Some Thoughts on the Macro Picture for 2018
The "everything bubble" is a meme that is alive and well. The price of everything is going up. The price of stocks, bonds, real estate, Cryptos, food, healthcare, education, and…
Christmas Was Great for Retailers | Will it be Great for Investors?
With the unemployment rate lower than last year, the major stock averages prices up over 20% and real estate trading at higher prices, people are feeling more flush with cash.…
Are Cryptocurrencies here to stay?
Cryptocurrencies have been in the news capturing the imagination of speculators and investors alike. The reason for the interest and enthusiasm has everything to do with dreams of riches and…
US Dollar Update
The US Dollar is at an interesting juncture at this point. Every central bank of virtually every country on the planet, including the US, has tried to weaken the value…
South African Politicians are at it Again
Back on 20-June-2017, we discussed the investment environment in South Africa. In that post, we gave a bit of background on the country. Republic of South Africa (RSA), as the…
Bonds are Dead, Long Live Bonds
One the macro front, we talk about bonds quite a bit, even though most of our followers are interested in equities and options. We give bonds a good bit of…
United Continental (UAL) | Room to Fly
We talk about the airline sector from time to time here at The Options Edge. We have taken a shine to the industry as it has moved from a fragmented industry…
The Week Ahead 12/18/2017
What to Watch for this Week The Dow, SP500, and Nasdaq are all at record highs. The Dow is poised to pop 100 point again this morning when the market…
Update | Retail | Bed, Bath & Beyond Earnings
Retail has been one of the most hated sectors of the stock market. The Amazon taking over the world meme is simply too much for many investors to resist. But…
James Grant | Markets, Monetary Policy & Crowd Behavior
The has been a very interesting week from the standpoint of monetary policy. Not because investors are uncertain about what Central Banks are going to do, but because they know…