1. My Peter Lynch metric continues...a tour boat captain in Chicago said they have 47 construction cranes in the city. Last quarter's GDP was increased from 2.6% to 3%.
2. Another reason Greece's finances will be back in the headlines sometime soon.
WSJ Daily Shot, As of 9/11/17
3. Global Purchasing Managers indexes are up indicating global growth...
As of 9/7/17
4. Interesting given the current debate over tax reform in Washington
5. An update on Mutual Fund vs. ETP asset flows.
As of 9/8/17
7. The metals, including copper, are indicating healthy growth. Bonds are indicating quite the contrary...
As of 9/17
8. Energy must break out one way or the other…
WSJ Daily Shot, As of 9/8/17
9. A tale of two sectors...are major breakouts coming?
As of 9/8/17
10. U.S. bond yields continue to decline. What are they predicting?
As of 9/11/17
11. A flattening yield curve hurt the banks again, 2 hurricanes and a major earthquake hurting the insurers...
As of 9/8/17
12. Note high yield bond flows have been negative the last 3 weeks.
WSJ Daily Shot, 9/11/17
13. So far junk bonds are holding strong…
As of 9/8/17
14. No More free $ should be healthy long term