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Peter Dag & Friends: Profits point to trouble ahead
http://peterdag.blogspot.com/2015/07/profits-point-to-trouble-ahead.html
Peter Dag and Friends. Money management ideas and strategies. Profits point to trouble ahead. The trend of profits after tax is worrisome. Why? They decline well ahead of a recession and an equity bear market. Something to watch closely. George Dagnino, Ph D. The Peter Dag Portfolio. Profiting in Bull and Bear Markets. Now and learn ". EASY WAYS TO BEAT THE MARKET WITH ETFs. Several portfolios back-tested from 2000 are shown in the subscribers' area on our website ( www.peterdag.com. Great information th...
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Peter Dag & Friends: May 2014
http://peterdag.blogspot.com/2014_05_01_archive.html
Peter Dag and Friends. Money management ideas and strategies. We spent the evening in Oxford, MD. We anchored in a nice creek. A delightful place I have been going to for the past 25 years. We had dinner at the Robert Morris Inn, a business established in 1710. We went back to the boat and enjoyed a late evening drink looking at the green and red lights flashing to indicate the entrance of the channel. After lunch we noticed some clouds north of the Bay Bridge. Not to worry said Richard. They are...Event...
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Peter Dag & Friends: Is a recession around the corner?
http://peterdag.blogspot.com/2015/07/is-recession-around-corner.html
Peter Dag and Friends. Money management ideas and strategies. Is a recession around the corner? Durable good orders - non defense ex aircraft - have been plunging. They declined -6.6% y/y. It should come as no surprise commodities are sinking and the market is going nowhere. Is a recession around the corner? George Dagnino, Ph D. The Peter Dag Portfolio. Profiting in Bull and Bear Markets. Now and learn ". EASY WAYS TO BEAT THE MARKET WITH ETFs. The Peter Dag Portfolio. Subscribe to: Post Comments (Atom).
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Peter Dag & Friends: August 2015
http://peterdag.blogspot.com/2015_08_01_archive.html
Peter Dag and Friends. Money management ideas and strategies. Seasonality of health care stock. In the past 5 years health care stocks (XLV) have risen 75% of the times in September, 75% of the times in October and 100% of the times in November. George Dagnino, Ph D. The Peter Dag Portfolio. Profiting in Bull and Bear Markets. Now and learn ". EASY WAYS TO BEAT THE MARKET WITH ETFs. Several portfolios back-tested from 2000 are shown in the subscribers' area on our website ( www.peterdag.com. One more tre...
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Peter Dag & Friends: April 2015
http://peterdag.blogspot.com/2015_04_01_archive.html
Peter Dag and Friends. Money management ideas and strategies. Will consumers cause the next recession? The latest data are showing consumers are not willing to buy. The above graph shows the growth in consumer goods. They have declined -9.21% y/y. This is the largest contraction in orders for consumer goods in the last 20 years! The implications are obvious. These data suggest the economy is weak. It implies commodities (gold, oil, copper, agriculturals, lumber) are not likely to rise much. Learn how to ...
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Peter Dag & Friends: May 2015
http://peterdag.blogspot.com/2015_05_01_archive.html
Peter Dag and Friends. Money management ideas and strategies. Is the market too high? We follow several proprietary financial risk indicators like the one shown in the above graph. Their message is quite simple and yet powerful. We can expect a rising stock market when our financial risk indicators decline, as they did - mostly - in 2015. However, stocks are likely to decline when our financial risk indicators start rising. We update their trend in each issue of. The Peter Dag Portfolio. Now and learn ".
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Peter Dag & Friends: July 2015
http://peterdag.blogspot.com/2015_07_01_archive.html
Peter Dag and Friends. Money management ideas and strategies. Is a recession around the corner? Durable good orders - non defense ex aircraft - have been plunging. They declined -6.6% y/y. It should come as no surprise commodities are sinking and the market is going nowhere. Is a recession around the corner? George Dagnino, Ph D. The Peter Dag Portfolio. Profiting in Bull and Bear Markets. Now and learn ". EASY WAYS TO BEAT THE MARKET WITH ETFs. The Peter Dag Portfolio. Profits point to trouble ahead.
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Peter Dag & Friends: February 2015
http://peterdag.blogspot.com/2015_02_01_archive.html
Peter Dag and Friends. Money management ideas and strategies. Debt is an increase in current spending and decline in future spending unless the debt generates an income stream to repay principal and interest. More debt that is either unproductive or counterproductive is the path towards instability, disinflation and poor economic growth, not better economic performance. An informative article on negative interest rates. 10 Things to Know About Negative Bond Yields. Feb 27, 2015 5:00 AM EST. Although Germ...
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Peter Dag & Friends: The problem with our world
http://peterdag.blogspot.com/2015/07/the-problem-with-our-world.html
Peter Dag and Friends. Money management ideas and strategies. The problem with our world. What are they doing to our world? Nations fail because of concentration of power. It is difficult to quantify this concept. So, let’s look at the results - how fast an economy is growing and its pace of wealth creation (productivity growth). A subpar pace and poverty is an indication the political system has become too pervasive. Too concentrated. Too obsessive. Too regulated. Because it is a dictatorship - like the.
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Peter Dag & Friends: March 2015
http://peterdag.blogspot.com/2015_03_01_archive.html
Peter Dag and Friends. Money management ideas and strategies. Consumers are spending less. Consumer spending in the US revived last month, rising 0.1% in February vs. January, the Bureau of Economic Analysis reports. Spending is slowing down. There is a profound disconnect between surveys measuring consumer confidence and spending. The previous posts suggest the economy is more likely to be downshifting than strengthening (as reported by various domestic and international surveys). PS - Just received.