What are the 5 most dangerous assumptions that investors are making in 2021?
Why did U.S. Treasury Yields drop so dramatically this week?
What is Duration Risk and why does it matter?
Does Real Estate always go up in price?
Do Stocks always go up in price longer term?
What will happen to the Cryptocurrencies below the top 5 names?
What happens after taking on too much leverage?
How can we identify Overvaluation Dangers?
How do I find a great team to help me with my portfolio?
Dow Jones Industrial Average (Year to Date)
– Courtesy of Bloomberg LP
Standard & Poor’s Cumulative Total Return, Gross Dividends, by Sector (Year to Date)
– Courtesy of Bloomberg LP
Standard & Poor’s 500 Index Quarterly Earnings Estimates (07/09/2018 – 07/09/2021)
– Courtesy of Bloomberg LP
C.B.O.E. 10 Year Treasury Note Yield & 30 Year Treasury Bond Yield Indexes (Year to Date)
– Courtesy of Bloomberg LP
U.S. Job Openings by Industry Total, Seasonally Adjusted (Year to Date)
– Courtesy of Bloomberg LP
Health Care Select Sector SPDR Fund (Year to Date)
– Courtesy of Bloomberg LP
West Texas Intermediate Crude Futures Spot Price (Year to Date)
– Courtesy of Bloomberg LP
DiDi Global Inc, American Depository Reciept (06/30/2021 – 07/09/2021 )
– Courtesy of Bloomberg LP
Headline Round Up
*Worried About the Economy? Watch JOLTS!
*Oh Canada! Keystone Pipeline Builder Sues Biden Administration.
*Didi Did NOT! China Stocks Tank.
*Tesla Gobsmacked By China Too!
*Who is Buying Up All Those U.S. Treasury Bonds and Why?
*Goldman Says $90 Oil this Summer? When Could Oil Reach $150 Per Barrel?
*$6 Gasoline? Gasoline Demand Restored.
*Art Cashin Says Bitcoin Approaching “Trapdoor!” Should we cash in? Fake Crypto Stocks?
*Department of Energy Announces Clean Hydrogen Program.
*Vaccine Jump to Catapult Emerging Markets?
*Solar and Wind Capacity Reaching 15% in 2022. Crossover Point for Profits?
*KKR Loan Record! Real Estate Levering Up?
*Shell Starts Green Hydrogen Production at German Refinery! Big Oil most qualified to lead green BTU revolution?
*Oil and Gas ETF’s Attracting Most Money in a Decade.
*Lever Up: Record Borrowing in Auto Loans and Credit Cards!
Profit Report
Institutional research analyst John Hook explains a strange trading week.
The Story of the Cash Flow Revolution Starting in 1992!
The Ultimate Combination of Fundamental Cash Flow Analysis With Money Flow Technical Analysis.