Manufacturing Goes Bipolar but Yellen is Feeling Good

Manufacturing Goes Bipolar but Yellen is Feeling Good

The recent US manufacturing data has gone biopolar while over in Europe and even Japan, manufacturing is more solidly strenghtening. Then there is Fed Chair Janet Yellen’s recent assurances… this week is shaping up to be full of entertainment outside of yesterday’s fireworks! ISM Manufacturing data for June indicated solid growth in most areas but was also […]

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Facebook Lite Taps into the Rising Middle Class in Low-bandwidth Areas and Explodes

Facebook Lite Taps into the Rising Middle Class in Low-bandwidth Areas and Explodes

Facebook once again delivered knockout metrics in its December quarter earnings report, but what caught the team Tematica eye was how the social media giant is leveraging the rising middle class that is a part of our Rise & Fall of the Middle Class investing theme. Several years ago Facebook launched a lite version of […]

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America First? When it comes to GDP we get the bronze!

America First? When it comes to GDP we get the bronze!

Yesterday we talked about how the American economy, despite all the euphoric headlines since the election, didn’t deliver much of a performance in the fourth quarter and in fact we saw the weakest full-year GDP growth rate since 2011 which was well below the U.K.’s 2016 growth rate of 2 percent. Today we learned that the Eurozone […]

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Italian Bank Stress Test Results

On July 29th I spoke with David Asman on Fox Business concerning the results of the Italian Bank stress tests along with Adam Shapiro, Charles Payne and Steve Forbes. The recent vote in the UK to leave the European Union put a good deal of pressure on the banks in the remaining European Union, with the banks in […]

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Italy's Recent Election and Europe's Ongoing Struggles

On June 22nd I had the great pleasure of speaking with Ameera David on RT’s Boom Bust about Italy’s recent elections and Europe’s ongoing struggles, just on day before the United Kingdom holds a referendum on remaining within the European Union. Rome has just elected its first woman mayor in nearly 3,000  years, the 37-year-old Virginia Raggi, […]

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China isn't the only country slowing

China isn't the only country slowing

China isn’t the only country slowing, as we are sure you’ve all been hearing, the global economy is slowing to a level that ought to make everyone pay attention. Earlier this month the International Monetary Fund (IMF) cut forecasts for 2015 yet again, projecting 3.1% versus its prediction in July for 3.3% and its April […]

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Market Update

Market Update

To say the markets have been volatile lately would be the understatement of 2015!  This year started out with the major U.S. indices trading in the narrowest range in history, something like Hitch’s (Will Smith) dance instructions for Albert (Kevin James) in the 2005 movie Hitch, if you haven’t seen it you owe to yourself […]

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RT Boom Bust with Erin Ade talking about the Fed, Greece and Italy

On May 28th, I appeared on RT’s Boom Bust  with Eric Ade, talking about about the Fed, Greece and Italy. For some time the Fed has been talking about raising rates, but the stream of economic data we’ve been seeing doesn’t give the FOMC, (Federal Open Markets Committee) much of an argument for raising rates.  Employment gains have […]

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Currency Wars – It's On!

Currency Wars – It's On!

Last Wednesday the European Central Bank (ECB) announced that it is launching its own quantitative easing program that was double what had been rumored, at an impressive €1.2 trillion. ECB Chairman Mario Draghi was able to pull off a program of this size by having some 80% of the bond-buying executed by national central banks. […]

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The New, New Normal

I’m fairly certain that when the G20 convened, many of the attendees believed that as a result of their high-minded meetings, some brilliant announcement would be given to the markets and once again the world would be deemed safe, at least for a little while.  Instead, the Cannes meeting ended with no solutions and not […]

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