What’s Happening Now: Week of July 22

Welcome back to What's Happening Now, featured each Monday by Critical Signals Report.

In this issue, we're going to focus on all the Fed Speak last week. Why? Because the only force driving markets today is, sadly, a central bank.

Then, with tensions mounting over recent actions in the Middle East, we'll provide a trade suggestion in the event this boils up and into a full-blown conflict.

And as always, we'll finish by letting you know what's important to watch in the coming week and address your questions... Read more »

What’s Happening Now: Week of July 15

Welcome back to What’s Happening Now, featured each Monday by Critical Signals Report. In this issue, we’re going to look at how other stock markets are faring in comparison to the U.S., now that the Great Recession is eleven years... Read more »

What’s Happening Now: Week of July 8

Welcome back to What’s Happening Now, featured each Monday by the Critical Signals Report. Last week, we addressed forecasts of waning global growth for 2019-2021, along with worrisome signals in small-cap stocks, downgrades in global earnings, and waning consumer confidence.... Read more »

Canadian Banks – A Fat Pitch You May Want to Swing At

As the July 4 festivities gear up in the U.S., I've been traveling and focusing on other parts of the global economy as part of an ongoing hunt for risk/reward opportunities as well as broader risk management themes.

Recently, we reported on Deutsche Bank's headline-making balance sheet risks. We looked as well at the cracks in the ice of Australia's credit woes with regard to residential mortgage and consumer debt, all of which bodes for continued trouble ahead as country after country lines up for a credit cycle domino fall.

Earlier this week I was in London talking to investors about Brexit, which is a political and economic hot potato worthy of its own, separate report as we head closer to the October deadline.

For now, however, I want to turn our attention toward another country close to my heart yet often overlooked by the talking heads on the financial media, namely Canada.

So let's get to it... Read more »

What You Need to Know and Why…

Welcome back to What’s Happening Now, featured each Monday by the Critical Signals Report. Despite Storm Tracker headwinds blowing at 45 knots in Q2, asset classes fared well in the first half of 2019, as markets continued to melt-up from... Read more »

What You Need to Know and Why…

Welcome back to What’s Happening Now, featured each Monday by the Critical Signals Report. As we approach the end of Q2 2019, there’s much you need to know going into Q3 to both protect and grow your portfolio, especially as... Read more »