– By Fred Dunlap – At their core, teenagers mean well. They really do. But no matter how well-intentioned they may be, their desire to be independent and to take on adult responsibilities WITHOUT the assistance of their parents often leads to less than perfect results. For those of you who have bought and read my recently-published […]
Why…? Because I Just Have To…
– By Fred Dunlap – Earlier this week, the Federal Reserve issued a .25% increase to the Fed Funds Rate. It had been nine years since the last time the US Fed took steps to tighten the money supply. The historic event wasn’t a surprise, but rather was expected due to months of Fed-telegraphed messages. Moreover, […]
A Tale of Two Fed Chairs – A Parting Shot
– By Fred Dunlap – I neglected to finish a point in last night’s newsletter. While the German markets sold off and the Euro weakened in response to Mario’s candy not being sweet enough, don’t expect that to last. The Euro will likely weaken again against the US Dollar. It has to. Why? Because the US […]
A Tale of Two Fed Chairs
– By Fred Dunlap – In our last Newsletter (11/19/15 Edition), I introduced the concept of a “Bubble of Expectation.” Investors have become so reliant on (and observant of) Federal Reserve movement, that long-term “buy and hold” strategies are being trumped by more skittish behavior, hinging on short-term movements by global Central Banks. Investor conviction seems to […]
When Terrorism is Profitable and When Averages Don’t Average
– By Fred Dunlap – Twenty days ago we closed out one of the best Octobers in history. The S&P handed back to investors the majority of the losses incurred during the bloody Third Quarter, and left many people feeling sanguine about their investments. They worried less about the nightmares of August and September with the […]
One Squirt Deserves Another…
– By Fred Dunlap – The markets roar ahead. I envision all of your tight shoulders relaxing with each day’s upward move. Ah, those losses from Q3 seem so far away, don’t they? The Dow has gained 500 points in just two days. The S&P is within 3-4% of the all-time highs of May. Heck, that bearish […]
When NEWS isn’t NEW…
– By Fred Dunlap – Greetings folks. My commentary of late has been a tad bearish. Even Andrea is starting to think I am a sour-puss. How could things be that bad, Freddie Deeee, if we have the stock market surging this way? It is true that, if October ended today, it would be the best performing […]