economic news

U.S. Economy: Why We’re Headed for a Bumpy Ride in 2015

By Monday, April 6, 2015
US economyDon’t be fooled by what you hear from the mainstream media and the politicians. The U.S. economy continues to struggle. In fact, looking at the economic data closely, it suggests we are headed for an outright slowdown. U.S. Economy to Be Fine Without Consumer Spending? Consumer spending makes up two-thirds of U.S. gross domestic product (GDP) and right now, Americans are refusing to spend, as evidenced by meager consumption figures. .

Stock Market Slowdown: Soft Data, Earnings Signaling Bull Market End?

By Monday, April 6, 2015
Stock market bull and bearA lot of economic news has been coming in softer of late and it’s affecting the stock market. That is to say that the data are often just slightly below existing Wall Street consensus. Stocks have been churning all year and the market’s lack of direction is a result of all the usual suspects: the Federal Reserve, oil prices, global economic news, and geopolitical events. Now that we’re on the .

A Hot Sector of the Market I Feel Will Soon Be a Buy Again

By Thursday, June 26, 2014
Why Action in 3D-Printing Stocks Is Healthy for This MarketEverything in the stock market experiences its own cycle of enthusiasm among investors. And this is especially well illustrated among speculative issues. There was a time only a few years ago when some of the hottest speculative stocks were in solar energy. Now this small equity universe is still trying to rebuild itself. And in more recent history, 3D-printing companies experienced incredible capital gains, only to experience incredible capital losses .

What Do This Quarter’s Mixed Earnings Results Mean?

By Monday, June 23, 2014
Market May Be Entering a New Cycle—But Don't Buy Just Yet!Oracle Corporation (ORCL) announced a quarterly revenue gain of three percent, but Wall Street was looking for more and the company’s share price retreated on its earnings results. If it weren’t for the Federal Reserve, we probably would be in a correction, if not a consolidation, which has been the broader market’s go-to trend when it should have retreated further. It’s such a mixed bag out there both in terms .

The Downside to Dow 20,0000

By Friday, June 13, 2014
Where the Stock Market Could Head NextWith the Dow Jones hitting 17,000 being pretty likely in the not-too-distant future, from there, it’s only another 18% or so until the Dow hits 20,000, which is pretty incredible. These numbers seemed so unrealistic just a few years ago but now, it’s not too farfetched. The most amazing thing to me is that stocks still haven’t experienced a material price correction since the financial crisis. Stocks aren’t necessarily stretched .

Why the Chinese Economic Slowdown Matters

By Tuesday, March 11, 2014
Chinese Economy to See Black Swan Type EventUnderstanding the economic slowdown in the Chinese economy is very important because not only does it impact American companies doing business there, but what happens in the Chinese economy—now the second-largest economy in the world—affects the global economy. While media outlets tell us the Chinese economy will grow by about seven percent this year (30% below the 10% the economy has been growing annually over the past few years), the .

Where to Find Value in an Overbought Market

By Thursday, February 20, 2014
What Stocks to Buy in an Overbought MarketMany smaller companies are now reporting their financial results, and very soon, it will be the lull between earnings seasons, when the only fuel the marketplace has to go on is monetary policy and economic news. It wouldn’t surprise me at all if stocks took a break for the entire second quarter. Fourth-quarter financial results were decent, but they weren’t the kind of numbers that justify loading up on positions. .

Why a Serious Stock Market Correction is Overdue

By Monday, December 9, 2013
Serious Stock Market Correction is OverdueThere is going to be considerable pressure on interest rates and the Federal Reserve very soon, and it’s very likely that we’re going to get some choppy trading action in stocks. The reason for this is, of course, positive economic news, which is increasing the likelihood of a decrease in monetary stimulus. As contradictory as it may seem, good economic news is actually bad news for stocks; that’s just the .

The Day People Woke Up and Said, “I Need to Rush Out and Buy Stocks”

By Wednesday, November 20, 2013
 key stock indicesCan you believe the mainstream headlines these days? I’m reading about the Dow Jones Industrial Average going to 19,000… I’m reading that stocks are rising because the amount of stocks for investors to buy has diminished… It’s all rubbish! The chart below of the Dow Jones Industrial Average breaking above 16,000 makes it look like people just woke up the morning of November 18 and said, “I need to rush .

Regardless of Change in Monetary Policy, I’m Still a Big Fan of These Types of Stocks

By Tuesday, September 17, 2013
Regardless of Change in Monetary PolicyEverything in capital markets is basically on hold until there is certainty regarding monetary policy and the prospects of a reduction in quantitative easing (QE). The stock market reaction to the Federal Reserve’s last monetary policy statement wasn’t good, and there was seemingly a misinterpretation by institutional investors as to what the central bank’s actual intentions were for reducing QE. But stocks recovered, and the equity market remains resilient. Over .

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From: Michael Lombardi, MBA
Subject: Gold: The Stock Contrarian Investors’ Best Play of the Decade

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