Portfolio Update
The Impartial Lens Portfolio: Total Gain 28.07%
Market Summary
The Daily Lens
Market Summary: The long and the short of it. US Markets: Equity markets opened up pessimistically in morning trading and dove into the red. Investors regained their courage on the back of the Federal Reserve’s Chairmen Jerome Powell’s testimony to congress. The Chairman said the U.S. Central bank is done cutting interest rates for the
The Daily Lens
Market Summary: The long and the short of it. U.S. Markets: The equity markets stalled again yesterday following Chinese media comments on President Trump’s speech to the Economic Club of New York. China Global Times said, “Quite a lot of criticisms and complaints about China from President Trump in his latest speech, but hardly anything
The Daily Lens
Market Summary: The long and the short of it. US Markets: Equity markets were again dominated by President Trump’s remarks over the weekend, dashing investor optimism that Washington and Beijing would soon reach a deal to end the paralyzing trade war. Both the S&P 500 and the New York Composite (NYA) dove into the red
Portfolio Update
The Impartial Lens Portfolio: We believe in a free market. We would rather have no war, no stupidity, no crony-capitalism, no nepotism, no corruption, no political circus, no fake news and we could very well do without the other seven deadly sins. Lust, gluttony, greed, sloth, wrath, envy and pride. In reality, we have
The Daily Lens
Market Summary: The long and the short of it. U.S. markets: President Trump tossed a spanner into the markets on Friday. Confirming Peter Navarro‘s warnings, the President tweeted that he has not agreed to rollback tariffs with China, thus refuting Larry Kudlow’s comments. Navarro 1:0 Kudlow. The markets subsequently fell at the open and it
The Daily Lens
Market Summary: The long & the short of it. The U.S. Markets awoke on Friday to some positive news. Firstly, a stronger than expected reading of the October jobs report enhanced bullish spirits in the markets. Secondly, the Chinese Commerce Ministry said the world’s two largest economies could reach “consensus on principles” during a “serious
The Daily Lens
Market Summary: The long & the short of it. Despite upbeat earnings and the benefit of lower interest rates, the U.S. markets dived into the red on the opening of trading yesterday. China upset the post-Fed apple cart overnight, claiming that the “trade-deal” was unlikely. In spite of the White House’s best efforts, the odds
The Daily Lens
Market Summary: The long & the short of it. Despite the avalanche of earnings releases being published for the third quarter, the attention of the market participants shifted to the Federal Reserve and its Chairman Jerome Powell. The Fed did indeed meet the expectations of the markets (all the action being priced in) and cut