Allusions to a labor shortage continue to be ubiquitous. Two weeks ago, the Wall Street Journal published yet another such story under the headline Iowa’s Employment Problem: Too Many Jobs, Not Enough People. Ostensibly about the experiences of companies trying to hire in the one state, the implication was clear enough. If Iowa, IOWA, has a labor shortage, how bad…
Retail REITs have significantly underperformed the rest of the market as rising interest rate fears and growing Internet competition weigh heavily on brick-and-mortar retail properties. This article reviews the current state of one retail REIT in particular, Simon Property Group (SPG), and then concludes with our views on whether it’s safe to add shares of…
Pattern – price is clearly in a downtrend…which I think is finished, for the time being anyway. Price made a little inside candle the day before last and the last day’s trading saw price breach the high of the previous day which is often a sign of a change in trend. Price will, obviously, need…
The mega-cap stocks that dominate the US markets have enjoyed an amazing bull run. But February’s first correction in years proved things are changing. With that unnatural low-volatility melt-up behind us, it’s more important than ever to keep leading stocks’ underlying fundamentals in focus. They help investors understand which major American companies are the best…
There is no change to the risk budget this month. For the moderate risk investor, the allocation to bonds is 50%, risk assets 45% and cash 5%. Stocks continued their erratic ways since the last update with another test of the February lows that are holding – for now. While we believe growth expectations are moderating…
Stocks rallied nicely last week as earnings season officially began. Delta Airlines, BlackRock, JP Morgan Chase, Citigroup, and Wells Fargo, were just some of the big names that reported earnings last week. Interestingly, they beat estimates but all traded lower on Friday. Two weeks ago, the bulls showed up and defended important support (200 DMA…
Audio length: 00:16:53 (1:00) – Investing In The Future Of Mobility (4:30) – Key Growth Areas and Who’s Leading The Way (8:00) – Innovation Shares NextGen Vehicles & Technology ETF Overview: EKAR (13:30) – Self Driving Car Concerns (16:10) – Episode Roundup: [email protected] In this episode of ETF Spotlight, I talked with Matt Markiewicz, Managing Director at…
The recent data released by China presents traders has a huge opportunity over the next 6~18 months. Recently released Chinese economic market data points to a general market disruption in regards to trade values, import/export data and loan/debt risk.As reported by Reuters and Business Insider, the continued crackdown on Shadow Banking in China, as well as recently announced…
Yesterday, in “Thoughts On The ECB Minutes And A Bearish Euro Call For EURUSD Bulls“, I spent far more time than I should have talking about the conundrum facing the ECB now that the data appears to be rolling over just six months ahead of the sell-by date for APP. The problem here is that…
Chris Temple joins me to wrap up the markets for this week. US stocks started off strong today but have steadily sold off throughout the day. PMs have garnered a buy as investors look to more protection. Still not breakouts but they will come. (Audio length 00:14:10)
