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01-JANUARY 27-2023

System DownGood morning.
Yesterday’s GDP numbers gave stocks a modest pop following a few lackluster trading days.  The economy grew at a reasonable pace, and inflation seems to be coming down.  That points to the possibility that the US may escape a severe recession – the so-called “hard landing” that many pundits have predicted.
But behind the headlines, the GDP rise came about in part due to a rise in inventories.  When companies have more inventories, they often get to a point where they need to cut prices to move that inventory.  Again, that’s good news for inflation.  But it could also be a sign that consumers are tapping out.  Given how big consumer spending is for the economy, the trend is still toward a recession, but it may be steeper than the headline data looks right now.
Traders can continue to profit from the market’s swings.  Following a strong start to the year, taking profits on long-side trades and looking for downside trades looks like a reasonable strategy.

Now here’s the rest of the news:

Is The U.S. Insolvent?
As I write this article, the U.S. national debt is sitting at $31.4 trillion dollars.  But the total value of all goods and services produced in the United States last year was only about $25 trillion dollars.  Our leaders in Washington could try to reverse course by… [Read Here]

January 27, 2022

Snow Globe!Good morning.
Traders have been eying yesterday’s Federal Reserve announcement for weeks.  And, in anticipation of the start of interest rate hikes as early as March, stocks have been in selloff mode.  Yesterday, the Fed stuck to its guns, with an announcement to keep rates steady for now, but with a plan for the first liftoff in March.
What does that mean for traders now?  Likely not too much besides some short-term volatility, as the market has now priced in a number of interest rate hikes this year, as well as an end to the Fed’s bond-buying program.  The Fed’s overall tone feels much more dovish than how markets have been reacting lately however, and that may lead to stocks gradually moving higher in the months ahead.

Now here’s the rest of the news:

IMF Delivers A Painful New Rating To The U.S.
The International Monetary Fund cut its global growth outlook for 2022 to 4.4%, with the largest revisions being for the world’s two top economies.  The IMF’s report pointed to three reasons behind its downgrade… [Read Here]

Is America In A Super-Bubble?
Today in the U.S. we are in the fourth super-bubble of the last hundred years.  Previous super-bubbles had a series of distinct features that individually are rare and are unique to these events.  In each case, these characteristics have… [Read Here]

January 27, 2021

Lookin' GreatGood morning.
Shares of Despite some of the increased economic lockdowns during the holidays, corporate earnings continue to beat expectations.  That’s partly because companies are good at setting low expectations.  But the fact remains that big business simply moves on in spite of just about anything from wars, to civil strife, to even a pandemic.
Yet despite this strong earnings season, the market isn’t rearing to head to new all-time highs.  What gives?  It may partly be valuations, which are stretched by any measure, such as GDP growth, earnings, sales, book value, or dozens of other metrics.  Simply put, the strong earnings this quarter may not be enough to materially move markets higher, but at least it’s preventing the averages from having a big drop lower.

Now here’s the rest of the news:


January 27, 2020

Video HistoryGood morning!
Markets continue to be sensitive to the coronavirus outbreak.  As news of a 2nd potential case in the United States broke, so did markets, leading to the first 1% intraday decline for stocks in months, but at least they closed off their intraday lows.
With a viral outbreak likely to weigh on economic activity in travel and tourism, expect airline and casino companies to be hard-hit for now, but a potential buying opportunity later.  In the meantime, the only asset that seems to consistently rise on these outbreaks is gold as a safe-haven play from market chaos.

“Leadership is about persuasion, presentation and people skills.”  —Shiv Khera

January 27, 2019

It is Sunday, hello World!  What do you want to be when you grow up?

Caryl and I went for a walk around the neighborhood … snapped a few pictures of each other … and once back home … started again to read our respective books.  I have delved a little deeper into the iPhone and iPad, iOS 12 for Seniors magazine¹ my sister-in-law [Esme] bought me last Christmas.  I have enjoy reading and remembering that ‘techy stuff’.

<<  RAW BEGINNINGS:  I’m also studying Graphic Design to: edit, crop, lighten, move and remove objects from digital pics.  I’ve got a long ‘techy ways’ to go before I can design my own logos, place text, and to add graphic effects … creating that ‘eye appeal, sizzle & pop’ my photos very badly require.  Paying someone at Fiverr or Odesk to do this sounds great, but IF ONLY I could explain what I wanted, arriving at the identical end result pictured in my head.

If I am going to achieve true satisfaction working from home … I must ‘transform the thoughts in my head’ AND with the techy stuff mentioned in the preceding paragraph AND through action applied to the 4Ps [print], [pages], [posts] & [podcasts] … within the next 2 – 5 years retire Caryl (and together move to Newfoundland) and Labrador.  Nothing can take that away from us!

¹Everything you need to know about your Apple iPad

Come From Aways, Do You?

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