What follows is our weekly wrap with links to the latest Money and Markets’ articles.
The war cycles I’ve been telling you about simply must be taken seriously, – argues Larry Edelson. Click here to find out what effect the war cycles might have on your portfolio.
“You’ll definitely want to keep an eye on BAC and the other major bank stocks, because they sure aren’t looking too healthy,” – says Mike Larson. Read about Bank of America, sanctions against Russia and more in his Monday column.
In years like this one, says Jon Markman, it seems as if the growth model has been completely turned upside down. Here is what investors should be paying attention to right now when making investment decisions.
“The power of the purse can be used for good — whether putting pressure on the leader of a rogue nation and his cronies, or a titan of business whose views are woefully outdated in today’s modern world.” Do you agree with Mike Larson on that? Let us know.
“Just like the White Queen in Through the Looking Glass, the Fed has no idea what the ultimate outcome of further increases will be or what a return to a ‘normal’ balance sheet might look like.” – find out more in Bill Hall‘s latest article.
Don Lucek took a closer look at recent news about Bank of America and the decline in its shares, and came to the conclusion that “temporary weaknesses in shares — like we’re seeing with BAC — should be viewed as buying opportunities.” Check his full analysis to learn more.
It has been five and a half years since Lehman Brothers, AIG, Fannie Mae, Freddie Mac, and other casualties of the credit crisis imploded, so what has the Fed done since then? Mike Larson answers this question and gives one piece of advice investors should follow in this economic environment.
Mike Burnick believes “the Federal Reserve’s massive balance sheet expansion, which just passed the $4 trillion mark, is beginning to seep into the real economy at last.” What should investors expect? Find out in his weekly column.
On Wednesday the Dow Jones Industrial Average made history, topping the previous high. However, hardly anybody noticed that. What gives? Mike Larson names the reasons.
“The “Echo Bust” is here! That’s the unmistakable conclusion you have to draw from the latest reports on the housing market.” – If you wonder what it means for you and your investments, read this article by Mike Larson.
Best wishes,
The Money and Markets’ Team
