google.com, pub-2431335701173086, DIRECT, f08c47fec0942fa0 October 2017 - MarchéEconomics

October 29, 2017

Archive

Weekly Stock Picks for November 2017

Week 1 (Nov. 1 - 10): Goldilocks global economy and the three bears are no where in site.  Consider SQ, INTC, MMM, GRUB, MB, SAFM, ASIX, LAZ, and CRL for growth.  Some of these like MMM, and LAZ also pay dividends that offer more growth.  Keep cash on hand for any corrections, or for buying TVIX at the start of a correction to acquire even more cash.  Rising interest rates may steal some allure from high yielding ETFs and CEFs…

Some Thoughts on Modern Day Democracy

I'll start with the premise that most people, including those with resources in the markets, do not want or need overregulation. Social progressivity is therefore are desirable agenda. So too is classical liberalism in which there are free markets and limited government. With regard to economics, the limited government only addresses resource misallocation caused by market processes (i.e., under production of public goods, the existence of market externalities, decisions based on asymmetrical information, and excessive market concentration among unions and…

October 2017 Stock State

September 6 update: Investors can probably ignore this. Trades pay attention. High rates of growth, the higher the worse, combined with complacent or Pollyanna investors along with stock analysts that give in to assuming an unrelenting upward trending stocks is a circumstance that inevitably leads to a correction. Listen to Cramer (Mad Money). He has experience beyond what most of us have. Hold more cash, be ready to hedge (buy TZA or TVIX), and don't panic sell. Given the solid…

September 2017 Stock Pick Performance

September was another challenging month. So many fear October that sellers tend to dominate the month and finding stocks that might make gains is more challenging. The Base stock portfolio beat the NASDAQ and performed nearly as well as the DOW and S & P 500. The best performer was the regional banks (KRE). Shopify (SHOP) was second best, but has since been "short bombed" by a Citron analyst and will need to find a new bottom, probably somewhere below…

October 2017 Stocks of the Week

Warren Buffet thinks that the low-interest environment creates a situation in which stocks are NOT overvalued and that there are good buying opportunities out there. Also, the general consensus is that there are more positives than negatives that might affect the stock market in the near term. That said, some analysts continue to stress the likelihood of a significant short-run correction and that holding cash is the best hedge. Stocks for Week 1: For growth consider TRLFF, EDIT, CERN, IMED…