Category: Weekend Newsletters

WEEKEND REPORT AUGUST 18, 2019

Sun, 18 Aug 2019

  Recession fears are spiking. The 10-year versus 2-year yields reached parity (temporarily inverted) for the first time since 2007. An inverted yield curve almost always precedes a recession. However, it’s usually early – sometimes a year passes before the recession officially commences. The panic into bonds drove 30-year rates to record lows. The nosedive […]

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WEEKEND NEWSLETTER JULY 21, 2019

Sun, 21 Jul 2019

  Ray Dalio released an excellent article last week concerning longer-term investment themes and paradigm shifts. He breaks down each decade, starting with the 1920s and the various economic factors that shaped capital flows. In a nutshell, each decade has its own investment theme. For example, from 2010 until now, the stock market has been […]

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WEEKEND NEWSLETTER JULY 14, 2019

Sun, 14 Jul 2019

  The July 31 Fed announcement is shaping up to be a pivotal event. I think it will either validate a breakout in US stocks or send prices sharply lower. If stocks continue to rally after the Fed decision, then we will likely see an advancing uptrend and energy stocks and oil may begin to […]

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WEEKEND NEWSLETTER JULY 7, 2019

Sun, 7 Jul 2019

  Friday’s positive employment report took the chances for a 0.50% rate cut off the table at the July 31st Fed meeting. The odds for a .25% cut remain near 100%. The dollar rallied on the jobs report, and gold slipped. The S&P 500 is nearing significant resistance between 2990 – 3050, where a more […]

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WEEKEND NEWSLETTER JUNE 30, 2019

Sun, 30 Jun 2019

  Gold reached several milestones in June 2019. Prices finished the month and subequally the quarter above $1400. The MACD for the quarterly gold chart crossed over bullishly for the first time since 2013. After an arduous 6-year bottoming process, I think it’s safe to say gold started a new bull market. Now, that doesn’t […]

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