Closing Thoughts for the Week
Small-Caps and Treasuries Lag as Gold Shines
A Look at Market Performance Amidst Anticipated Rate Cuts
Newsletter
Macro Observations
Shopping For Small-Caps
Tis The Season To Be Discerning
High Yield Spotlight
Covered Calls On Long-Term Treasuries
Create A 14-15% Yield Opportunity
Global View
China Steps Up Stimulus Again
Political Instability Remains A Key Theme
Leaders-Laggards
A Lot Hinges On The Bank Of Japan
Plus - Discretionary Stocks Are The Undisputed Leader
Weekly Signals
Risk-On Behavior Remains In Control
For Now
Closing Thoughts for the Week
Bank of Japan’s Rate Hike Dilemma
Will December Deliver a Surprise?
Macro Observations
Just A Reminder That The U.S. Housing Market Is Still Under A Lot Of Stress
While the financial markets focus on whether or not central banks will continue cutting rates, wondering where inflation is headed next or the impact of a global trade war, there’s one risk to the economy that’s never really gone away - the U.S. housing market. I was reminded
High Yield Spotlight
This 9% Yielder Comes With A Solid Strategy & A Recent Distribution Increase
But The Overall Results Just Haven’t Delivered
Global View
BoJ Meeting Looms
Potential Market Shakeup on the Horizon
Newsletter
EXTENDED: Last Chance for 70% Off The Lead-Lag Report - Sale Ends Tomorrow!
Leaders-Laggards
Not Backing Down
Will Utilities Relent?