Are the Financials the Canary in the Coal Mine?
The "risk" markets, both equity and high yield debt have had quite a recover since the Christmas. We are now seeing many analysts and market commentators turn from bearish to bullish.…
The Week Ahead 1/14/2019
The Longest Governement Shutdown in US history. That is the theme for the week. Global Spotlight Brexit Vote Looms. The moment of truth is about to arrive for British Prime Minister…
Should We Be Worried about AOC’s Proposal for Higher Tax Rates
In a word, yes but hot for the next few years. So long as the Republicans hold the Senate or Presidency, we are not at risk of higher tax rates.…
This Weeks Earnings Announcements Jan 14 to 19
Earnings season is picking up and we anxiously await what companies have to say. Will earnings flatline? If so, the bears may take control once again. Will earnings move higher?…
Netflix… Will the Show Go On?
Netflix, Inc., (NFLX) is engaged in the delivery of television (TV) shows and movies over the Internet. The company is organized into three segments: Domestic Streaming, International Streaming, & Domestic…
The Dollar’s Next Move
The US Dollar has been in a bullish trend for much of the past year. We think this is due to a few of macro factors that made the US…
Time to Revisit South Africa
The investment story of South Africa is one we talk about on these pages but one we rarely seen covered by the US Financial Press. This is a bit odd…
Earnings Season
We are back in earnings season and we think this round of earnings reports will be revealing. Analysts seem to be all over the map and the sales slowdown by APPL…
Precious Metals Update
On 22-November-2018 we discussed the investment potential of the major precious metals, gold, platinum, and silver. We put palladium aside as it is trading in its own world far above…
Is It Time to Repair Your AAPL?
Apple Inc is one of the most widely held stocks in the marketplace. This should not come as a surprise as it has a market capitalization of $700 billion, which…
The Fed Created the Volatility
We believe that the Fed is the primary culprit when talking about the business cycle and instability. Mark is not a big fan of the Fed and believes they do…
Now We Know Why Equity Prices are Falling… There is a Worm in the Apple
As we listen to financial commentators, analysts, portfolio managers, etc. we have heard a number of reasons why the stock market is falling in spectacular fashion. The most popular reasons for…