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

March 15, 2018

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Pugonomics 101 for Investors

I have two pugs.  I am not their master.  Instead, I work for them.   They are well cared for and appear grateful.  this is not trickle down economics, for which, by the way, there is no existing theory.  Given the arrogance and outright laziness of my pugs it seems more like trickle up economics. The analogy holds for investors.  When you buy a fund or stock you are using your financial capital to hire firms and fund managers to…

March 2018 Market Beating Stock/Fund Picks

Week 1/2 (March 1 -9): Markets are beginning to adapt to real growth less the uncertainty of trade-war possibilities.  The growth and earnings side are great while the trade-war issue will probably remain for some time before hopefully fading in importance.  With that I'll recommend some stocks and funds to consider adding to your portfolio.  The Gary Cohn resignation may generate nothing more than a short-run buying opportunity.  I sympathize with Gary Cohn.  He is a free-trader, as am I.  Placing…

March 2018 Stock State

March 1st Update: Headwinds from trade wars are on the way.  This, as indicated in the February Stock State, is our biggest stock market worry. Why are tariffs on steal and aluminum such a problem?  Trade theory, not stock market talking heads, is the answer.  Tariffs on specific commodities imposed by a large nation such as the US will effect the global price by reducing demand from a large (the US) importer.  This hurts all steal and aluminum manufacturers in…