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Lately, I notice a new word popping up in companies’ investor presentations: “millennials.” The New Power Behind Today’s Stock Market January 17, 2017 by Jeff Yastine U.S. Economy Lately, I notice a new word popping up in companies’ investor presentations: “millennials.”
The Battle for Bonds The Battle for Bonds December 28, 2016 by Jeff Opdyke U.S. Economy Stocks have reached stupid valuations, and bonds are under assault from Fed rate hikes. So, here we are, at a point in history when down is far more likely for each than up.
Interest Rates Don’t Trust the Euphoria Don’t Trust the Euphoria November 23, 2016 by Jeff Opdyke U.S. Economy The Dow topped 19,000 for the first time ever on Tuesday. Bond prices are plunging. The dollar is at a 14-year high. I even heard talk of the global economy picking up speed! Beware what comes next…
The Leading Edge of the Dollar Hurricane The Leading Edge of the Dollar Hurricane September 7, 2016 by Jeff Opdyke Currency U.S. exports are down nearly $64 billion so far this year, and yet the Fed is flirting with raising interest rates. Can you imagine the economic storm if the dollar gets any stronger?
Earnings Worse Than the Great Recession? Worse Than the Great Recession? September 2, 2016 by Chad Shoop U.S. Economy As another earnings season comes to an end, one thing immediately jumps out: Stock prices are out of whack from their core value — earnings. And the implications are dire.

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