Tales From The Yield Curve

Here is the current narrative. The new administration, along with its like-minded counterparts in Congress, will be bringing pro-growth policies such as individual and corporate tax cuts, the slashing of regulations, and deficit ballooning infrastructure spending among many other goodies for the U.S. economy. The anticipated results from this transformational shift in Washington will thus be above trend economic growth and the outbreak of higher inflation. It will be interesting to see if this all indeed plays out over the coming year. But what is becoming increasingly notable is that tales from the yield curve are not necessarily supporting this narrative.

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Trumptagion

Much has been made about the “Trumphoria” that has spread like wildfire across the U.S. stock market. But not all corners of global capital markets have been rejoicing since the outcome of the U.S. presidential election was revealed just over a month ago. In fact, a number of major economies are now facing pressures to their economies thanks to the spillover effects from how some key asset classes have responded to the election results. And if these recent trends continue into the future in the way that some experts are currently proclaiming, we may start hearing about “Trumptagion” spreading across the globe before it’s all said and done.

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Buying Into The Hues Corporation

The fact that the U.S. stock market is extremely overbought right now is well noted. But for those investors seeking opportunity during such aggressive performance chasing, one of the best ways to potentially enhance future returns is to go with The Hues Corporation. For when investors are rocking the boat by so eagerly scrambling to one side, it is almost always best to position yourself on the other before it finally tips over.

Please click on the link to read more of my article on Seeking Alpha.

Bulls Don’t Die In December

I have been skeptical about the sustainability of the bull market in U.S. stocks for some time. And the recent surge higher since the U.S. presidential election has added to my suspicions. But even if you are a non-believer in U.S. stocks, now is not the time to try and bet against the market. This is because bulls don’t die in December.

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Return From Exile On Main Street

Color me incredulous. United Technologies recently revealed in a highly publicized announcement that it would keep roughly 1,000 jobs at Carrier manufacturing facility in Indianapolis that it had previously planned on shipping to Mexico. The deal to keep these jobs in Indiana was orchestrated by President-elect Trump and Vice President-elect Mike Pence, who of course is also currently the governor of Indiana. But since the announcement, many in the financial and mainstream media have decried the deal as misguided at best and pure crony capitalism at worst. My short response to all of the media criticism and bluster about the deal is the following: Are you kidding me?

Please click on the link to read more of my article on Seeking Alpha.