Fed Inaction Is Bullish For Real Estate And Lumber

September 26, 2016

Last week, the Fed left interest rates unchanged at the 25-50 basis point range on the Fed Funds rate. In my latest work for Seeking Alpha, I explain why this means that real estate prices and new home construction will continue to rise and lumber will shift into bull mode after a brief correction.

Article:Fed Inaction Is Bullish For Real Estate And Lumber

Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities

The Fed Casts It’s Vote For Hillary Clinton

September 26, 2016

On Wednesday, September 21 the FOMC told markets that interest rates will remain unchanged for the ninth straight month in 2016 despite a promise of 3-4 rake hikes at last December’s meeting. In my latest piece for Seeking Alpha, I explain why I believe the Fed inaction amounts to a vote and endorsement for Hillary Clinton in the Presidential election that will take place on November 8.

Article: The Fed Casts It’s Vote For Hillary Clinton

Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities

The Dollar Is Stuck In Neutral But An Important Event Could Trigger A Big Move

September 19, 2016

The dollar has traded in a range of 92-97 since March. In my latest article for Seeking Alpha I examine the greenback and explain why the Fed will likely determine the path of least resistance for the currency this week but the election looms much larger on the horizon. I also recommend a way to position for a big move, a break out to the upside or break down to the downside in the dollar using an instrument with limited risk but a huge profit potential.

Article: The Dollar Is Stuck In Neutral But An Important Event Could Trigger A Big Move

Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities

Fed Meeting This Week- What To Look For

September 19, 2016

All of the talk coming out of the U.S. central bank before the blackout period last week was hawkish, however last Monday Fed Governor Brainard through a dovish monkey wrench into markets. In my latest article for Seeking Alpha I examine the potential market reaction from a rate hike or another month of pausing and explain why market have already signaled what they will do while the Fed has been less than transparent.

Article: Fed Meeting This Week- What To Look For

Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities

Five Reasons Why The Fed Should Raise Rates

September 17, 2016

The Fed raised the short-term interest rate for the first time in nine years last December and promised 3-4 more hikes in 2016. In my latest work for Seeking Alpha, I explain why the Fed has a chance for redemption at the September FOMC meeting but how they have waited too long and now will appear to be taking sides in the upcoming Presidential election.

Article: Five Reasons Why The Fed Should Raise Rates

Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities

What Happens to Commodities When Interest Rates Finally Rise?

September 9, 2016

There is a significant historical relationship between commodity prices and interest rates. In my latest article for About.com, I explain the correlation between raw materials, rates of interest and the dollar.

Article: What Happens to Commodities When Interest Rates Finally Rise?

Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities

Higher Rates Increase The Cost Of Carrying Commodity Inventories

September 6, 2016

The Fed told us that an interest rate hike is ‘imminent’ two weeks ago and last Friday’s employment report was a non-event higher interest rates are bullish for the dollar and a double-bearish whammy for commodities prices. In my latest piece for Seeking Alpha, I explain why higher rates are bearish for raw material prices but how there are so many other factors that determine the path of least resistance for these staple assets.

Article: Higher Rates Increase The Cost Of Carrying Commodity Inventories

Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities