International Markets OUTPERFORMING

International markets are outperforming the S&P500 and Emerging Markets are especially strong.  [See chart.] I’m extremely happy with the portfolio over weighted in global equities.  European stocks will be jittery through the French elections in May, as they have been leading up to today’s Dutch election.  Emerging Markets will likely sputter as Oil prices fall,Continue reading “International Markets OUTPERFORMING”

VIDEO: How to chart a Simple Moving Average

Well…I’m late to the party but I have finally uploaded my first video to YouTube.  It’s an answer to the question that many of you have asked:  How to chart a simple moving average? A link to the video can be found here, as well as all future content that I post to YouTube: http://www.wealthsteading.com/videos/Continue reading “VIDEO: How to chart a Simple Moving Average”

1986 Oil Glut

QUESTION:  When will oil prices recover to previous highs above $100/barrel?   ANSWER:  Someday. Will proposed expansionist policies of the Trump administration raise the price of oil?  Maybe.  On the other hand, his likely favorable policy toward oil exploration and production could cause the price of oil to fall further. In 1986 when oil pricesContinue reading “1986 Oil Glut”

US Petrodollar GAP

I anticipate global markets to break out of their multi-year growth stagnation for several reasons.  Over the past twelve months, it appears that commodities, energy, and interest rates have all reach a bottom.   That’s good news.  The remaining significant market factor that has not yet confirmed a low is China’s economic slowdown.  Assuming China canContinue reading “US Petrodollar GAP”

Global Performance Gap

Global stock markets have been underperforming the US since about 2013.  Global GDP peaked in 2014 and has been growing at an anemic 3% rate.  The primary drivers have been slowing growth in China and lower prices for commodities and petroleum (which disproportionately affected commodity exporting emerging markets).  Global central bank policies that artificially suppressedContinue reading “Global Performance Gap”