What is Evergrande and Why Isn’t It Causing More Problems?

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The Economy: A Look Back and What’s Ahead (3.10.14)

Economic data last week broadly met or exceeded expectations, and 1) Solidified that the global economic recovery is ongoing, 2)Strongly implied the economic weakness in the U.S. in Dec/Jan is temporary, and 3)Ensured the Fed will continue to taper the QE program by another $10 billion at the March meeting a week from Wednesday.

Sevens Report Analyst Tyler Richey Featured on WSJ Market Watch Discussing Crude Oil and Gold Prices

Gold futures lose 1% but gain for the week Oil reclaims $102 as payrolls rise more than expected

Bearish Reversal in the Healthcare Sector

Short Opportunity in the Aussie Dollar

The Aussie rallied as a result of the GDP report printing a touch better than expected at 0.8% vs. (E) 0.6% m/m and 2.8% vs. (E) 2.3% y/y. And, that rally is continuing this morning thanks to strong Australian export and retail sales data.  Aussie has now traded through the .90 level versus the dollar, […]

Bank Stocks Remain a Great Value at Current Levels

I would continue to look to under-performers that have bottomed out and can play catch-up if the U.S. and global economy continues to gradually grow:  banks via KBE, retailers via RTH, industrials (the Dow remains well off the highs) via DIA, and global miners via PICK.