Why The Plunge In the South African Rand Matters to You
/in Investing/by Tom 2Away from the yen, the other focus in the currency markets was on the implosion we’re seeing in emerging market currencies. The Indian rupee hit another all-time low vs. the dollar. The Brazilian real and South African rand hit four-year lows vs. the dollar, and even…
Interest Rates are Headed Higher. Are You Ready?
/in Investing/by Tom 2Over the past several weeks we’ve been witnessing equities go through an “adjustment period” as the reality of Fed “tapering” and ultimately removing QE sets in. Because this adjustment is an ongoing process, I don’t know if…
This Analysis Could Be the Difference Between Outperformance and Underpeformance.
/in Investing/by Tom 2All this economic data coming with week is important because the world’s central banks are very, very data-dependent with regard to policy. As the data goes, so will go markets. But, and this is important: We are not in a “bad news is good for stocks” environment, especially here in the U.S. Previously…
The Contrarian Way to Make Money Off Rising Interest Rates
/in Investing/by Tom 2One of the points I’ve been trying to drive home about the recent increase in interest rates has not been so much the amount of increase, but rather the pace. That’s because a slow, orderly rise in interest rates actually would be welcomed by the market. This would be considered…
Japan’s Driving The Bus this Week – Here’s a Preview of What to Watch
/in Investing/by Tom 2Last week was obviously all about the Fed, as Chairman Ben Bernanke’s testimony and the Federal Open Market Committee minutes were taken as “hawkish” by the market, which led to the Wednesday reversal and the first down week for stocks in five. While pundits will debate the minutiae, the real takeaway from the Fed last week was that…
How Yesterday’s Sell Off Can Help You Outperform
/in Investing/by Tom 2Yesterday was an important day in the markets, and not just because we saw a text book reversal in most major averages. Lost in the analysis was what occurred in the bond market, and I believe it’s critically important that everyone be aware of the changes we’re seeing in that market as a result of the growing Fed “tapering” discussion. Simply put, I think the bond market offers some of the best insight into the direction of equities, and also one of the biggest potential money making trend changes we’ve seen in a long time.
Why the Gaetz Withdrawal Sparked Yesterday’s Rally
/in Investing, Reports/by Tom EssayeWhat’s in Today’s Report: Why the Gaetz Withdrawal Sparked Yesterday’s Rally