Category Thursday

10-OCTOBER 14-2021

Good morning. Inflation may be the headline story, but it’s just one factor that could impact corporate profitability this earnings season.  Many companies are able to pass on rising costs to customers from run-of-the-mill inflation.  But higher energy prices, which…

10-OCTOBER 07-2021

Good morning. Gauging market sentiment is a good way of getting a sense of how the market could trade in the next few sessions.  Of course, when sentiment gets overly bullish or bearish, it can also reflect a potential reversal…

09-SEPTEMBER 30-2021

Good morning. With the market still wary about rising Treasury yields or the potential drop in China, there are plenty of other potential factors that could weigh on the economy right now.  One of the least talked about is energy…

09-SEPTEMBER 23-2021

Good morning. The volatility of the past week has been a wake-up call for some.  However, there’s also been a lot of overly bearish fears.  It’s true that we expected markets to have a pullback.  That’s usually what happens in…

09-SEPTEMBER 16-2021

Good morning. Yesterday marked the 13th anniversary of the collapse of Lehman Brothers, a “victim” of over leverage on the US housing market.  Yesterday also marked the day when Evergrande, a Chinese real estate firm, stated that it wouldn’t pay…

09-SEPTEMBER 09-2021

Good morning. The excess lending that led to the housing crash was inevitable.  But it took a few specific events for many investors to see what was unfolding and belatedly prepare.  One such moment was the collapse of Lehman Brothers,…

09-SEPTEMBER 02-2021

Good morning. The United States was brought into World War II after the Japanese bombed Pearl Harbor.  But that move occurred months after the US, a major oil exporter at the time, cut off supplies to Japan.  The next shooting…