Marketmail Archive
Our Marketmail covers a wide range of commentary from income stocks to global strategies. Be sure to sign up to have your copy delivered to your inbox. Here are the five featured research areas we cover:
10.22.19: After-Hours ETF Arbitrage is Not a Problem So Far in 2019
October 22, 2019 Our friends at Bespoke Investment Group last week issued a fascinating report on the trading history for SPY, the oldest and largest ETF based on the S&P 500. Since [...]
10.22.19: Don’t Be a “Debbie Downer”
October 22, 2019 Many people obsess over the news. It’s like an intellectual game to know the absolute latest developments. Admittedly, I am usually a loser at this game. I just can’t [...]
10.22.19: The Only Way for the Dollar to Go is Up
October 22, 2019 October could close on a positive stock market note if the Brexit compromise reached between the UK and the EU passes the necessary votes in the British parliament and [...]
10.22.19: The U.S. Economy Will Prevail – No Matter What China Does
October 22, 2019 Two weeks ago, President Trump’s top economic advisors convinced him to compromise with China on that country’s most egregious trade practices and resume trade in order to avoid a [...]
10.22.19: Bulls Retake High Ground Following Tough Start to October
October 22, 2019 The month of October is living up to its reputation of being volatile and subject to headline risk – since the China Phase One agreement and the Brexit agreement [...]
10.15.19: Brexit Might Finally Happen at the End of October
October 15, 2019 Even though China dominated the news last week, I want to talk about Brexit first. Last Tuesday, the President of the European Council, Donald Tusk, tweeted that “What’s at [...]
10.15.19: Six Little Numbers That Tell You Where the Market is Going
October 15, 2019 I love stories like “Moneyball.” That’s the Michael Lewis book, turned into a Brad Pitt movie, about Billy Beane turning the losing Oakland A’s into champions. He did it [...]
10.15.19: The Inverted U.S. Yield Curve is Not “Kosher”
October 15, 2019 The marginal inversion of the Treasury yield curve has made a lot of news, given its ability to predict recessions on several prior occasions. If history repeats, we have already [...]
10.15.19: What Might the Market Do During a Trump Impeachment?
October 15, 2019 The Trump impeachment process is progressing at a snail’s pace – and may never happen – but the bears are spinning tales of market crashes along the lines of [...]
10.15.19: China Deal – Is “Phase One” Over and Done?
October 15, 2019 The great buildup to last week’s trade talks to gain progress with China was in my estimation a “Swedish meatball served on a platter,” designed to do nothing more [...]
10.8.19: Communist China Turns 70 as Hong Kong Struggles to Stay Free
October 8, 2019 For decades, Hong Kong has demonstrated what capitalism can achieve in the shadow of Communism. However, ever since China took control of Hong Kong from Britain on July [...]
10.8.19: The Market Undergoes Periodic “Feeding Frenzies”
October 8, 2019 Sharks are pretty much always hungry, and they love blood: that’s no secret. But the smell of blood makes them hungrier. It sends a message to the brain saying, [...]