What We’re Reading • Stuck on Zero • If Only the Fed Would Get Out of the Way • The Federal Reserve Pulls a Lucy • The Fed Stands Pat -- And So Will The Economy • What a Fed Interest Rate Change Could Mean For Your Wallet … [Read more...]
VIDEO: Federal Reserve is Hostage to Markets: UBS
The Monday Melee: Apple TV Cutting the Cord
Apple TV Reborn: The new Apple TV is almost here. Will it accelerate the trend of cord cutting among consumers? The updated version of the device will allow developer created apps (aside from those made by Apple), will have a heavy gaming element built in, and will be capable of near full voice control by Apple's Siri product. Cutting the Cord: More Americans are cutting their cable and moving to internet based television. Here a graphic by Pacific Crest shows the trend, which must be terrifying for cable companies. Top 20 Nations in ITIF Broadband … [Read more...]
VIDEO: There Is No Safe Asset Anymore
Bloomberg: Gloom, Boom & Doom Report Editor Marc Faber discusses market volatility and his investment ideas. He speaks on "Market Makers." … [Read more...]
The Monday Melee: Volatility Spikes!
VIX Through the Roof The popular VIX index of volatility spiked upward through its two-standard deviation line last Monday, and has remained well above its mean since then. While the VIX isn't always an indicator of recession, a spike in the index is certainly worrisome for the market. VIX Wild Ride VIX Reality Check [gview file="https://www.youngresearch.com/wp-content/uploads/2015/08/TheVixRealityCheckMay10.pdf" width="600" save="0"] Quotable "Fragility is the quality of things that are vulnerable to volatility." - Nassim Nicholas Taleb "Fear tends to manifest itself much more … [Read more...]
China: A Pump & Dump On the Peasants
This is an excerpt from Young Research’s Global Investment Strategy (June 2015 issue), where we help investors compound wealth with investment strategies that span the global investment landscape. We cover the global stock and bond markets as well as currencies and commodities. Young Research’s Global Investment Strategy is designed for the investor who does not want his investment success bound by the opportunities of a single market. The Chinese market has recently entered the land of bubble conditions with vengeance. The Shanghai Composite index is up 152% over the last year, and the … [Read more...]
Winter Stage of the Business Cycle
This is an excerpt from the June 2015 issue of Richard C. Young’s Intelligence Report, where Dick Young helps investors compound wealth with income generating strategies that seek to avoid risk. Dick uses his proven inference reading based investment strategy to recommend stocks, bonds, mutual funds, and exchange traded funds generating attractive shareholder returns. Richard C. Young’s Intelligence Report is designed for the discerning investor not the fad driven speculator. Buy High, Sell Low The decided tendency of a vast majority of investors is to greatly understate sensitivity to … [Read more...]
The Monday Melee: Day of Rage
World Dependent on Chinese Growth The Wall Street Journal writes: Beijing’s struggles this summer have spooked many investors into viewing China as a threat to, rather than a rescuer of, global growth. During the financial crisis of 2008 and early 2009, China, with a colossal stimulus plan, acted as a shock absorber. Lately, it is China that is providing the shocks. Over the past week, it has grown clear how dependent a growth-starved world is on China, which accounts for 15% of global output but has contributed up to half of global growth in recent years. Given this dependency, one … [Read more...]
How Long Can Saudi Arabia Hold Out on Oil?
Bloomberg's Vivian Nereim and Donna Abu-Nasr write that Saudi Arabia is facing serious economic trouble as a result of continued low oil prices: Economists are predicting a budget deficit of as much as 20 percent of gross domestic product and the International Monetary Fund forecasts a first Saudi current-account deficit in more than a decade. Reserves at the central bank tumbled 10 percent from a year ago, or by more than $70 billion. As a result, bets on the devaluation of the riyal are surging. The Tadawul All Share Index lost 18 percent in the past three months and dragged stocks down … [Read more...]
Home Improvement Surges along with Housing Starts
Housing starts are nowhere near their pre-recession highs, or even their pre-recession averages, but starts are up over 153% per month from the lows of 2009. Likewise the S&P 500 Home Improvement Retail Index (made up of companies like Home Depot and Lowe's) has been surging. Home builder sentiment is also high, with the NAHB/Wells Fargo Housing Market Index rising this month to its highest level since 2005. … [Read more...]
- « Previous Page
- 1
- …
- 64
- 65
- 66
- 67
- 68
- …
- 116
- Next Page »