This year has started out with a bang with the Dow going up over 100 points on the first trading day for 2018, but there are sectors that went up more than the Dow did Tuesday and are likely to continue to outperform the Dow for the rest of the year. But in the end,…
In my opinion, one of the more widely discussed topics in 2018 will be the shape of the U.S. Treasury (UST) yield curve. This is a development I highlighted on a periodic basis throughout the course of 2017, and I offered our latest insights in a November 29 blog post, “U.S. Treasuries: The World Is Flat After All…At…
The following outlook provides our investment thoughts for the coming year. We did not include specific recommended asset allocation weightings for the major asset classes, as they will be part of Real Investment Advice premium services. Market Fundamentals The confluence of improving synchronous economic global growth and hyper-inflating asset markets is urging central bankers to…
The recent elections in the Eurozone have shown that the risks to the European project remain. In Germany, an insufficient victory from Merkel, the collapse of the social democrats and the rise of the alternative right and extreme left have surprised many. However, it was predictable. The relief rally in the Euro versus its trading…
Longbow analyst David MacGregor downgraded Harley-Davidson (HOG) to Underperform from Neutral with a price target of $43. The shares closed yesterday up 2% to $52.06. Channel checks in Q4 revealed that Harley’s U.S. retail sales are trending down 5%-7% with U.S. shipments expected to be down at least 20%, MacGregor tells investors in a…
Not long after bitcoin soared by over $1,000 in a matter of minutes, when it was revealed that Peter Thiel had invested in the cryptocurrency, overnight bitcoin experienced some weakness after a report in the QQ.com news portal, subsequently confirmed by Reuters, that China’s PBOC had held a meeting to regulate bitcoin mining power use,…
Every New York stock exchange trading day I’m posting a daily dividend stock or fund review. I’ll share the three chief qualities of just one equity or fund that could be selected for a dividend stock portfolio I’ve named the Safari to Sweet Success. This week’s slot in the Safari portfolio is reserved for the…
Germany, Europe’s largest economy continued to create more new jobs as growing demands boosted business activities and economic growth. The economy created 29,000 jobs in December, pushing the unemployment rate to a record-low of 5.5 percent, the Federal Labor Agency in Nuremberg reported on Wednesday. The continuous job creation in Europe’s largest economy is expected…
CoreLogic’s Home Price Index (HPI) shows that home prices in the USA are up 7.0 % year-over-year (reported up 1.0 % month-over-month). CoreLogic HPI is used in the Federal Reserves’ Flow of Funds to calculate the values of residential real estate. Analyst Opinion of CoreLogic’s HPI CoreLogic year-over-year rate of growth has been steady for…
Weighting stocks based on market capitalization has long been the design standard for most index funds, but a recently launched ETF turns the strategy on its head. The Reverse Cap Weighted US Large Cap ETF (RVRS) holds the familiar S&P 500 names but in weights that are inversely proportional to their market cap. For example, the largest…
