Crude Oil Update: “Hope Re-enters the Market”
The price of crude oil has been inching up as of late and this is getting the analysts, financial press and market prognosticators more bullish. We are seeing more articles…
Can Gradual Interest-Rate Tightening Prevent a Bust?
We invest in the real world, not the theoretical one. But investment, monetary, economic, etc. theory is an important part of the investment process. We often think about macro trades, commodity,…
Tax Reform, Something Real or Much Ado About Nothing?
The House Ways and Means Committee came out with their tax reform plan, which has been hyped extensively since the election. Now that there is something real to look at,…
Fed Statement & Its Impact on Our View of Interest Rates & the US Dollar
The Federal Reserve had a meeting and issued a statement yesterday. We did not learn very much, but we did learn that the Fed has finally stated that the economy…
Hold a Buck to Make a Buck
One of the subjects that we have discussed here at TOE has been monetary policy, interest rate differentials, and the performance of the US Dollar. As a memory refresher, we…
Monday, Tuesday & Wednesday are the Best Days to Own Stocks, Forget Thursday & Friday
The efficient market hypothesis posits that daily share price movements are random and that all stocks are priced with the expectation that the holder of an asset earning a profit…
The Week Ahead 10/30/2017
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A Time to Hedge
Picking the tops and bottoms in the price of a stock, commodity or index is a nearly impossible task. There are a number of reasons for this, not the least…
Breaking Out the Financials
The old common rule of thumb was that falling interest rates are good for bank and rising equity prices are good for the insurance companies. At first blush, this makes some…
Salesforce.Com (CRM) Sometimes We Don’t See Value Where Others Do
The investment markets are made up of millions of buyers and sellers. To our way of thinking, asset prices are set by the buyers. Afterall all, the price of an…