http://static1.financialsense.com/broadcast/insider/fsn2018-0621-kallaus-h8Gn2mk.mp3
Read More
In 2017 virtually all stocks outside of the energy sector moved steadily higher. In 2018 our forecasted corrective period bifurcated the market into Trade War sensitive stocks and those with stellar earnings and immunity to trade retaliation. Essentially tech has been the big winner. One of the big losers has…
The Atlanta Fed estimates a whopping 4.7% GDP growth in the 2nd quarter of 2018 and ISM manufacturing backlogs are near three decade highs. The current order backlog logjam and extreme small business optimism we highlighted last week resemble the record levels of 2004, signifying that we may be in the middle…
A Bloomberg article recently joined the chorus of stock market naysayers with a specious claim that the current record optimism displayed by Small Business surveys signaled that a market correction was due. Panics can occur almost anytime, but this theory lacks real evidence as have most clarion calls for a Bear market the…
The stellar 2017 gains in all major stock indices were earnings driven. In 2018 it’s news driven. SP 500 earnings grew an excellent 16% in 2017 with a 19% gain in stocks and profits have expanded to an 8 year high of 25% growth in the first quarter of 2018, well…
Premium Advice Subscription
