Investing Pioneer – 2/10/2023 – 3:34 EST Market watchers still await the next Commitments of Traders (COT) report by the CFTC, providing insights into aggregate commodities trading data. Now, it is 17 days since the latest release – a report that is typically updated on a weekly basis (Friday at 3:30 p.m. eastern time). …
The business cycle is no longer reflected in changes in stock market liquidity since the Greenspan era. Investing Pioneer – 2/8/2023 – 1:38 PM EST The presence of a central bank has significant implications for the cycle of liquidity, and how that corresponds to the business cycle. From 1947 to 2008, a strong correlation between …
The Federal Reserve’s Effect on Stock Market Liquidity Read More »
Investing Pioneer – 1/30/2023 – 1:28 PM EST As we enter the approaching economic storm, discussing the following concept I think is timely. The concept is wealth destruction. Take FTX. It went from the market valuing the assets at billions of dollars to a dissolution much faster than it was created. When value is destroyed, …
Wealth Destruction in Times of Crisis: What It Is and What It Means Read More »
WASHINGTON, DC, USA – SEPTEMBER 4, 1991 Rob Crandall / Shutterstock.com Investing Pioneer – 4:35 PM EST – 1/27/2023 Short-term thinking can be the root of eventual failure or sub-par performance for any venture. Businesses are no expectations. In the last few years, Buffett has called on companies to stop short-term guidance statements, by virtue …
In light of rising rates worldwide, with the natural center being the US economy and Federal Reserve, the Bank of Japan has faced particularly tough challenges.
Making mistakes in the world of investing is normal for all levels of expertise. The mistakes may have been within the bounds of the investment strategy, negating the argument that any fundamental problem may have been at hand. In that context, its even possible there is a relatively low possibility of any net marked improvement. …
Investing Pioneer – 1/12/2023 For the country of Namibia – as with all countries of similar standing – uncovering a substantial resource (oil, gas, etc.) of recoverable and commercial potential can be enough to permanently alter the economic evolution of the nation, presumably for the better. The prime example used to indicate the positive side: …
Investing Pioneer – 5:17 PM EST – 12/14/2022 The Federal Reserve commenced its FOMC meeting today. Fed chairman Powell spoke at 2:30 PM EST, discussing the path forward. The day also saw the announcement of the 50 basis point rate hike, a consensus leading up to the meeting that was shared by 100% (85/85) of …
USA, Iran and Russia flag together on a textured wall – Shutterstock Investing Pioneer – 12:00 PM EST – 12/14/2022 Recent technological advancements in military technology means some countries are trying to extend their geo-political influence or secure a seat in a world where expansionist wars and operations such as the invasion of Ukraine succeed. …
Industry oil barrels – Shutterstock Investing Pioneer – 8:40 PM EST – 12/13/2022 On December 9th, for the first time since November 2020, the 1-year WTI (West Texas Intermediate) Crude oil futures spread flipped to contango, meaning there is a price premium for further dated futures contracts (in part an inherent byproduct of making up …
The power of Siberia, gas pipeline | Shutterstock Investing Pioneer – 10:05 PM EST – 12/10/2022 Despite the frequently fraught nature of their geopolitical relationship, Europe had long been dependent on Russia for a steady supply of natural gas. This reliance means that any sudden disruption in gas deliveries could have a destabilizing effect …
Russia Boosts Natural Gas Exports to China to New Highs Read More »
Sovereign debt, the lifeblood of nations throughout history, must not exceed the country’s ability to service and repay it. Often in the form of bonds, investors and nations provide currency to the government in exchange for bond certificates ensuring repayment plus interest. During times of crisis or need, bonds can be crucial for ensuring …
Sovereign Debt: History and Consequences of Excessive Debt Read More »
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