FOMC Dominates Week Ahead Calendar

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The last FOMC meeting of 2018 is at hand.  After hiking rates three times in 2017, the Fed signaled that four hikes were likely this year and with a widely expected move on December 20, it would have fully delivered, though many steps along the way, skeptical investors had to be led by the nose,… Read More

Is The Market On The Naughty List? 12-14-18

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Is The Market On The “Naughty” List Lack Of Experience Daily, Weekly, Monthly View Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha Important Note: Over the next couple of weeks, the newsletter will most likely be just a short note updating you on market action and portfolio… Read More

The Power of Good Debt

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This post The Power of Good Debt appeared first on Daily Reckoning. There are financial gurus out there that teach the best way to retire rich is to pay off debt. Their lessons usually suggest that debt is bad or even evil. They preach that it is smart to pay off your debt and to… Read More

Why Worry About An Inverted Yield Curve? Here’s Why

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“Despite all the ominous press being devoted to the soon-to-be-inverted yield curve, it’s not always clear why such a thing matters. In other words, how, exactly does a line on a graph slipping below zero translate into a recession and equities bear market, with all the turmoil that those things imply?” By Lorimer Wilson, editor… Read More

The Relevant Word Is ‘Decline’

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The English language headline for China’s National Bureau of Statistics’ press release on November 2018’s Big 3 was, National Economy Maintained Stable and Sound Momentum of Development in November. For those who, as noted yesterday, are wishing China’s economy bad news so as to lead to the supposed good news of a coordinated “stimulus” response… Read More

Just In Time For The Circus

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Just in time to follow closely upon yesterday’s European circus, IHS Markit piles on with more of the same forward-looking indications looking forward the wrong way. Mario Draghi says the ECB is ending QE, good for him. The central bank will do this despite balanced risks rebalancing in a different place. The more bad news… Read More

Retail Sales, The More Immediate Problem

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How quickly hope can sour. That is, if it is based on suspect assumptions and a misreading of the general situation. It would then be more like irrational pleading than derived from solid analysis. One year ago, thereabouts, President Trump delivered upon one campaign pledge. He pushed a tax reform bill through Congress aiming to… Read More

Do What’s Necessary, Not What You Can

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What you can do and what you should do are often not the same things [Read more] The post Do What’s Necessary, Not What You Can appeared first on Capitalist Exploits. Source: https://capitalistexploits.org/65.html

The 7 Stages of a Financial Bubble

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This post The 7 Stages of a Financial Bubble appeared first on Daily Reckoning. “Is there a real estate bubble?” That’s the question I’m asked repeatedly. When I reply honestly, “I hope so,” the person asking me will sometimes get angry. “You want the market to crash?” asked one young man incredulously, at an event… Read More

Trump Need’s NOPEC, not OPEC

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A surprise event with a major impact is known as a Black Swan. The theory was made famous by Nassim Taleb in his books Fooled by Randomness and later in The Black Swan. In his books, Nassim argues that many of the world’s greatest feats are in fact black swan events. In the finance world,… Read More

This Ratio Confidently Says: “The Next Crisis Is Now Here”

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…”Ignore the headlines, the next crisis is here…and if you’re not already preparing for it, NOW is the time to do so.” By Lorimer Wilson, editor of munKNEE.com – Your KEY To Making Money!  [This synopsis of edited excerpts* (88 words) from the original article (725 words) by Graham Summers provides you with a 57% FASTER – and EASIER – read. Please note:… Read More

These 2 Gold:Gold Stock Ratios Tell An Amazing Story

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…[Below are 3] “charts from the PM complex…[that are] very helpful…[in figuring] out what the PM complex is up to…[and what they reveal is] pretty amazing when you think about it.” [Take a look.] By Lorimer Wilson, editor of munKNEE.com – Your KEY To Making Money!  [This synopsis of edited excerpts* (419 words) from the original article (1171 words) by Plunger provides you… Read More

Weekend Reading: Did The Grinch Steal Christmas?

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On Tuesday, we put on a small S&P 500 trading position for an oversold bounce. At first, it didn’t work and we were almost stopped out, but a late day rally kept us in the position. Wednesday was a different picture as stocks rocketed out of the gate on more “trade talk” news with China, but… Read More

Week Closing on a Disappointing Note

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Overview:  A string of disappointing economic is spurring risk-off sentiment today.  Global shares prices are being punished and core bonds are being snapped up.  The US dollar is trading higher against most major and emerging market currencies.  The MSCI Asia Pacific Index was flat on the week coming into today’s session.  Many of the large… Read More

Sometimes Bad News Is Just Right

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There is some hope among those viewing bad news as good news. In China, where alarms are currently sounding the loudest, next week begins the plenary session for the State Council and its working groups. For several days, Communist authorities will weigh all the relevant factors, as they see them, and will then come up… Read More

New Cold War With China Possible

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This post New Cold War With China Possible appeared first on Daily Reckoning. On Saturday, Dec. 1, at the end of the G-20 meeting in Buenos Aires, President Trump and his team of trade and finance advisers had dinner with President Xi Jinping of China and his team. The purpose was to discuss the ongoing… Read More