Should the Fed Buy Treasuries or Agency MBS During QE? Yes
MLP Monthly Report: September 2020
3 Commandments For Investing In A Shaky Stock Market
In volatile and unpredictable markets, DataTrek Research co-founder Nicholas Colas says it’s important for investors to remember three commandments of investing.
Can Ray Dalio Bring the World’s Biggest Hedge Fund Back to Its Former Glory?
U.S. Equity Strategy – Neutral Outlook Intact
Chart Advisor: The Big Witch
Charting the Market: Examining 2020’s Not-So-Fun Factor Experience
Our Guide to Watching the Presidential Debates
The first debate in an election season leaves an indelible impression on voters. These are the top issues we hope the candidates will address in detail.
Do Stocks Vote Blue?
Are the Trends Still Our Friends?
The Dangers of the Obvious
What are the odds that the market clearing prices that all of that leads to are far from what the true market price should be? What are the odds that any individual market participant can be smarter than the collective wisdom of all those smart people and computing power?
Leaked documents showed a dozen banks – including JPMorgan, HSBC, and Deutsche Bank – have been helping criminals remove stubborn stains from their ill-gotten gains.
A User’s Guide to Qualified and Ordinary Dividends
At some point in almost every investor’s life, they’ll be alerted to the fact that they’re collecting “qualified dividends.” That inevitably prompts the natural question: What are qualified dividends?
Holding the Line
There were various life stages to yesterday’s trading that included bad, very bad, and good. The bad and very bad came early while the good came late as Apple (AAPL) powered back from a 3.5% decline to end the session with a 3.0% gain.
Morning Insights: September 22, 2020
Chart Advisor: The C Word
Improvement Not Accelerating
Weekly Market Recap: September 21, 2020
Economic Update: September 21, 2020
2Q20 real GDP was -31.7% q/q at a seasonally adjusted annual rate, following a 5.0% q/q decline in 1Q20. The second quarter should mark the end of a severe but short recession, with a peak to trough decline of 10.2% in real terms.
What’s on Tap Weekly Calendar: September 21 – 25, 2020
September 21 – 25, 2020: Key Events – European Society for Medical Oncology (ESMO) Virtual Congress, 9/19-9/21; Mizuho Virtual Software Tout, 9/21-9/22…
Overbought AG Markets
Futures Market Outlook: September 21, 2020
Last week the dollar was signaling higher lows, and a rising probability that it was going to stabilize here in the lower half of our range. That’s proving correct this morning.
Chart Advisor: Summer’s End
Long-Term View Best Tonic for Digesting Tech Sector Volatility
Recent volatility in the tech sector may cause some investors to lose sight of the powerful forces that have propelled tech’s earnings growth; yet Portfolio Manager Denny Fish argues that a long view is essential for maximizing the opportunity presented by the transition to a digital global economy.
A Few Thoughts for This Quarterly Expiration, and the Next
Webinar – Eurex – Uncharted Territory: Preparing for Movements into the USA Election and the UK’s Exit from the EU
Growing Optimism on a Covid-19 Vaccine Boosts Investor Confidence in August
What it Means: Fed to Keep Interest Rates Near Zero Through 2023
On Wednesday U.S. Federal Reserve Chair Jerome Powell announced its new operating strategy to maintain rates at near-zero, and to continue purchasing significant amounts of securities.