“Singles Day”, Big Beer, Crude Oil, and more…

This week, we’re starting and ending with China as there was some big retail news there and a development that may warrant a short-term “volatility alert”… “Singles Day” Underscores China’s Resilience – for all the headlines warning of a weakening China, its retail sector proved otherwise on Wednesday. For China, “Singles Day” has turned into […]

Hedge Funds Underperforming, Ferrari Goes Public, Alphabet (Google) Powers Ahead and more…

Hedge Funds Continue to Underperform – in Q3, hedge funds suffered their largest quarterly loss in assets since 2008 – a reminder that even hedge funds are not immune to downside volatility. According to Hedge Fund Research, the average fund lost 3.9% in the third quarter, driven by volatility in the equities markets and sliding commodities. The […]

U.S. Jobs Report, Massive Trade Deal with Asia, Twitter News, and more…

  Mixed Feelings About the U.S. Jobs Report – late last week, the U.S. monthly jobs report disappointed many investors and analysts with the economy adding just 142,000 jobs in September – or about 60,000 fewer than expected. Regardless, the unemployment rate remains at 5.1%, which is fairly close to ideal when it comes to Federal Reserve policy […]

Xi Jinping’s Visit, Microsoft’s China Connection, Volkswagen Woes, and More

  Xi Jinping’s U.S. Visit Overshadowed by the Pope – the pontiff grabbed all the attention this week in his first visit to the United States.  Pope Francis’ candid and often politically charged views provoke thought and unsettle politicians across the spectrum, which might be a good thing. But, perhaps the more impactful visit was made by […]