By now you’ve all heard the news. Joe Biden, the Democrats’ presumptive nominee for president, has selected as his running mate Kamala Harris, junior senator from California and the state’s former attorney general.
Markets Have Outperformed When a President Seeks Reelection Read More »
Russian stocks, as measured by the MOEX Russia Index, turned positive for the year on August 4 after plunging 30 percent due to the pandemic.
The Contrarian Investment Case for Russian Stocks Read More »
Complacency in the markets… Does it matter when a just a few sectors are moving higher?
Dana Lyons joins me today to share his thoughts on the overall markets by pointing to the weak breadth and…
Dana Lyons Commentary – Thu 9 Jul, 2020 Read More »
Last week I was introduced to a board game called Pandemic. In the game, players are up against the clock to find the cure to viral outbreaks and contain them before they spread across the entire globe.
A $10 Trillion Response to the Global Pandemic Read More »
Chinese manufacturing activity slumped to a record low in February as the coronavirus outbreak temporarily shuttered plants and factories and travel restrictions impacted the supply of labor.
Here’s Why You Shouldn’t Panic Over China’s Factory Slowdown Read More »
So far in 2020, the yield on the 10-year Treasury has averaged an anemic 0.01 percent when adjusted for inflation. Since the end of January, it’s actually dipped below 0 percent, trading as low as negative 0.14 percent on January 31.
Where to Get Income in a Low-Yield World Read More »
It was the best of times, it was the worst of times—for American trucking companies.
This year alone, nearly 800 U.S.-based trucking companies have gone bankrupt. That’s almost three times the rate as in 2018, when things were looking remarkably positive.
Here’s What the Trucking Industry Could Learn From Airlines Read More »
“This is not QE. In no sense is this QE.”
That was Jerome Powell in early October, answering a reporter’s question on whether the Federal Reserve’s intervention in the overnight U.S. repo market constituted another round of quantitative easing (QE).
It’s the top of a new month, meaning we get to see the latest manufacturing purchasing manager’s index (PMI) readings. And if you follow both the Institute for Supply Management (ISM) and IHS Markit’s reports on U.S. factory activity, you may be getting some mixed signals.
Will the Real Manufacturing PMI Please Stand Up? Read More »
International markets breaking to highs and overall risk tolerance
Dana Lyons and I discuss the overall health of the US markets and risk tolerance around the world. We also…
Dana Lyons Commentary – Thu 31 Oct, 2019 Read More »
