Wednesday, 31 July 2019

31/7/19: Fed rate cut won't move the needle on 'Losing Globally' Trade Wars impacts

Dear investors, welcome to the Trump Trade Wars, where 'winning bigly' is really about 'losing globally': As the chart a...

31/7/19: Canary in the Treasuries mine

Judging by U.S. Treasuries, things are getting pretty ugly in the economy: The gap between long-dated bond yields and short-dated paper...

Preparing to Protect Your Wealth In An Economic Downturn

Stocks are near all-time highs, but investors should be prepared to protect their wealth in times of economic downturns, knowing a bull ma...

Can Market-Price Housing Construction Help Low-Price Affordability?

If a metropolitan area was to alter its system of permits and rules in a way that enabled a substantial expansion in the quantity of housing...

Climate Change and its Impact on the World's Cities

Tuesday, 30 July 2019

Wednesday Watch

Night Trading   Asian equity indices are -.75% to +.25% on average. Asia Ex-Japan Investment Grade CDS Index 58.0 -.25 basis point. ...

Stocks Slightly Lower into Final Hour on China Trade Deal Concerns, Earnings Jitters, Profit-Taking, Restaurant/Pharma Sector Weakness

  Broad Equity Market Tone: Advance/Decline Line: Higher Sector Performance: Mixed Volume: Above Average Market Leading Stocks: ...

Bear Radar

Style Underperformer: Large-Cap Growth -.2% Sector Underperformers: 1) Tobacco -1.5% 2) Restaurants -1.1% 3) Drugs -1.1% Stocks F...

Bull Radar

Style Outperformer: Small-Cap Value +1.1% Sector Outperformers: 1) Oil Service +6.3% 2) Homebuilding +1.9% 3) Agriculture +1.3% S...

China's Belt and Road Initiative: The Perils of Being a Subprime Global Lender

China's Ministry of Finance recently announced a new "debt sustainability framework" for  the Belt and Road Initiative --the p...

Mid-Day Market Internals

NYSE Composite Index: Volume Running +6.0% Above 100-Day Average 5 Sectors Rising, 6 Sectors Declining 50.9% of Issues Advancing, 46.1...
Monday, 29 July 2019

Tuesday Watch

Evening Headlines Bloomberg:     Boris Johnson Issues Ultimatum to EU Over Brexit Talks as Pound Slumps .    China Warns Hong Kong Unr...