Markets Trade on Sense: Tariffs and Global Trade Reality
Instead of reacting to fleeting news like Powell’s Fed statements, markets are now trading on the reality of tariff negotiations with China—a move grounded in productivity and consumer impact.
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Cognitive Economics (how things work) | Investing | Investing Your Money in Business | Political Impact on Business | Smarter Business
Fed Rate and Bank Reserve Change, Might be Smart
First, as long as lending requirements remain the same, every loan will be closed with a cash deposit, which alleviates some of the problem of making more cash available through Fed Funds.
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How to Grow Business in 2012
1. Ignore 2011 and the previous slow years and focus on the positives for 2012 2. Embrace Online Marketing and Sales as the future. It amazes me how few do this, even now. 3. Launch your business, or businesses now. 4. Use multiple platforms. 5. Broaden offerings and lines as well as services. 6. Expand…
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“GAIN and CAPTURE!” market volume is downward
The slope of Volume on the markets has been down for some time now and I’ve mentioned it several times. Market Volume is simply the number of shares trading hands each trading day. Reduced volume over time is a key symptom of the markets during the Great Depression years. I’m not saying we are in…
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Cognitive Economics (how things work) | Political Impact on Business | Smarter Business | Uncategorized
The Fed vs Banks, Gold Grab DejaVu!
It’s the 1930’s gold grab all over again, maybe. Sure feels like it, looks like it, walks and talks like it. Today the Fed is suing banks over mortgage drivel. Drivel because the Fed helped cause it, and drivel because their only remaining point of first bailing them out and then suing them is to…
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Gold, Dollar, S&P comparisons, does it matter?
There is a tendency to compare the merits of investing in Gold, Oil, the Dollar, and the Equity indexes like the S&P, Dow, and more. There are multiple ways to approach this, and many have simply looked at the charts, long, short, and intermediate. Many approaches have nothing to do with real investing. From my…
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Cognitive Economics (how things work) | Investing | Political Impact on Business | Smarter Business | Uncategorized
Job Report Statistically Irrelevant
The job report today came in at +117,000, creating an unemployment number of 9.1% vs. last reported 9.2%. The error margin is +/- 100,000. This means that the number is statistically irrelevant. Yet our news media and low-level talking heads in the financial industry choose to play it up as if it’s the beginning of…
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Markets Trending Positive Today. You?
Markets have gone through a corrective downturn and may be finished with the negative trend for now, so it’s back to the positive side. What do you own that is worth owning in a up-trend? During a downturn we would ask a different question, “What do you own that you shouldn’t during a down-trend?” Anything already languishing…
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Disproportionate Sell-off of Japan
No doubt Japan has suffered a tragic loss of life and property, and the risk of nuclear radiation is real. The problem here is the apparent panic sell-off which is already out of proportion with reality and more in proportion to a real war. What’s pushing this negative market activity? Is it just the news,…
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Corporate Econ Disconnected From Society Econ
Large corporations continue to find ways to reduce overhead and sell enough to each other, distributors, and retail companies in order to raise earnings. This is great for stock investors and does a lot for those employed by them. At the same time we see that economic numbers in the real society which includes small…
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Business Econ Warning and New Blog Topic
Currently I have been doing market research online to prepare for the launch of a business. In doing so I have been startled to find that maybe (only a maybe), there is more trouble in Small and Midsize business than we realize. In the coming weeks I will add blogs to update my findings. The…
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Is Goldman Sachs Window Dressing?
Not knowing what their current portfolios look like in their eyes, it does seem odd that in the midst of all the news and portfolio managers who have said “No double-dip recession”, that here comes Goldman with a big negative.