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

February 12, 2018

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February 2018 Stock State

February 12 update: The correction or pull-back of about 10% is running its course.  Much of the attention focused on headwinds created by higher interest rates (as the 10 year government bond heads for 2.9% is an overstated concern.  Imagine you are flying a small airplane into a headwind.  The FED has helped you (the stock market) fly faster by buying government bonds (and other dept) to keep interest rates lower.  This builds up the FEDs balance sheet.  Unwinding the…

February Stock and Fund Picks

Week 1 (Feb. 1 - 9): I am always amused when I hear a stock described as "poised for explosive growth."  It's a catchy line but the same holds for any stock in the market.  Odds are, you will be right some of the time.  The only thing I will say about my stock picks is that they are subject to rigorous research and systematic screening and that some of them, even in the short-run of only a month, will…