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The Contrarian Investment Portfolio: Status Entering January 2025
December was not a great month for the portfolio but there are reasons for optimism as 2025 -- and the second Trump term -- dawns...
20 hrs ago
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The Contrarian Investment Portfolio: Status Entering January 2025
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December 2024
Profit-Taking to Close 2024?
Stock futures are down a bit ahead of the last trading days of 2024
Dec 30, 2024
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6:31
Boxing Day Hopes for ‘Santa Rally’
Stock futures and cryptos are moving lower after a nice tech-driven rally on Christmas Eve…
Dec 26, 2024
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7:00
PCE Deflator, Government Shutdown Concerns
Futures are a sea of red ahead of the Fed’s preferred inflation gauge, though prospects of a government shutdown may be the bigger concern…
Dec 20, 2024
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10:20
Natural Gas as the Energy of the Future: Applications and Investment Opportunities
With Farid Guindo, Drill Capital Management
Dec 19, 2024
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45:03
Powell Pulls Rug on Santa Rally
The Fed chair’s talk of ‘a new phase’ of interest rate policy caused a widespread selloff. Futures are already pointing to a rebound however…
Dec 19, 2024
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10:27
Fed Day
We look at the Dow Industrials’ losing streak and whether UnitedHealth’s stock is a buying opportunity…
Dec 18, 2024
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16:04
Retail Sales
Cryptos continue their ascent as stock futures tread water. We examine the possible opportunity in Ford stock…
Dec 17, 2024
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10:04
Purchasing Manager Indexes
Bitcoin is surging anew. It's a busy week centered on the Fed interest rate decision on Wednesday…
Dec 16, 2024
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8:08
Producer Prices, Opportunity in Defense Contractor Stocks?
Futures are moving a bit lower as bonds drop ahead of another inflation datapoint…
Dec 12, 2024
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13:05
Inflation: Back on the Menu
Futures are quiet ahead of the crucial CPI print at 0830…
Dec 11, 2024
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9:40
More Earnings
Stock index futures are flat as trade wars concerns weigh on risk appetite…
Dec 10, 2024
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11:01
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