Listen to the Podcast Audio: Click Here Mike Gleason: It is my privilege now to welcome in our good friend David Morgan of The Morgan Report. David it’s always a real pleasure to have you on and welcome back, how are you sir? David Morgan: Mike I’m doing well, thank you very much for having…
Oil is trying to hold ground after Friday’s fear-based market sell-off. Tariff fears and now talks of global growth fears after a sub-par jobs report, not to mention a rising rig count, sent oil lower. Yet current strong demand, falling OPEC productions as well the possibility of a major reaction by the U.S. after Syria…
As an investor, when contemplating the words in the geopolitical and macro realm, deciphering words and verbiage can be critical to a portfolio’s performance. The geopolitical environment investors are forced to consider this year likely outweighs that which one had to consider in the more recent past or during previous U.S. administrations. The last couple…
One truism investors know well is the fact the stock market does not perform well in a recession. The recent focus on implementation of tariffs on the U.S.’s largest trading country, China, have some concerned about escalation into an all out trade war and leading to an economic slowdown or recession. Google web search on…
In early 2016, I warned investors about the dangers of Master Limited Partnerships (MLP’s) and chasing dividend yields. To wit: “One of the big issues starting in 2016 will be the reversions of MLP’s. Many investors jumped into MLP’s believing them to be a ‘no-brainer’ investment for income with little or no price risk. As I have suggested many…
I am refusing to write about the latest bearishness of stock markets over fear of a trade war. China and Trump are both making big threats as a negotiating strategy. This will go on for months and we have to examine other parts of the stock market. Renaissance Research is recommending a global bank stock I…
This afternoon we’ll get the Congressional Budget Office’s first look at the budgetary consequences of Donald Trump. That is, the CBO will release its 10-year budget outlook, which was delayed by a few months to allow enough time to assess recent legislation. Expect the media to respond in a variety of ways, including matter-of-fact reporting and editorials…
This is a long one, but many enlightened observations in this clip, especially in the first hour or so. Always cathartic to hear someone call ‘bollocks’ on mainstream financial memes and explain why the focus must be on protecting and enabling savings to endure rather than ‘running money’ and ‘playing markets’. In his first-ever interview,…
This week it’s a look at ETF market share – which is basically another way of saying implied country allocations. There are a few standouts across the countries within emerging markets when you look at implied country allocations, but Mexico is a particular standout for a number of reasons. The chart comes from a report on…
Presently, the state of US trade deficit and how the Trump administration is attempting to address it is front and center. In February, the deficit came in at $57.6 billion, with the 12-month total of $589.6 billion, which was the highest since March 2009 (Chart 1). China – a manufacturing hub – is a big…
