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Updated: 2 hours 12 min ago

Traders Return To The Drawing Board After The Fed's Dovish Dud

Wed, 09/18/2024 - 18:36
A sensible decision met with a measured market response, though tinged with disappointment as the Fed remains data-dependent.

FOMC Lowers Rates Aggressively On Hump Wednesday

Wed, 09/18/2024 - 18:12
We have to watch the dollar to see if 100 holds or not. Unless there is a significant rally, a bounce from here should not be too impactful.

Spike Highs Spell Trouble For Indices

Wed, 09/18/2024 - 17:56
The S&P was the index to watch today - it promised much - but in the end, delivered little.

The Fed Fumbles… And Hands Us Huge Opportunities

Wed, 09/18/2024 - 17:53
The Fed slashed interest rates by 50 basis points today… while saying they intended to run a “rather restrictive policy”. The reaction was fairly muted - a lot of this has been baked in.

Is The Dollar Strong Or Weak?

Wed, 09/18/2024 - 17:37
A discussion about the levels in the US dollar index that spell global economic trouble.

AgMaster Report - Wednesday, Sep. 18

Wed, 09/18/2024 - 17:29
Nov Beans are easily the weakest link at the CBOT with big supplies and suspect demand. But that doesn’t mean it can’t rally from its current 4-year low.

Intuitive Machines Deep Dive: Moon Hype Launches

Wed, 09/18/2024 - 17:24
Will IM take in the Moon excitement and turn it into gains?

Dow, S&P 500 Erase Gains Despite Robust Rate Cut

Wed, 09/18/2024 - 17:17
The Federal Reserve delivered its highly anticipated 50-basis point interest rate cut this afternoon.

Blackstone Secured Lending Fund: A “Rock-Solid” 10% Yielder?

Wed, 09/18/2024 - 16:53
The Blackstone Secured Lending Fund currently pays a quarterly dividend of $0.77 per share for a yield of 10.1%.

New Data Suggest Hiring Has Never Been This Bad

Wed, 09/18/2024 - 16:30
People imagine a recession is when masses of people are being laid off and so consumer spending isn't just negative, it must be crashing. While those can happen in a downturn, they tend to show up at the end.

Dot Plot Of Fed Projections Suggests 1-2 More Quarter-Point Cuts This Year

Wed, 09/18/2024 - 16:24
Two Fed members project no more cuts this year. The median projection is a Fed Funds Rate of 4.4. percent at the end of the year.

Trump Or Harris: Corporate Tax Winners And Losers

Wed, 09/18/2024 - 16:12
Not surprisingly, Donald Trump and Kamala Harris are taking opposite approaches to modifying the corporate tax code.

Should You Buy New Dividend Payers: Meta, Google, And Salesforce?

Wed, 09/18/2024 - 16:05
When we say Google, we immediately see the search engine box. But there is a lot more to Alphabet.

The First Cut Is The Deepest: Fed Kicks Off Easing Cycle With 50bps Rate Cut

Wed, 09/18/2024 - 15:56
Today’s U.S. Federal Reserve decision was more consequential than normal for two reasons.

Super Micro Computer Stock Could Reach $600 Despite Ongoing Short-Seller Attacks

Wed, 09/18/2024 - 15:47
The AI server market continues to grow and SMCI is well positioned to take a big chunk of that.

50bp Cut From The Fed As It Looks To Move Rates To Neutral Quickly And Avert Recession

Wed, 09/18/2024 - 15:25
So we get the 50bp interest rate cut that the market had been gunning for despite the economy being described as expanding at a "solid pace" in the accompanying statement.

How To Invest In The Energy Source Of Tomorrow

Wed, 09/18/2024 - 15:14
Natural gas is abundant, relatively low-cost, and clean -burning. It can be used as both a source of heat and to generate electricity.

Microsoft Boosts Dividends And Launches A New Buyback Program

Wed, 09/18/2024 - 15:06
Microsoft investors received a double dose of positive news on Tuesday morning, as the technology giant disclosed both a dividend increase and a new share repurchase program.

Stronger Than Expected Housing Report In August, Especially Completions

Wed, 09/18/2024 - 14:55
Housing starts, permits, and completions jumped in August, especially completions. Here are the details.

'Apolitical' Fed Slashes Rates By 50bps With Stocks & Home-Prices At Record Highs

Wed, 09/18/2024 - 14:36
Despite only 9 of 113 economists surveyed expecting a 50bps rate-cut, Powell and his pals did it. At the same time they slashed their 'DOTS' expectations for rates.

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