NewCover with LOGO

07-JULY 13-2023

Floral July '23Good morning.
Inflation continues to drop.  That’s generally good news, sending the market to new highs for the year.  Typically, when inflation drops down, so do commodity prices.  But this time around, they may prove a bit stronger than expected.
That’s for a variety of reasons.  Oil is likely to trend higher thanks to a series of production cuts made by OPEC this year.  Estimates are that inventories may drop by 2.8 million barrels per day by August.
And if the economy avoids a recession, commodities will be in demand for technologies such as electric vehicles.  That bodes well for several metals, particularly the lithium needed for rechargeable batteries.
Overall, while prices may continue to decline, finding areas where prices could rise could lead to market-beating returns in the second half of the year.  Investors should look for oversold opportunities in the commodity space.

Now here’s the rest of the news:

Economist: We Are Seeing The “End Of The Beginning” In Inflation Battle
Central banks are at “the end of the beginning” in their battle against inflation, according to a top Société Générale economist.  With core prices stuck at stubborn highs, the battle ahead is looking even longer than anyone expected… [Read Here]

The End Of Easy Money
Financial conditions for junk-rated companies have tightened only a little since the Fed started tightening in early 2022, from the loosey-goosey levels in 2021, and they remain loose by historical standards, though the Fed has jacked up interest rates by… [Read Here]

July 13, 2022

closer togetherGood morning.

Now here’s the rest of the news:

America Hits A New 48-year Low
Small business confidence dropped again in June as fears over white-hot inflation persisted, with the most business owners since 1980 reporting that rising prices were their single most important problem, according to a new survey… [Read Here]

Most Americans Earning Over $100,000 Are Worried About This
Inflation is a real worry for many Americans — even those who earn six figures — and it’s impacting decisions about how they spend their money.  Fully 96% of those high earners are concerned about inflation and 65% are “very concerned” about… [Read Here]

July 13, 2021

VacationGood morning.
Is it the beginning of the end for social media?  In some ways, perhaps.  Many of the big players could be swept up in potential antitrust legislation aimed at breaking up big tech.
And, as former President Donald Trump stated in an op-ed in the Wall Street Journal, social media has taken the place as radio, broadcast television, and even town halls in terms of how many connect for political speech.
The points are well-taken, but considering the messenger, it’s more likely that, for now, any changes to social media will come from increased regulation of big tech overall.  The former president may have been banned from nearly all current social media platforms, but he’s already been working on one of his own, as well as maintaining a presence on smaller platforms with a high commitment to the freedom of speech.  That’s less of an end, and more of a new beginning.

Now here’s the rest of the news:

“Transitory” Inflation Is Turning Into an Inflation Death Spiral –Wolf Richter,The Wolf Street Report
Highest CPI in nearly two decades, cascading shortages, from ammo to semiconductors, and transportation bottlenecks – get used to it.  Here are my thoughts on the biggest mess I’ve seen in decades… [Read Here]

July 13, 2020

Better Every Day...Good morning.
The market finished last week on a high note as Gilead’s remde sivir trial data appeared to lift the spirits of aging bulls.  While not a vaccine, the ability to treat patients and lessen the impact helps limit the stress on hospitals and will continue to lower the fatality rate.  This is good news for the areas most greatly impacted by restrictions.

Now here’s the rest of the news:

Power Surge
Perhaps more than ever, the stock market appears to be in the grips of FOMO, or “fear of missing out.”  Especially among institutional money managers, there is safety in numbers.  As long as everyone agrees to buy the same stocks, share prices can only go up.
Similar to Novavax, Tesla‘s surge in popularity is a result of the coronavirus pandemic.  Institutional investors have to put their money somewhere and COVID-19 threatens to put a lot of companies out of business.

June Spending Deficit Tops All of FY2018 (And It Gets Worse)
At nearly $1 trillion per year, the deficit in recent years was already astronomical by any measure.
But now that it’s set to surge by absurd 276% versus the previous year, it’s time to assess the ramifications that are soon to hit home for too many Americans.

“I believe in benevolent dictatorship, provided that I am the dictator.” –Richard Branson

Stocks Are Up, But So Is Gold – And Analysts Say the Metal’s Rally is Just Getting Started
“The Federal Reserve and central banks around the world just keep printing money… And so, gold is going to take out the old highs, $1,950 or something, and it is going to keep going.” –Jim Wyckoff

July 13, 2019

Do you know exactly what you want to do but somehow still can’t figure out the execution bit?

Are you waiting to get all your ducks in a row before you can present your idea to the world?

Do you believe that inspiration will help you create the perfect idea and land you your next big break?

Read on below for an important lesson from NIKE and Dale Carnegie.

“Start NOW: Action will create the inspiration you seek”

You know how sometimes you’re not really in the mood to do something until it starts and suddenly it’s great and you’re glad you pushed yourself?

    • the meet-up you didn’t want to attend but ended up enjoying and even offering to help organize the next one
    • the workout session that took all your willpower to begin but left you feeling more energized in the end
    • the healthy recipe you tried to humor your best friend that helped spark ideas on how you can improve your own diet

The thing is, we never really know how we will feel when we do something until we actually do it, and this gap in knowledge oftentimes gets in the way of our progress, especially if it’s something new, or something difficult.

Super Saturday!  😉

July 13, 2017

Beautiful British Columbia

Before we forget … Caryl and I had a wonderful breakfast, and … checked out our next year’s Kimberly accommodation.  Alpenglow Bed and Breakfast … tell Anja … we sent you!  (info@alpenglowbb.com)

Today though, back home!  [Calgary]

We decided to travel through the Crowsnest Pass as we haven’t gone this way for a long time!  Caryl wants to pick up a few gardening items when we get to Midnapore — and it will be Rush Hour around that time too!

REW

IMG_0712
Come From Aways, Do You?

More Posts

04-APRIL 16-2024

If you have built castles in the air, your work need not be lost; that is where they should be. Now put the foundations under

04-APRIL 15-2024

You see things; and you say, “Why?” But I dream things that never were; and I say, “Why not?” Now here’s the rest of the

04-APRIL 14-2024

Commitment leads to action and action brings your dream closer.         April 14, 2023 Good morning. As investors, the market’s trend is

04-APRIL 13-2024

When you identify your fears and learn to use them positively, you can develop ways to deal with them that will catapult your dream into

04-APRIL 12-2024

Simply changing your belief can shift your internal conversation from thinking of  your dream as impossible to seeing its possibilities. Now here’s the rest of

04-APRIL 11-2024

Keep speaking your dream. Keep speaking the possibility. Now here’s the rest of the news: Behind The “Good Jobs Report” Lies This Fine Print First

04-APRIL 10-2024

This space is available for your dreams. Now here’s the rest of the news: Discount Retailers Wiped Out By Inflation Another budget retailer filed for

Like this article?

Share on Facebook
Share on Twitter
Share on Linkdin
Share on Pinterest

Leave a comment

Send Us A Message