– By Fred Dunlap – The markets trudge onward. Not up and not down. No, stocks have been trading (for weeks) in a narrow valuation range between the early February lows when we had a 10% correction and about halfway back to the January highs. That 5% band has been getting retraced, over and over again, […]
So that’s your Ying? How do you like my Yang?
– By Fred Dunlap – His Trumpness announced the details of his China tariffs on Monday, clarifying the types of goods which would be impacted by his $50 billion in tariffs. The clarity of “Foggy’s Fifty” sent shivers through financial markets as we discussed in Monday’s Newsletter, driving markets down 2-3%. Tuesday was quiet, while traders […]
Forget “Undecided,” I don’t have a Clue!
– By Fred Dunlap – The S&P 500 cruised into 2018 at an index price of 2696. Three months later the index sauntered out of the 1st Quarter at 2641, mildly lower than its value at the beginning. It came in and went out in about the same place. Pretty much the same… That kinda reminds […]
When Indecision becomes even more Undecided
– By Fred Dunlap – March Madness is here! Don’t you love it! Did you see the NCAA basketball action last night? The Bulls won! Not the investing Bulls. The University of Buffalo Bulls! Last night they emasculated the Arizona Wildcats, causing them to play more like kittens and sending that #4 seed packing, back home […]
We Just Disagree…
– By Fred Dunlap – It’s quiet today. Sure, it’s Saturday. But it’s not just any Saturday for those who make their living in investments. It’s the Saturday of Discontent…a day that followed three weeks of uncertain market behavior. Gone are the days of 2017 when even a blind squirrel on Wall Street could fetch a […]
Understanding the Marginal Investor
– By Fred Dunlap – Enjoy This Recent Edition of the Dunlap Investment Newsletter. If you’re not a Subscriber yet, Join Today! [Early Subscribers will be grandfathered in free of charge] “Ladies and Gentlemen, we are backing away from the gate and will be taxiing to the runway. Your seat back tables should be in the […]
“And the Financial Markets Continue their Climb Unabated…”
– By Fred Dunlap – The markets MARCH ON!! Yes, it’s earnings season. As each company releases their financial news, more clarity is provided (at the stock-specific level) about the impact of Tax Reform. Estimates are being replaced with specifics, relative to: effective tax rate, plans for spending the newly-found windfall of free cash flow, and […]
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