Cocktail Investing Ep 27: Dovish Yellen Rallies Stocks, But Comments & Beige Book Signal Slowing Economy

Cocktail Investing Ep 27: Dovish Yellen Rallies Stocks, But Comments & Beige Book Signal Slowing Economy

In this week’s program, Dovish Yellen pushes the market higher, but underlying economic data points to things headed in the opposite direction, the move away from cash is picking up (good news from our Cashless Consumption theme) and nearest and dearest to our hearts — coffee and wine are good things for our health. Yes!

read more »
Retail Sales Data for the Month of May Confirms Several Thematic Investment Themes

Retail Sales Data for the Month of May Confirms Several Thematic Investment Themes

While May Retail Sale disappointed, it confirmed several of our investing themes as well as positions on the Tematica Select List

read more »
As earnings move into the fast lane, things are likely to get bumpier

As earnings move into the fast lane, things are likely to get bumpier

We have been talking about volatility for several weeks, and while we take solace in knowing that the herd is catching up, we’re not exactly thrilled the latest data suggests there is more revising to be done. With market volatility picking up as earnings velocity takes off, we are keeping our inverse ETF position intact, maintaining our short bias on two positions and scaling into another position.

read more »
The Data Says Steady as She Goes

The Data Says Steady as She Goes

With the herd taking a bullish view — despite the hard data we’ve been getting that calls for a rest in expectations for both 2017 earnings and GDP forecasts — we’ll continue to stay the course, which demands protective measures while we look for opportunities for investments.

read more »
Adding more protection, but also taking advantage of YouTube’s misfortune

Adding more protection, but also taking advantage of YouTube’s misfortune

As the markets get bumpy, we not only add another protective position, but we also add a one new option call in this main Connected Society player. 

read more »
As the market mood turns sour, we continue to favor our short positions

As the market mood turns sour, we continue to favor our short positions

With the mood of investors starts to turn sour as everyone realizes the Trump policies will take some time to implement — if at all — we continue to favor our short positions.

read more »
The Fed Hikes Rates, But We’re Positioning for the Coming Fallout

The Fed Hikes Rates, But We’re Positioning for the Coming Fallout

The Fed’s inflation-focused rate hike yesterday is poised to crimp consumer spending at the margin and hit an auto market that is already starting to deal with an aging demand cycle.

read more »