Category Archives: News

Disney’s The Black Panther gets 4 of 4 paws

Disney’s The Black Panther gets 4 of 4 paws

The bottom line is whether you’re a fan of super hero films or not, Disney’s The Black Panther is a well-crafted story that expands as well as enhances the Marvel tapestry, and the post-credit scenes advance the inter connected storyline that Marvel has carefully put in place over the last 10 years. It’s great fun, and I recommend seeing it.

read more »
Inflation Rising While Wages Are Falling

Inflation Rising While Wages Are Falling

Inflation rising while hourly earnings have fallen in 5 of the past 6 months. The Fed will find it is under further pressure to hike and/or taper, which applies the brakes to any economic acceleration from tax cuts and more government spending.

read more »
What to Make of the Recent Market Indigestion

What to Make of the Recent Market Indigestion

As we all know, yesterday’s market drop saw the Dow Jones Industrial Average fall 1,175 points, marking its worst closing point decline on record. As we like to say, context is key, and that drop of more than 1,100 points, however, equated to a percentage decline of 4.6% — understandably unsettling, but nowhere near as sharp a punch to the gut one would expect by relying on just the absolute point drop.

read more »
NIRP – a Central Bank Roadblock to Wealth

NIRP – a Central Bank Roadblock to Wealth

NIRP, the European Central Bank’s Negative Interest Rate Policy, can block wealth creation for those that can’t reach directly into the ECB’s printing press. Here’s one way you probably hadn’t considered and it may be hurting your portfolio without you even knowing it.

read more »
Record $25 Billion on Alibaba’s Singles’ Day and Most was Mobile

Record $25 Billion on Alibaba’s Singles’ Day and Most was Mobile

Our Rise and Fall of The Middle Class investing theme was front and center as Alibaba’s Singles Day blew away Black Friday in the U.S., with about 90% of those sales done via mobile, illustrating the power of our Connected Society investing theme.

read more »
As We Hit the Home Stretch, Corporate Earnings Scorecard is Painting a Solid Picture

As We Hit the Home Stretch, Corporate Earnings Scorecard is Painting a Solid Picture

In this week’s Monday Morning Kickoff, we take a look at where we stand now that over 400 of the S&P 500 companies have reported earnings for 3Q2017. Of course, we have another 100 S&P companies to go and more than 960 companies reporting this week, so the picture can change, but we breakdown the earnings reports that will have our interest in the days ahead and why.

read more »