Category Archive for "Economy" | John Rothe | Portfolio Manager, Quant, Tech Geek, And Sometime Superhero To My Kids

Oil: Another Concern

For the past few months, the markets have been focused on the European crisis. During this time, oil prices have been steadily rising: My concern is that a weak global economy cannot take a spike in oil prices. Europe's borrowing costs have already begun to rise due to investors wanting higher interest rate payments from government ...

Insane…

The markets are still going up after the EU basically announced nothing concrete, more leveraged debt, and "voluntary" losses. (did nobody pay attention in math class) A few of my thoughts (and concerns): 1) Credit Default Swaps (CDS) basically act like an insurance policy to bond holders in case of default. Last night's plan has Greek bond ...

Some Important Times To Watch Today

Traders will be keeping a close eye on Europe today. EU leaders are meeting to discuss how to bail out Greece and save European banks. Some important times to watch today: - 9: 45 AM EST: The head of the EU task force on Greece, Horst Reichenbach, will hold a press conference after meeting with George Provopoulos, ...

Inflation: A Report That Consumers Will Enjoy

This past year inflation has been steadily rising, leading me to wonder if the word "stagflation" would soon be a term on the tip of everyone's tongue. Stagflation as defined by Investopedia: A condition of slow economic growth and relatively high unemployment -- a time of stagnation -- accompanied by a rise in prices, or inflation. My concern was ...

Is Unemployment About To Spike Up?

While most people like to look at the monthly unemployment figures, not many people know that the Conference Board also surveys how hard jobs are to get. Economist Dr. Ed Yardeni recently had two interesting points about the recent data on the difficulties of finding work: In August, it increased to 50% from 44.8% in July. ...