Q2 Earnings: The Good, The Bad, And The Ugly
With nearly all of the S&P 500 companies having reported Q2 earnings, I thought it would be a good time to run through some...
How The Wealth Effect May Soon Become The ‘Stealth Effect’
The Wealth Effect – a term associated with bullish stock markets and/or real estate expansions driving asset gains, which in turn spurs on spending...
5 Charts To Watch As Market Health Indicators
It was another tough week for the stock market. Volatility continued as the markets did a bunch of bouncing within ranges. Let's try to assess the...
Why The Fed Won’t (Shouldn’t) Raise Rates In 2015
If the Federal Reserve raises rates this year, it will be one of the worst policy mistakes made be any Central Banker (in my...
Stocks Feel The Pain Of A Slowing Global Economy
Anyone that has been reading my weekly commentaries for the last several weeks and months shouldn’t be surprised by the recent market decline. Despite...
Gold Prices Held In Check As Fed Rate Hike Fears Linger
While the debate continues as to whether or not the Federal Reserve will hike rates in its upcoming meeting in two weeks, gold prices...
Energy Insights From Dave Lutz And Crude Oil Levels Of Interest
With Crude Oil in the news and prices surging after a quick dip under $40 per barrel, I thought it would be good to...
Stocks Behaving Like Latter Stage Of Market Cycles
In last week’s market commentary, I mentioned that currency wars and deflationary headwinds are curtailing growth. And this makes it hard to buy stocks...
Is More Quantitative Easing (QE) On The Way For The U.S.?
Two different central bankers from two different continents made news yesterday – both giving us a nod and a wink that at best low...
US Corn Weekly Review: Can Futures Rally Back To 4.50?
The corn market was inundated this week with reports from the Pro Farmer Midwest Crop Tour. As always the colorful, first hand accounts of...
