Trump pulled off a stunning victory. The Wall Street fashion this morning is to buy Trump stocks, sell bonds, sell gold GLD, and silver SLV, and sell Clinton stocks. The probability is very high that you will lose money following Wall Street in buying Trump stocks and selling Clinton stocks.
In the first presidential debate, Donald Trump said, “Now, look, we have the worst revival of an economy since the Great Depression. And believe me: We’re in a bubble right now. And the only thing that looks good is the stock market, but if you raise interest rates even a
Over the next 10 days, three big events present both great opportunities as well as high risks for investors. The events to be discussed are the Bank of Japan’s (BOJ) meeting on Sept. 20-21, the FOMC on the same two days, and OPEC’s meeting on Sept. 26-28. To give you
The history of negative interest rates is coming to haunt investors. There is potentially a big change ahead coming from Japan that will affect most markets worldwide. Let us start by looking at the annotated chart documenting the history. Please click here for the annotated chart of negative interest rates.
The annotated chart linked below shows that on Friday there was no place for investors to hide. Stocks (large caps and small caps), bonds, emerging markets, gold, silver, oil and most commodities all fell simultaneously in a fashion similar to 2008 and early 2009. Even if we get a reversal
In her much anticipated speech at the Federal Reserve Bank of Kansas City Symposium at Jackson Hole, Wyoming, Janet Yellen was wishy-washy, making stocks, bonds, gold and currencies vulnerable. The title of here speech was “The Federal Reserve’s Monetary Policy Toolkit: Past, Present and Future.” Absent from her toolkit is
In her much-anticipated speech at the Federal Reserve Bank of Kansas City Symposium at Jackson Hole, Wyo. on Friday, Janet Yellen started out by eloquently making a clear case for a Fed interest-rate hike. Then it seems she couldn’t help herself and turned wishy-washy. Yellen’s wishy-washiness has made the markets
When almost everyone is positioned one way and the news shows the positioning is wrong, tremendous investment opportunity is created. Late last year and earlier this year, such an opportunity was created due to combination of the Federal Reserve raising interest rates for the first time since the Great Recession
This post was just published on ZYX Buy Change Alert. The Fed does not bow to the consensus of ‘one and done.’ Fed raises rates by 0.25% as expected. Here is the unexpected in the Fed statement. Fed expands the criteria for future interest rates beyond inflation and employment. Fed leaves
This post was just published on ZYX Global Multi-Asset Allocation Alert. For us to recommend, a stock must pass at least four of the six screens. We prefer a stock to meet all six screens. Our rigorous criteria has led to enviable performance over a long period of time. We