google.com, pub-2431335701173086, DIRECT, f08c47fec0942fa0 January 2018 - MarchéEconomics

January 28, 2018

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Activist Monetary Policy Conundrum

Recently, many economic and FED commentators point out that if we have a recession we will need a tighter FED balance sheet and higher interest rates in order to fight the recession using stimulative monetary policy.  At the same time, others have pointed out that if interest rates get to high it will cause a recession.  This leaves us with a logical conflict.  If the FED actively manages the economy to have higher short-term interest rates and thereby be in…

January 2018 Stock State

The economy continues to do well, but not too well.  That is, it is chugging along rather steadily but not so fast as to suggest closing in on the next recession any time soon.  The stock market is not always in lock step with the economy because it rests on not only fundamentals, but such things as investor expectations and sentiment as well.  The recent supply side tax cut that reduced corporates rates appears to underly market exuberance.  If exuberance…

January 2018 Weekly Stock Picks

Week 1 (Jan 2 - 5): The conservative strategy is to not chase stocks when they are up, but buy on the dips instead.  Maybe wait for a 1% - 2% pull back in the market or a given stock or fund.  For growth, take a look at OLLI, MULE, EDIT, GBT, HUN, AME, NUAN, PTI, HMLSF (Horizons Marijuana Life Sciences Index ETG), TPL, NUAN, AMG, MAS, and IBKR.  For dividends consider GSBD and BREUF.  Pull backs require you keeep…