Market Overview

The payroll report for June 2017 was the first “good” one in some time. There are now a few indications that the “reflation” in the economy may be finally having positive...

There’s really no denying it - value investors are having a tough time in the U.S. right now. Our markets are dominated by expensive stocks. As you can see from this week’s chart, U.S....

At the Fed, the debate is over normalization of the balance sheet. The Fed has already finished tapering. The ECB is still addicted to a balance sheet build-up.In contrast, the ECB is still addicted...

Variant Perception notes China Broad Credit Growth Slows to Zero. The side effect is a huge amount of collateral damage. The recent tightening of credit we have seen in China is primarily aimed at...

Note: This commentary has been updated to include this morning's release of Nonfarm Employment for June.Official recession calls are the responsibility of the NBER Business Cycle Dating Committee,...

Every week we post an update on new unemployment claims shortly after the BLS report is made available. Our focus is the four-week moving average of this rather volatile indicator. The financial press...

By accepting life's limits and inevitabilities and working with them rather than fighting them, we become free.You just know there are certain things in life which are going to happen. For example,...

As a market watcher, one of the key elements in forming a trading strategy is understanding where the big money is flowing, like market distribution. We define money flows simply as accumulation...

Summer Equity Market Bounce in US dollar – Multi-week low in gold The price pattern of both gold and the miners continues to mimic that of the base during the 8-year cycle low in...

Covered call writing is a short-term strategy where we sell Weekly or Monthly options to generate cash flow. It is best to use this strategy in sheltered accounts to defer or eliminate tax...

There is a great deal of "hype" regarding aggressive market timing, with timing services often advertising overinflated gains attained by trading both bullish (long) positions and bearish (short)...

On June 26, the 10-year generic German yield closed at 24.5 basis points. It finished last week a little over 57 basis points. The similar Italian yield has risen 45 basis points to 2.05%. The...

(from my colleague Dr. Win Thin) The US confirmed North Korea's claims that it tested an intercontinental ballistic missile. The Pakistani rupee was devalued, prompting a new central bank governor to...

DOW – 158 = 21,320SPX – 22 = 2409NASDAQ – 61 = 6089RUT – 19 = 140010 Y + .04 = 2.37OIL + .16 = 45.29GOLD – 1.70 = 1226.00BITCOIN +0.08% = 2621.33 USDETHEREUM –...