Central Banks
Why Do Foreign Markets Matter?

Why Do Foreign Markets Matter?

My early morning comments on this article are here, click on the image to listen to my dulcet tones, describing this article.Now, there is no coordination among global central banks and governments.If you are a HUGE investor, running trillions, then your...

Why Do Foreign Markets Matter?

Vicious Chop

Most Interesting Day, in Months, Begins at 830AEvery month, the first Friday of the month, the US Labor Department releases non-farm payroll statistics at 830 AM, Eastern Time. That is in less than one hour. Non-farm payrolls gives you the central data point from...

Why Do Foreign Markets Matter?

Wildcard Weekend

With Friends Like This…A longtime friend sent me this picture yesterday. I barely remembered, thanks for that (not).Imitation is the Sincerest Form As we point out in our main story, easy money policies from global central banks pushed international government debt to...

Why Do Foreign Markets Matter?

Back To Work

Back To Work (sigh)I was hoping for another couple of weeks of euphoria. Instead, I got the double-whammy for New Year’s. Still, these guys outperformed expectations, by a lot. They still get an A. But now, the bar of expectations has risen.These guys, on the other...

Why Do Foreign Markets Matter?

2022 Has Been A Good Year For Stocks

Portfolio Expectations 101This is the simplest way for everyone to stay calm, without overdosing on hopium.Even the best mutual funds have underperformed the S&P 500.VAGSX = Vanguard LifeStrategy Growth Fund Investor Shares (VASGX) = 14.6% YTDAGG = US Bond Market...