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Coronavirus could change behavior. Cattle prices decline. Hogs tank despite the shortage. Coming into the peak season for demand. COW is the meat ETF product.
14 out of 23 CEF sectors positive on price and 9 out of 23 sectors positive on NAV this week. Munis lead while MLPs lag. Multisector income is the most expensiv

Economic Impact Of Coronavirus May Be Large

02:26pm, Monday, 10'th Feb 2020
The impact of the coronavirus on GDP is uncertain but could be large. If the coronavirus remains in China and continues to affect production, the impact on Chin
Australia and India kept interest rates on hold. Brazil and Russia lowered rates. Global equity markets bounced back this week after the Coronavirus selloff.
Market developments in the new year have been dominated by the viral outbreak originating in Wuhan, China. The difficulty in handicapping the new Wuhan coronavi
Growing fears about the coronavirus have hit Chinese stocks. While markets will remain unstable until China gets the outbreak under control, equity investors sh

Granting A Mulligan

05:02am, Sunday, 09'th Feb 2020
We believe that our stock market remains undervalued today. The stock market is more leveraged to interest rates than to earnings. Monetary authorities will kee

Visualizing U.S.-China Tariff War Carnage

10:33am, Friday, 07'th Feb 2020
The U.S. Census Bureau has released its data on the value of trade between the U.S. and China for December 2019. The data is the first to be reported since the

China, Asian Stocks, And Coronavirus Risk

06:15pm, Thursday, 06'th Feb 2020
Beginning in late 2019 through the first half of January, stocks in Asia (excluding Japan), led by the Chinese market, rallied, outperforming most other equity

China Sector Analysis: Financials

10:22am, Thursday, 06'th Feb 2020
Financials is the largest sector in China, with roughly $4 tn in total market cap. China's complex financial system continues to evolve rapidly as the private s

3 Issues That Could Keep Global Markets Reeling

04:38pm, Wednesday, 05'th Feb 2020
Voters in Iowa will be determining their choice for the Democratic nominee for president. Negotiations will not be easy between the UK and EU, as the EU is insi
Oil weighs on petrochemical prices. Coronavirus weighs on China’s economy. SHI shares have tanked. An attractive dividend and valuation. Buying the dip with SHI

Accounting And The Coronavirus

10:54am, Wednesday, 05'th Feb 2020
It is Chinese New Year holiday time, so most companies' staff took last week off and most have been ordered to take off this week. Since most companies are dela
We expect growth to experience an immediate hit in the first quarter of 2020, especially in regions most directly affected by nCov like China. However, we also
The impact of coronavirus in China will delay the boost that the U.S. expects from the phase one trade deal with China, White House economic adviser Larry Kudlow said in an interview with Maria Bartir
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