Traders Return To The Drawing Board After The Fed's Dovish Dud
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
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
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
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?
A discussion about the levels in the US dollar index that spell global economic trouble.
AgMaster Report - Wednesday, Sep. 18
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
Will IM take in the Moon excitement and turn it into gains?
Dow, S&P 500 Erase Gains Despite Robust Rate Cut
The Federal Reserve delivered its highly anticipated 50-basis point interest rate cut this afternoon.
Blackstone Secured Lending Fund: A “Rock-Solid” 10% Yielder?
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
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
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
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?
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
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
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
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
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
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
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
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.