Gary Marché - MarchéEconomics

May Market Beating Stock and Fund Picks

Week 1 (May 1 – 4): Uncertainty about the Fed, a flattening yield curve, and China trade issues are offsetting strong earnings and a higher rate of economic growth. The result is a trading range for stocks. Eventually, something must give and the market will head one way or another. Hopefully, that will be another… Continue reading May Market Beating Stock and Fund Picks

April Market Beating Stock/Fund Picks

Trump remains the stock markets worst enemy. True, China is a problem. They cause 95% of our trade deficit, steel our technology and intellectual property, and respond to our complaints with a trade war. Re-allocating plant and equipment from China to Mexico may seem plausible but it is likely that Trump would sabotage that. Re-allocating… Continue reading April Market Beating Stock/Fund Picks

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.… Continue reading Pugonomics 101 for Investors

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… Continue reading March 2018 Market Beating Stock/Fund Picks

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… Continue reading March 2018 Stock State

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… Continue reading February 2018 Stock State

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… Continue reading February Stock and Fund Picks

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… Continue reading Activist Monetary Policy Conundrum

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… Continue reading January 2018 Stock State

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,… Continue reading January 2018 Weekly Stock Picks