Dock Treece

Dock Treece

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Episodes

February 25, 2020 8 min

Stocks were down over 1000 points yesterday but that was only 3.5%. A far cry from the 22% the DOW lost in one day in 1987. Interest rates dropped as investors moved to safety.
Buffett and Suze Orman both say don't sell. But buffet also says: "There is a gem in Buffett’s annual letter, which was released over the weekend, that nobody is talking about. He writes: “Anything can happen to stock prices tomorrow. Occasional...
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February 24, 2020 8 min

Monday, stocks were down Friday and this week is starting out wild. Coronavirus is starting to impact businesses and investors.
The rush to defensive (safe) investments is driving the dollar, US government bonds and gold higher.
Buffet (Berkshire Hathaway) shareholder meeting was Saturday. Mr. Buffet spent most of his time explaining why B/H under preformed last year. His large cash position explains a lot.

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February 21, 2020 8 min

Friday, stocks dropped yesterday giving back all of Wednesday's gains.
The yield curve has inverted, again.
Gold is up again, it reaches the highest price since 2012.
Piilly Fed manufacturing survey surged. (Article attached)
This weekend is Buffet's annual shareholder meeting. Let's see what he has to say.

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February 20, 2020 9 min

Thursday, stocks were up slightly yesterday.
Two more companies have their debt downgraded to junk.
Argentina is on the verge of defaulting on their debt, again.
The dollar is on the rise and Trump has become quiet about the dollar strength.
And last but not least lake levels or on the rise.

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February 19, 2020 9 min

Good news Wednesday, there is plenty of good news even though stocks were down yesterday.
I have several articles I am attaching but if you don't have time to read them I'll give you a summary at 6:35.
A quick rundown:
1) Alternative investments surged. Gold article attached has a surprise buried in the article about inflation and bonds.
2) Even the 'Economists' the bible of the global elite admi...
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February 18, 2020 10 min

Tuesday, markets were closed yesterday but the world keeps turning. Based on conversations I had yesterday some may have misinterpreted my opinion about the economic development around the airport. I'll explain.
Three institutions have or will file for bankruptcy. Never say never.
A quote from the attached article: " Wall Street has taken the crisis in stride with the Dow Jones industrial average still up about 3 ...
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February 17, 2020 11 min

Monday, today is a holiday for the markets in US and Canada. Friday stocks slipped slightly even though the news reports were good.
GM is pulling back from some international markets, can we read anything into their actions?
Japan's economy shrinks, that's becoming a common refrain for the international economy.
The attached article(s) bring one thing into clear focus, always question the data. The first arti...
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February 14, 2020 7 min

Friday, stocks slipped yesterday and futures are flat overnight.
Coronavirus is having an impact on just about everything: travel, manufacturing, oil, shipping, retail sales there is almost nothing that is not being effected.
An article in the Blade hints that corporate profits may be slowing.
Prediction were that Brexit would kill Britain's economy, especially exports. The numbers are in and British exports rose...
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February 13, 2020 9 min

Thursday, stocks rose yesterday. Who's afraid of a little coronavirus? That may have been an incorrect analysis. It now looks like the conspiracy theories may have not been so far off the mark.China changed the method used to count cases and the new method resulted in the number of cases jumping by 50%. I am attaching the link to John Hopkin's web site again this link tracks coronavirus cases.
The Chairman of the Feder...
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February 12, 2020 10 min

Good news Wednesday, stocks were down yesterday .49, no not 49 points. 49 one hundreds of one point.
Business news is slow but there is plenty of other news to keep us amused. The democrats are thinning the herd. The DOJ / Roger Stone fiasco blew up. The coronavirus is starting to hurt.
The good news is that an Old Fort, Ohio manufacturer is expanding and creating 60 new jobs. Thank you RGP for your help.

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February 11, 2020 9 min

Monday was another good day for stocks with most of the major indices hitting all time highs. According the attached article "buy-the-dip" is the default setting.
We have talked extensively about the Fed pumping money into the economy using the repo market. The correlation between the Fed adding money and the increase in stocks is astounding. However, correlation is not causation.
People start to dissect Trump'...
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February 10, 2020 9 min

Stocks slipped Friday but the employment report was a big and pleasant surprise.
Trump administration is out with their budget which will be dead on arrival when sent to the House of Representatives.
Crude oil drops below $50 per bbl. I expect gas will fall below $2 per gallon this week.
I had a chance to talk with one of the principals of Federal Aerospace Institute last week. I think this company has the potential ...
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February 7, 2020 9 min

stocks continued their rally on Thursday at a slower pace. First time jobless claims dropped, near a 50 year low.
According to a Gallup poll 90% of Americans are happy with their personal life. How will that impact the election?

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February 6, 2020 8 min

Thursday, stocks added to their run yesterday. When the desire to buy stocks is combined with the liquidity to do so explosive market moves can occur.
According to Gallup "Economic Optimism" is at a 44 year high.
Tesla had a set back yesterday did we see a peak in price or is this just a pause?
You may not believe this but according to the Bureau of Economic Analysis corporate profits peaked in 2014.

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February 5, 2020 9 min

Good news Wednesday, stocks and the economy deliver. Between the gains Monday and Tuesday the DOW regained almost all that was lost last Friday. Futures are surging and the credit is going to a potential treatment for coronavirus. The market rose on a potential China trade deal, now on may a virus treatment.
Tesla stock is still surging and you'll be shocked at how much Elon Musk has made since January 1st.

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February 4, 2020 7 min

Tuesday, stocks bounced back yesterday and futures are up this morning.
Coronavirus cases are still rising 17,000 yesterday to 20,000 today but deaths from coronavirus are no where near deaths from regular flu.
Iowa caucus is a disaster for democrats. A technology failure.
Manufacturing is bouncing back and the State of the Union speech tonight.

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February 3, 2020 7 min

It's Monday, Friday was a down day for stocks with the DOW losing 603 points (2%). As a percentage it was not a big deal.
Impeachment as a practical matter ended Friday. Now the blow back.
The Super Bowl indicator says 2020 will be a down year for stocks. The indicator has a lifetime accuracy of 75%, less for the past 2 decades.
The attached article shows how the virus is impacting China also linked is a John Hop...
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January 31, 2020 9 min

Yesterday was turnaround Thursday. The DOW was down until 3:15 but ended up 124 points by the close.
GDP came in up 2.1% for the fourth quarter and 2.3% for 2019. Not great but better than the recession we were told was a sure thing back in the summer.
Well this is the big weekend by Monday we will know: 1) the super bowl will tell us what the stock market will do this year. 2) if impeachment is over and the result, we al...
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January 30, 2020 8 min

Thursday, stocks were up yesterday until the Federal Reserve started talking at 2pm. From then until the market closed the DOW gave up most of its gains.
Mortgage applications soared and pending home sales were up year over year.
Warren Buffett says I'm outta here to the print media.
How much economic impact will the coronavirus have on US companies?

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January 30, 2020 9 min

Good news Wednesday and stocks come through. The economic reports were good yesterday. A complete run down at 6:35.
The attached article is a good lesson on be careful what you wish for or beware of politicians bearing gifts. It may not be the benefit you hope for.
"Kroger Co., the largest traditional U.S. grocery chain by revenue, plans to build as many as 20 largely automated warehouses through a partnership with th...
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