering a portion of the previous day’s losses, after minutes from the Federal Reserve’s latest meeting cast further doubt on the central bank’s plans to raise rates in the coming months. Some participants judged that “the downside risks to the outlook for economic growth and inflation had increased. In their…
Don’t look now but the price of gold is approaching $1,150 per ounce, just weeks after analysts were predicting imminent collapse, a research note from Capital Economics observes. In fact, they say the headwinds for gold could be behind us – pointing to tighter labor markets and even, dare it be said, inflation. Headwinds for gold are behind…
As the odds of a Fed rate-hike this century drift asymptotically back towards zero, the stability-desirous central bankers of the emerging world are suddenly facing soaring currencies as hot money floods back into Emerging Asian markets. The Rupiah and Ringgit are up almost 3% overnight as everything from the Baht to the Won are surging against the…
As the odds of a Fed rate-hike this century drift asymptotically back towards zero, the stability-desirous central bankers of the emerging world are suddenly facing soaring currencies as hot money floods back into Emerging Asian markets. The Rupiah and Ringgit are up almost 3% overnight as everything from the Baht to the Won are surging against the…
Wheat (Futures): With Wheat following through lower on Thursday, further weakness is likely. Support comes in at the 5.00 level with a break targeting the 4.90 level. A cut through here will aim at the 4.80 level and then the 4.70. Its daily RSI is bearish and pointing lower supporting this view. Its daily is…
