Kurt Kallaus | TalkMarkets | Page 11
President of Exec Spec LLC; Director at Sunnen
Contributor's Links: EXECSPEC
Kurt Kallaus is the author of Exec Spec and the KDelta trading model for stocks and all commodity futures. In the 1980’s, with a business degree and having worked in manufacturing, Kurt Kallaus engaged with a private Investment Partnership specializing in commodities and stock indexes. He ...more

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China’s Tofu Tariff Tantrum
China is the largest consumer of bean curd on the planet, accounting for 60% of global Soybean trade and will find it hard to avoid US crops.
Pending Market Boom Held Hostage By Trade War Risk
The relentless 14 month rally in global stock markets that peaked in January 2018 has been followed by a 13% correction over the past three months that will remain static to lower until the trade tantrum on tariffs is resolved.
Teens Trade Summer Income For Better Future
It’s interesting that Teen employment rates have declined dramatically over the past 2 decades. Some lament the disproportionate decline of working teens, assuming that part-time wages are too low or that more entry level jobs are being automated.
M&A Cash To Splash Supports Stocks
Adding to the positive backdrop in this economic expansion is the massive sideline liquidity in search of corporate assets as well as shares of stock.
The Economic Pause That Refreshes
Economic data in the US and abroad slowed in March. We believe this is the pause that refreshes.
Stock Fears Over Margin Debt Hype
Much like mortgage debt is to home prices, equity investor margin debt is to stock prices.
Stocks Dive On Trade War Gamesmanship
It’s clear that Trump expects a negotiated outcome avoiding all-out Trade War with the end game of a strong economy as measured by jobs, GDP and the stock market.
Building Boom Before Infrastructure Bill
The private sector profit motive has spurred a wave of building that benefits infrastructure on the micro level and to some extent in surrounding areas.
BLS 95 Million Unemployed
The Bureau Labor Statistics (BLS) states clearly that 95 Million people in the US are not in the labor force!
Business Climate Heats Up While Trump Dares Trade War
The larger service economy recovered years ago and remains strong, while the manufacturing world has only confirmed exceptional expansion rates over the the past year.
Rally Pause When Earnings Season Ends?
Markets tend to climb a ‘Wall of Worry’ and thus far the double digit flash correction has not had time to build up the normal ‘Fear Factor’ needed to scare cash onto the sidelines.
Gig Economy Is Up
There is plenty of optimism for small business and entrepreneurs in this growing Gig economy. With 42% of small business using contract labor, it’s cheaper and more flexible to add workers.
Stocks Like Higher Yields And Lower Volatility
Stocks fell sharply on inflation concerns in early February, but the speed of the 10% correction and impressive 2,000 point bounce back have left investor psychology and their risk exposure unfazed.
Amazon Shrugs
If there was one horse to bet on this past year and since the Bull market in stocks began in 2009, Amazon would have to be a leading contender. With the current flash crash market correction paralyzing investors, Amazon has merely shrugged.
Wage Inflation Panics Stock Market
The February market meltdown that began with Wage inflation fears has been usurped by automated computer program stop loss selling that has spread around the globe.
US Dollar Importance Is Fake News
Currently, the falling Dollar is not only showing up as better US exports (& imports), but better exports from all countries around the world where their currencies are rising against the Dollar.
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