How To Become A Strategic Thinker
Find out how to practice the skills of strategic thinking, whether you’re playing chess, managing your portfolio, or running a company. (Audio Length: 00:07:54)
A Twelve Step Program To Restore Prosperity: The Bernie Sanders P
by L. Randall Wray Here’s a summary of the plan Bernie Sanders has set out, along with my comments (in italics). 1.) We need a major investment to rebuild our crumbling infrastructure. $1 trillion investment to create 13 million decent paying jobs and make this country more efficient and productive. Agreed, but let’s not settle…
Weighing The Week Ahead: Will Crashing Oil Prices Change The Fed’...
Sometimes a dominant story continues from one week to the next. Crashing energy prices and continued selling of any related stock seems to have spilled over into the rest of the market. There will also be a Fed meeting with new projections and a press conference. Will crashing energy prices change the Fed’s course? Prior…
Draghi Now Has All The Ammunition He Needs For QE. Implementation
If Mario Draghi was lacking ammunition to initiate an outright quantitative easing program in the Eurozone, he certainly has it now. Even the staunchest opponents will have a tough time arguing against the need for a more aggressive approach to monetary easing. Here are five reasons: 1. The take-up on ECB’s TLTRO offering (see post) fell…
Car-Buying Surge Sparks Best Retail Sales Rise Since April
It’s a holiday miracle: give the worst creditors access to cheap money for longer-and-longer terms and hey presto, ‘expensive’ stuff is available to everyone. Retail sales modestly beat expectations in November (+0.7% vs +0.6% expectations) despite the NRF previously reporting the worst extended Thanksgiving shopping weekend since Lehman which surely got lost in the Arima-X-12…
5 Monthly Dividend Stocks For 2015
With the market looking wobbly this December, the need to get paid in cold, hard cash has never been more apparent. If you are already in retirement, selling portfolio positions in a declining market to meet your living expenses is, for lack of better word, scary. Living off of dividend and interest income makes for…
3 Trucker Stocks To Benefit From Lower Oil Prices
An improving U.S. economy, substantial surge in manufactured and retail goods, and a sharp rebound in many end markets are expected to fuel the future growth of the Trucking industry. Declining oil prices over last couple of months is a major boon for many truckers. Fuel cost accounts for a considerable portion of expenses of…
The Fed Meets This Week Dealing With Alarming Bond Market Bubble
The 10-Year Bond now has a Yield of 2.08% right before the all-important Fed Quarterly Meeting and Press Conference this Wednesday, the 10-Year basically lost 24 basis points in a week, and mind you the week right after the strongest Employment Report (a positive 321,000 jobs added for the month) since the Financial Crisis, capping what has…
Why You Should Be Prepared For Both Inflation And Deflation
By James Rickards Today’s investment climate is the most challenging one you have ever faced. At least since the late 1970s, perhaps since the 1930s. This is because inflation and deflation are both possibilities in the near term. Most investors can prepare for one or the other, but preparing for both at the same time…
Presenting The Dividend Death Watch
As the carnage in the energy sector continues, the butcher’s bill of dividend casualties is starting to grow. Back in March, I explained how Seadrill (SDRL) had the weakest financial position of all the offshore drillers. And in early November, I asserted that dividend cuts were coming. Now, we’re already starting to see the “deluge” I warned about. Seadrill and Trilogy…