The Morning Call---The Market's judgment of fiscal policy is getting harsher

 

The Morning Call

 

9/11/26

 

The Market

         

    Technical

 

            Thursday in the charts.

https://www.zerohedge.com/markets/bonds-bitcoin-bullion-big-tech-battered-black-gold-ppi-spike-rate-hike-odds-ahead-cpi?gift=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJuaWQiOiIxMTI0NTkzIiwic2VuZGVyVWlkIjoiUUhnc3BaZVVFS2E3RHhXM216eFlKbjhaWEFoMiIsImlhdCI6MTc4OTA3MjAzOSwiZXhwIjoxNzkxNjY0MDM5LCJhdWQiOiJ6aC1naWZ0In0.7H_1sJsLqfgiYmLz1jP-IJM_gTmZewsqiv23kZctwuw

 

 

Note: the fall continues.  Yesterday, the S&P ended below (1) its former all time high and (2) its 50 DMA (now support; if it stays there through the close today, it will revert to resistance).   The latter, of course, is the first serious challenge to the longer term momentum, though admittedly not a disaster.  Still, it leaves me comfortable sitting on my hands.  To be sure, it is not time to run for the hills; so, if this decline continues, there will be buying opportunities.  In my opinion, not just yet. There is one point of good news---both Wednesday and Thursday experienced gap down opens which should provide some near term upward pull.

https://www.zerohedge.com/the-market-ear/who-stopped-motor?gift=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJuaWQiOiIxMTI0NjQ3Iiwic2VuZGVyVWlkIjoiUUhnc3BaZVVFS2E3RHhXM216eFlKbjhaWEFoMiIsImlhdCI6MTc4OTEzMTQzMywiZXhwIjoxNzkxNzIzNDMzLCJhdWQiOiJ6aC1naWZ0In0.qPDa1kB9HuettkaYq_imEZn3SHqiTPYhwf76ElQwqvg

 

            Thursday in the techincial stats.

            https://www.barchart.com/stocks/momentum

            https://www.barchart.com/stocks/market-performance

            https://www.barchart.com/stocks/sectors/rankings

            https://www.barchart.com/stocks/signals/new-recommendations

 

The 50 DMA has been above the 200 DMA for 300 days.  Is that a sign of potential trouble?

https://www.stockmarketmedia.com/2026-09-10/300-days-trend-really-old

 

            Nonfundamental headwinds.

https://www.zerohedge.com/markets/goldman-derivatives-head-spots-multiple-non-fundamental-headwinds-stocks-near-term?gift=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJuaWQiOiIxMTI0NTgxIiwic2VuZGVyVWlkIjoiUUhnc3BaZVVFS2E3RHhXM216eFlKbjhaWEFoMiIsImlhdCI6MTc4OTA2Mzc0OCwiZXhwIjoxNzkxNjU1NzQ4LCJhdWQiOiJ6aC1naWZ0In0.vAJhgXFDtmPNPjG0c-88kEdhk2NBwr7XjHn-0pIpRAM

 

            Widening gap between macro stress and risk premiums.

https://www.zerohedge.com/markets/widening-gap-between-macro-stress-risk-premium-calls-repricing?gift=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJuaWQiOiIxMTI0NTg4Iiwic2VuZGVyVWlkIjoiUUhnc3BaZVVFS2E3RHhXM216eFlKbjhaWEFoMiIsImlhdCI6MTc4OTA2OTc2NCwiZXhwIjoxNzkxNjYxNzY0LCJhdWQiOiJ6aC1naWZ0In0.-6OTgXNW_BVTHapmVo8oqY35gJ3A_rmj4pNr1KlL0pY

 

                        Gold at important juncture.

https://www.zerohedge.com/the-market-ear/gold-neckline-breakdown-or-400-squeeze?gift=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJuaWQiOiIxMTI0NjU0Iiwic2VuZGVyVWlkIjoiUUhnc3BaZVVFS2E3RHhXM216eFlKbjhaWEFoMiIsImlhdCI6MTc4OTEzMTc4MiwiZXhwIjoxNzkxNzIzNzgyLCJhdWQiOiJ6aC1naWZ0In0.XPoM-xHbs8jhXBiwxubBE8YDzoyAwHEIlP7FUzp-elI

 

           

Friday morning setup (written before news of the attack on the Saudi pipeline and the CPI report): Futures are higher thanks to an overnight retreat in oil prices (which is unlikely to hold now that Houthi rebels effectively control the entire Red Sea) and bond yields which track oil tick for tick, but the tone could quickly shift with the week’s biggest catalyst, August CPI data, due before the cash open. As of 8:00am ET, S&P and Nasdaq futures gain 0.6% with Mag 7 stocks are mostly higher, led by AMZN (+0.6%) and META (+0.7%). In premarket trading, ORCL rose 7% as its AI cloud backlog beat estimates. MSFT is planning to more than triple its data center capacity to ease computing shortages. WTI crude fell 3% overnight amid the report that Gulf states are weighing a meeting with Iranian officials to discuss the future of the Strait, the first gathering since the war began more than six months ago. Oil is on track for a 8% jump since Monday, and the International Energy Agency warned higher prices would hit consumption. Bond yields are 1-3bp lower although they remain sticky near 3 year highs: 2Y and 10Y yields are 3.2bp and 2.4bp lower, respectively. While the meeting itself was net positive for risk assets, the situation in the Middle East remains uncertain, particularly regarding renewed developments in Yemen, as Houthi rebels seize a key Yemeni port city and struck Saudi oil infrastructure. US retail diesel prices topped $6 a gallon for the first time. Commodities are mostly lower except for precious metals. All eyes are on CPI at 8:30 am ET. We also get the September preliminary UMich sentiment (10 a.m.), 2Q household change in net worth (12 p.m.) and August federal budget balance (2 p.m.). Fed speakers remain in external communications blackout period ahead of Sept. 15-16 FOMC meeting

 

    Fundamental

 

       Headlines

 

              The Economy

 

                        US

                       

                          August existing home sales fell 2.0% versus estimates of -0.2%.

                          https://bonddad.blogspot.com/2026/09/the-same-suboptimal-stagnant-existing.html

 

                                  August CPI was up 0.4%, in line; core CPI was up 0.3% versus +0.2%.

                                  https://www.zerohedge.com/markets/rate-hike-odds-soar-despite-lowest-core-consumer-price-inflation-2021

 

                        International

 

July UK GDP grew 0.4% versus projections of 0.0%; the July trade balance was -L3.5 billion versus -L4.0 billion; July YoY construction output fell 2.5% versus -2.3%; July YoY industrial production was up 0.6% versus +0.2%.

 

August Japanese PPI came in at -0.2% versus consensus of 0.0%.

 

                        Other

 

                          Is the middle class disappearing?

                          https://www.kiteandkeymedia.com/videos/american-middle-class-shrinking-housing-healthcare-college-costs/

 

                          Update on US/China trade.

                          https://politicalcalculations.blogspot.com/2026/09/us-china-trade-rises-for-third.html

 

            Iran

 

              Overnight news.

                  https://www.zerohedge.com/energy/brent-tops-102-mideast-escalation-threatens-hormuz-flows-hsbc-hike-oil-forecast

 

            Fiscal Policy

 

              The budget math.

              https://www.foxnews.com/opinion/congress-spends-7-trillion-heres-math-works-100

 

              The Market’s judgment on fiscal policy is getting harsher.

              https://www.capitalspectator.com/bond-markets-verdict-on-washington-is-turning-harsher/

 

              America is losing its captive creditors.

              https://giftarticle.ft.com/giftarticle/actions/redeem/e00cf669-7eee-4b71-b266-5756b24fbb41

 

              On the other hand, yesterday’s auction saw huge demand.

                          https://www.zerohedge.com/markets/record-breaking-30y-auction-sees-huge-stop-through-2nd-highest-foreign-demand-record

 

              But then, Bessent’s buyback turned sour.

  https://www.zerohedge.com/markets/yields-jump-3-year-high-after-treasury-takes-less-expected-buyback-amid-flood-lowball?gift=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJuaWQiOiIxMTI0NTk3Iiwic2VuZGVyVWlkIjoiUUhnc3BaZVVFS2E3RHhXM216eFlKbjhaWEFoMiIsImlhdCI6MTc4OTA2OTA4MCwiZXhwIjoxNzkxNjYxMDgwLCJhdWQiOiJ6aC1naWZ0In0.syVk7aBcsV0-UhEtmBaZiNso2Ma0kqTUKb5-tT7CK48

 

 

            Inflation

 

              The next food price surge.

  https://www.zerohedge.com/the-market-ear/hormuz-el-nino-and-next-food-price-surge?gift=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJuaWQiOiIxMTI0NTQ1Iiwic2VuZGVyVWlkIjoiUUhnc3BaZVVFS2E3RHhXM216eFlKbjhaWEFoMiIsImlhdCI6MTc4OTA0NzcyMCwiZXhwIjoxNzkxNjM5NzIwLCJhdWQiOiJ6aC1naWZ0In0.wXoIlUjS5DKuniJoUJJ5BFbnf8YlQpwH4eQTCqdz4Zc

 

 

            AI

 

              Congress could kill AI before it kills us.

                          https://quoththeraven.substack.com/p/congress-could-kill-ai-stocks-before?r=1ng8jx&utm_campaign=post-expanded-share&utm_medium=web

 

              A more balanced evaluation of the risks AI could pose.

              https://calnewport.com/anthropic-just-threatened-to-kill-billions-of-people-this-is-not-okay/

 

              The growing risk of air pockets in AI buildout.

  https://www.zerohedge.com/markets/theres-no-spreadsheet-goldmans-pasquariello-warns-ai-payoff-may-defy-calculation-air?gift=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJuaWQiOiIxMTI0NTY2Iiwic2VuZGVyVWlkIjoiUUhnc3BaZVVFS2E3RHhXM216eFlKbjhaWEFoMiIsImlhdCI6MTc4OTA2MzUxNiwiZXhwIjoxNzkxNjU1NTE2LCJhdWQiOiJ6aC1naWZ0In0.GZ08ya8d4tCZPERTf3F0SQaLpYf7z0vdvUgBN9QJ_dE

 

 

     Investing

 

            The bull market’s biggest enemy?

                        https://www.marketwatch.com/story/the-bull-markets-biggest-enemy-right-now-could-be-bessents-interventions-134bbe78?st=pVznbd

 

    News (but not a buy recommendation) on Stocks in Our Portfolios

 

            Intuit

            ResMed

                https://www.morningstar.com/stocks/4-undervalued-stocks-that-just-raised-dividends-3

 

What I am reading today

 

            Americans are losing faith in capitalism.

https://finance.yahoo.com/economy/policy/articles/americans-losing-faith-capitalism-problem-093000814.html?utm_source=fark&utm_medium=website&utm_content=link&utm_campaign=fark&ICID=ref_fark&guccounter=1

 

 

 

Visit Investing for Survival’s website (http://investingforsurvival.com/home) to learn more about our Investment Strategy, Prices Disciplines and Subscriber Service.

 

 

 

The Morning Call---You are the Market. Really?

 

The Morning Call

 

9/10/26

 

The Market

         

    Technical

 

            Wednesday in the charts.

https://www.zerohedge.com/markets/brent-tops-100-bitcoin-golden-cross-bullion-bid-bessent-buyback-disappoints-hindenburg?gift=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJuaWQiOiIxMTI0NDQ4Iiwic2VuZGVyVWlkIjoiUUhnc3BaZVVFS2E3RHhXM216eFlKbjhaWEFoMiIsImlhdCI6MTc4ODk4NTE1MywiZXhwIjoxNzkxNTc3MTUzLCJhdWQiOiJ6aC1naWZ0In0.507ZmqHpT1fkj6RKEJ54xTsEMybch7YHIrAUwJv-88Q

 

            Wednesday in the technical stats.

            https://www.barchart.com/stocks/momentum

            https://www.barchart.com/stocks/market-performance

            https://www.barchart.com/stocks/sectors/rankings

            https://www.barchart.com/stocks/signals/new-recommendations

 

Note: the S&P fell below the lower boundary of the uptrend off the March low and settled near its former all-time high---on terrible breadth. Given the strength in its longer term trends, that shouldn’t cause tremendous alarm. Still it is a potential warning. Follow through.

 

Thursday morning setup: US stock futures slumped for a 3rd consecutive day, unable to find traction, and trading at session lows with tech underperforming as Treasury yields pushed higher keeping risk appetite firmly in check ahead of the latest print on US factory prices and earnings from Oracle. As of 8:15am ET, S&P futures are down 0.2%, with Nasdaq futures lagging, and down 0.5%. Pre-market, MegaCap Tech stocks are mixed, led by AAPL and META +1.0%. Overnight, TSMC reported a 53% increase in monthly sales amid strong AI infrastructure demand. Incremental macro news flow were largely muted since yesterday’s close: Trump promised $5k division if GOP wins the midterm, which sparked fresh fiscal stability concerns and pushed yields to fresh 3 year highs, as the 10Y tops 4.88%. The USD reversed an earlier drop to trade at session highs as the Yen slumps. Commodities are mixed: Oil higher (WTI +1.7%), while precious metals are lower; base metals and Ags are higher. US economic data slate includes weekly jobless claims and August PPI (8:30 a.m.) and August existing home sales and July wholesale inventories (10 a.m.). Fed speakers remain in external communications blackout period ahead of Sept. 15-16 FOMC meeting

 

    Fundamental

 

       Headlines

 

              The Economy

 

                        US

 

                          Weekly jobless claims totaled 206,000 versus forecasts of 205,000.

 

Month to date retail chain store sales were up 8.3% versus +9.6% in the prior week.

 

August PPI came in at +0.4%, in line; core PPI was +0.2% versus +0.3%.

                          https://www.zerohedge.com/markets/rate-hike-odds-jump-fuel-costs-push-us-producer-prices-higher

 

                        International

 

                          August German PPI was up 0.2%, in line.

 

                        Other

 

                          America’s middle class is the richest.

                          https://committeetounleashprosperity.com/hotlines/americas-middle-class-is-the-richest/

 

                          Why the gasoline price spike didn’t derail consumer spending.

  https://wolfstreet.com/2026/09/08/why-the-gasoline-price-spike-didnt-derail-consumer-spending-despite-all-moaning-groaning-auto-dealers-got-caught-too/

 

Six charts that reflect how Americans feel about the economy (hat tip—not good).

https://www.wsj.com/economy/consumers/six-charts-that-explain-how-americans-really-feel-about-the-economy-2243d7da?st=as7gkN&reflink=desktopwebshare_permalink

 

                          How great is the recessionary impact of the rise in oil prices?

                          https://bonddad.blogspot.com/2026/09/updating-potential-for-iran-war-oil.html

 

            Iran

 

              Overnight news.

                  https://www.zerohedge.com/commodities/brent-tops-100-gulf-conflict-escalates-ubs-warns-us-iran-ramp-remains-elusive

 

            Monetary Policy

 

              What if the Fed hikes?

              https://www.carsongroup.com/insights/blog/what-if-the-fed-hikes/

 

              Something is shifting in the inflation picture.

              https://stayathomemacro.substack.com/p/something-is-shifting-in-the-inflation?utm_campaign=post-expanded-share&utm_medium=web

 

              ECB raises rates.

              https://www.zerohedge.com/markets/eur-drops-ecb-hikes-rates-expected-raises-inflation-outlook-sees-downside-growth-risks

 

            Fiscal Policy

 

              We aren’t magically growing our way out of debt.

                          https://quoththeraven.substack.com/p/we-arent-magically-growing-our-way?r=1ng8jx&utm_campaign=post-expanded-share&utm_medium=web

 

              Bessent told you Washington’s threshold of pain.

              https://talkmarkets.com/article/bessent-just-told-us-where-washingtons-pain-threshold-is-1788963450

 

              And the Market is questioning Bessent’s ‘I am the Market’ routine.

              https://giftarticle.ft.com/giftarticle/actions/redeem/61236b4d-796d-4abc-9df6-6b1ee0edbfe0

 

              Banana republic?

              https://www.zerohedge.com/political/trump-floats-5000-stimmy-checks-every-us-adult-citizen-if-gop-holds-congress

 

            AI

 

              We only get one chance to stop AI.

                          https://quoththeraven.substack.com/p/we-may-only-get-one-chance-to-stop?r=1ng8jx&utm_campaign=post-expanded-share&utm_medium=web

 

 

            Tariffs

 

              The US/Canadian tit for tat.

  https://www.wsj.com/economy/trade/trump-says-he-will-block-canadian-firms-from-government-contracts-a4c3c21e?st=SKrMuf&reflink=desktopwebshare_permalink

 

     Investing

 

            For the bulls.

            https://www.advisorperspectives.com/commentaries/2026/09/09/5-key-forces-shaping-market-labor-day

 

            A two story market.

            https://www.capitalspectator.com/a-two-story-market-ai-optimism-and-iran-fear-power-us-stocks/

 

            Why hasn’t the Market broken?

            https://talkmarkets.com/article/why-hasnt-it-broken-1788979078

 

    News on Stocks in Our Portfolios

 

 

 

What I am reading today

 

           

 

 

Visit Investing for Survival’s website (http://investingforsurvival.com/home) to learn more about our Investment Strategy, Prices Disciplines and Subscriber Service.

 

 

 

The Morning Call--The coming problem in AI debt financing

 

The Morning Call

 

9/9/26

 

The Market

         

    Technical

 

            Tuesday in the charts.

https://www.zerohedge.com/markets/houthis-hammer-black-gold-bears-agi-hopes-lift-ai-stocks-bitcoin-bruised?gift=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJuaWQiOiIxMTI0MjcwIiwic2VuZGVyVWlkIjoiUUhnc3BaZVVFS2E3RHhXM216eFlKbjhaWEFoMiIsImlhdCI6MTc4ODg5OTMxOSwiZXhwIjoxNzkxNDkxMzE5LCJhdWQiOiJ6aC1naWZ0In0.ps-8QVN9vmCmtkjLn5AT3xtZ65y71Cesz1qEtuhsU7U

 

            Tuesday in the technical stats.

            https://www.barchart.com/stocks/momentum

            https://www.barchart.com/stocks/market-performance

            https://www.barchart.com/stocks/sectors/rankings

            https://www.barchart.com/stocks/signals/new-recommendations

 

            S&P starting its historic September pattern.

            https://talkmarkets.com/article/back-to-work-and-back-in-the-red-1788894354

           

            Support for gold.

            https://talkmarkets.com/article/look-beyond-rates-to-golds-long-term-support-1788889212

 

Wednesday morning setup: US equity futures are lower as oil continues its ascent, pushing Brent above $100 for the first time since July 24 and pushing 10Y yields to 4.81%. As of 8:15am, S&P futures are trading at session lows, down 0.5% and after erasing early gains, echoing a rally in Asian technology shares that lost momentum as the session progressed. Nasdaq futures are down 0.6% as Mag 7s trade mixed premarket: META +5% after saying early Muse AI usage has “blown way past our projections” with users engaging 10x more than its test cohorts, while AMZN -0.4%. The Treasury Department is expected to announce on Wednesday the size of the next day’s operation to repurchase outstanding 10-year to 20-year securities. Treasury 10-year yields trade above 4.81%, rising by 3bps. USD extended losses, trading near a 7 month low. The yen extends gains to trade near 153.30 per dollar, outperforming its G-10 peers. Treasury Secretary Scott Bessent challenged traders to test his resolve on boosting the Japanese currency. Hedge funds are betting the yen will strengthen beyond 150 by year-end. Commodities were mostly higher with WTI surging above $95 and Brent topping $100 (with Shanghai oil trading almost $10 higher) for the first time since July 24 after the US struck Iranian tankers near the Kharg Island export hub and in the Gulf of Oman. Tehran responded by firing missiles at Jordan and warning ships in the Persian Gulf. Precious metals and ags are all higher. US economic data slate includes weekly ADP employment change at 8:15am. Fed speaker slate is blank during Sept. 5-17 external communications blackout period around the Sept. 15-16 FOMC meeting.

 

    Fundamental

 

       Headlines

 

              The Economy

 

                        US

 

Weekly mortgage applications fell 2.7% while purchase applications were flat.

 

                        International

 

Q2 Japanese QoQ capital expenditures fell 0.9% versus consensus of -0.8%; Q2 QoQ private consumption was flat, in line; July YoY average earnings were up 4.7% versus consensus of +3.9%; August YoY machine tool orders rose 64.7% versus +43.0%.

 

August Chinese CPI was up 0.4% versus predictions of +0.3%; August YoY PPI was up 3.8% versus +3.7%.

 

                        Other

 

                          A closer look at the manufacturing ‘boom’.

                          https://www.realclearmarkets.com/articles/2026/09/08/a_loyal_dissent_on_the_us_manufacturing_boom_1204418.html

 

                          White House nowcasts versus everybody else.

                          https://econbrowser.com/archives/2026/09/the-blackest-black-box-mid-session-review-ever

 

                          A deep dive into Friday’s nonfarm payroll report.

                          https://www.advisorperspectives.com/dshort/updates/2026/09/04/recession-indicators-employment-august-2026

           

                        The economy is heating up; so are the headwinds.

                        https://www.capitalspectator.com/the-economy-appears-to-be-heating-up-so-are-the-headwinds/

 

                        Consumer credit balances hit new all-time high.

                        https://www.zerohedge.com/markets/consumer-credit-smashes-estimates-credit-card-debt-hits-new-all-time-high

 

            Iran

 

              Overnight news.

              https://www.zerohedge.com/commodities/brent-tops-100-gulf-conflict-escalates-ubs-warns-us-iran-ramp-remains-elusive

 

            Monetary Policy

           

              The case for no rate hike.

              https://scottgrannis.blogspot.com/2026/09/jobs-growth-update-modest-improvement.html

 

              Counterpoint.

              https://www.carsongroup.com/insights/blog/data-shows-the-economy-is-clearly-running-hot/

 

              The Fed’s credibility rests on resisting politics.

  https://www.bloomberg.com/opinion/articles/2026-09-08/fed-credibility-depends-on-resisting-politics-not-playing-it?utm_source=website&utm_medium=share&utm_campaign=copy

 

           

            Tariffs

 

              The liberation of the rest of the world from trade with the US.

              https://www.cato.org/sites/cato.org/files/2026-08/briefing-paper-205-update-2.pdf

 

            AI

 

              The extraordinary assumption behind AI.

  https://www.zerohedge.com/markets/extraordinary-assumption-behind-ai-trade?gift=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJuaWQiOiIxMTI0MjM0Iiwic2VuZGVyVWlkIjoiUUhnc3BaZVVFS2E3RHhXM216eFlKbjhaWEFoMiIsImlhdCI6MTc4ODkwMDI1MywiZXhwIjoxNzkxNDkyMjUzLCJhdWQiOiJ6aC1naWZ0In0.4N69Iz-qSdKj3BucNhL0ZIqlvsPVl-p4-vJ1Km7xxAQ

 

 

              The coming problem in AI debt financing.

  https://www.zerohedge.com/markets/goldman-credit-desk-sees-eye-hurricane-ai-debt-issuance-then-all-hell-breaks-loose?gift=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJuaWQiOiIxMTI0MzMwIiwic2VuZGVyVWlkIjoiUUhnc3BaZVVFS2E3RHhXM216eFlKbjhaWEFoMiIsImlhdCI6MTc4ODk1ODUyMywiZXhwIjoxNzkxNTUwNTIzLCJhdWQiOiJ6aC1naWZ0In0.djAMdJu71fopO0pFFuXpxCkn8DXOBcHOUPIhrckKHNk

 

 

     Investing

 

            The changing stock/bond relationship.

            https://www.axios.com/2026/09/04/stocks-bonds-yields-correlation

 

            The latest from John Hussman.

            https://www.advisorperspectives.com/commentaries/2026/09/08/road-up-road-down-same-road

 

            What could bring stocks down?

                        https://www.nytimes.com/2026/09/08/business/stock-market-interest-rates.html?unlocked_article_code=1._lA.RqfY.bIVL8WDYwSPx&smid=url-share

 

            Looking ahead to third quarter earnings.

            https://talkmarkets.com/article/looking-ahead-to-the-q3-earnings-season-what-to-expect-1788583751

 

            Global bond yields reflect inflationary concerns.

            https://talkmarkets.com/article/global-bond-yields-fret-inflation-deficits-1788426577

 

            More investing myths dismantled.

            https://www.zerohedge.com/markets/more-investing-myths-dismantled

 

    News on Stocks in Our Portfolios

 

 

 

What I am reading today

 

            In praise of Rick Santelli.

            (3) Thank You Rick Santelli, You Fucking Legend

 

 

Visit Investing for Survival’s website (http://investingforsurvival.com/home) to learn more about our Investment Strategy, Prices Disciplines and Subscriber Service.