Latest Research & News
By Jon D. Markman On January 19, 201607:30 AM Eastern
At the end of last year, we looked closely at the aging of the United States. Now is a good time to take a look at China’s demographics, and how the aging of that country feeds into the growth...
By Jon D. Markman On January 5, 201607:30 AM Eastern
OPEC is continuing its price-war strategy against U.S. shale, an effort reaffirmed just last week when Saudi Arabia’s energy minister said his country’s output strategy “is a reliable policy and...
By Jon D. Markman On December 29, 201507:30 AM Eastern
Tech heavyweight Apple (AAPL) is down 9% in December, falling out of a multi-month consolidation range on swirling worries about iPhone demand and sales in China.
Shares of its component...
By Jon D. Markman On December 22, 201507:30 AM Eastern
Investors are disappointed with the central bankers. They are worried that the Federal Reserve’s forecast for four rate hikes in 2016 is too aggressive and want to see that number cut in half,...
By Jon D. Markman On December 15, 201507:30 AM Eastern
Many experts have been dismissive of bond liquidity fears: Vanguard’s global head of fixed income, Greg Davis, said concerns were “a bit overblown” just a few months ago. Friday’s selloff in...
By Jon D. Markman On December 8, 201507:30 AM Eastern
High definition video chip maker Ambarella (AMBA) reported better-than-expected quarterly results late last week as the company tried to separate itself from the fortunes of troubled action-cam...
By Jon D. Markman On November 24, 201507:30 AM Eastern
The Nasdaq 100 has lifted enough out of its mid-summer spill to generate a “golden cross.” This occurs when the 50-day average of an index crosses up and over its 200-day average. It shows that...
By Jon D. Markman On November 17, 201507:30 AM Eastern
Despite rising employment, an improvement in wages and lower gasoline prices, American consumers are doing something that they have rarely done in the past five decades: They are spending less on...
By Jon D. Markman On November 10, 201507:30 AM Eastern
In the last week of December 1999, Microsoft (MSFT) crested after a magnificent decade. It was the largest company in the world as the dot-com boom raged. Its performance that year helped the...
By Jon D. Markman On November 3, 201507:30 AM Eastern
Last week brought a frightful Dallas Fed Manufacturing report, which showed manufacturing activity in the region contracting for the 10th straight month. Now, I want to point out that...
