IHS Markit Provides An Interesting Opportunity

IHS Markit Provides An Interesting Opportunity

I am planning an entry into IHS Markit ($INFO) early this week as it satisfies all I look for in an investment opportunity. Let's take a moment to go over which factors I look for when planning to take on new risk in the form of a longer term stock holding, both on a fundamental [...]
The Bears Have My Attention

The Bears Have My Attention

When a historically significant signal of a looming recession flashes, it is our job to pay attention. The signal I am speaking about is of course the inversion of the yield curve. In normal circumstances when you lend someone your money, you would expect that the longer you lend it to them, the more interest [...]
Relative Strength

Relative Strength

Global equity markets fell hard yesterday on the back of the Chinese Central Bank devaluing their currency amid escalating trade tensions. No matter what the reason, days like yesterday serve as a reminder that these things happen in markets. While not routine, the sell off yesterday was far from rare. I will spare you the [...]
An Open Dialogue About Gunviolence and Tragedy

An Open Dialogue About Gunviolence and Tragedy

The dove has been a symbol of both peace and innocence for thousands of years across many different cultures. In ancient Greek mythology it was a symbol of love and renewal of life, and in ancient Japan a dove carrying a sword symbolized the end of war. Yet again, tragedy rocked our brothers and sisters [...]
You Got Your Rate Cut, Now What?

You Got Your Rate Cut, Now What?

As expected you were awarded your .25% rate cut. Shortly after as predicted, you got a knee jerk sell the news event which served to drive equity indexes lower. The first reaction to such events is nearly always wrong. The sell off was nothing more than a short term, door buster sale that gave you [...]