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The Mind Numbing Spin Of Peter Navarro
“The market is reacting in a way which does not comport with the strength, the unbelievable strength in President Trump’s economy. I mean, everything in this economy is hitting on all cylinders...
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Bulls Hang On By A Thread – 04-06-18
Bulls Hang On By A Thread Just A Correction? Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha Bulls Hang On By A Thread Over the...
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You Were Warned: MLP’s &“I Bought It For The Dividend”
In early 2016, I warned investors about the dangers of Master Limited Partnerships (MLP’s) and chasing dividend yields. To wit: “One of the big issues starting in 2016 will be the reversions of MLP’s....
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Kass: Market Ceiling & Floor Remain Lower Than Many Realize
Here is my interview with Stuart Varney on Fox Business News Monday morning. One thing that I didn’t have enough time to fully answer was Stuart’s question regarding whether the current strength in...
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Technically Speaking: 10-Reasons The Bull Market Ended In 2018
“Technically Speaking” is a regular Tuesday commentary updating current market trends and highlighting shorter-term investment strategies, risks, and potential opportunities. Please send any comments...
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Value Defined: An Interview with Value Investor Eric Cinnamond
“Instead of relying on central banks as the foundation of my risk mitigation strategy, I plan to remain committed to my absolute return process and discipline.” –Eric Cinnamond The world’s oldest...
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Americans Used To Be Savers
An article, a reflection of his childhood, The Financial Times’ Berlin Correspondent Tobias Buck recently wrote of Germany’s immutable obsession with saving money. His behind-the-scenes account of...
View ArticleVideo: Investing – Safety, Liquidity Or Return?
Yesterday, during the Real Investment Hour, I discussed the three components of any investment – safety, liquidity or return. Importantly, as an investor, you can only have 2 of 3 components at any...
View ArticleVideo: The One Question To Ask Your Advisor
On Wednesday, during the Real Investment Hour, I discussed a recent comment by David Rosenberg regarding “the most important” number, right now. His answer: 13,000,000. That is the number of...
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Quick Take: The Risk Of Algos
“Mike ‘Wags’ Wagner: ‘You studied the Flash Crash of 2010 and you know that Quant is another word for wild f***ing guess with math.’ Taylor Mason: ‘Quant is another word for systemized ordered...
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8 Reasons To Hold Cash – 04-13-18
Review & Update Time To Take Some Action 8-Reasons To Hold Cash Markets Are Irrational, Till They’re Not Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In,...
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Technically Speaking: Selling The 200 Day Moving Average
This past weekend, I recommended taking action as the market approached our target zone of resistance. To wit: Nearly a month later, and we are watching the “pathways” play out very close to our...
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Dad Was Seduced By A Cougar: 4-Steps To Avoid Temptation
Admittedly, she was a seductress. Who could blame him for falling in love? I still remember how she glistened in the summer sun. Hot to the touch. I was as enamored as he was. I was young, yet I...
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Triffin Warned Us
Trade negotiations and threatening global tariff volleys are contributing to significant volatility in the financial markets. Although applicable in many ways, the Smoot-Hawley protectionist act of...
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Kass: Market Is Underpricing Risk…Again
* Adding to my large SPY short * Downside risk grows relative to upside reward I have been shorting (on a scale higher) SPDR S&P 500 ETF (SPY) most of the day — adding to an already large short...
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The Risk To Markets – Global Growth
The stock market has been rallying on the surge in global economic growth (recently monikered global synchronized growth) over the past year. The hope, as always, is that growth is finally here to...
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The Fed Has Forgotten The Lessons Of 2008
A few days ago, Neel Kashkari, president of the Minneapolis Fed, told an attendees at an event at Howard University that Wall Street is “forgetting the lessons of the 2008 financial crisis“: “The...
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Model, Model on the Wall; Which is the Fairest of Them All?
“Peter Cook is the author of the ‘Is That True?’ series of articles, which help explain the many statements and theories circulating in the mainstream financial media often presented as “truths.” The...
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Weekend Reading: The Return Of Stagflation
One of the worst possible outcomes for the U.S. economy, and ultimately for investors, is stagflation. Of course, if you weren’t around in the 60-70’s, there is a reasonably high probability you are...
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Rally Hits The Wall – 04-20-18
Review & Update Is The Bear Market Over? Interest Rates At A Critical Juncture Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha...
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