{"id":36653,"date":"2016-06-01T03:07:00","date_gmt":"2016-06-01T07:07:00","guid":{"rendered":"http:\/\/www.thedisciplinedinvestor.com\/blog\/?p=36653"},"modified":"2016-09-20T20:26:29","modified_gmt":"2016-09-21T00:26:29","slug":"dhunplugged-315-a-short-but-memorable-week","status":"publish","type":"post","link":"https:\/\/thedisciplinedinvestor.com\/blog\/2016\/06\/01\/dhunplugged-315-a-short-but-memorable-week\/","title":{"rendered":"DHUnplugged #315: A Short But Memorable Week"},"content":{"rendered":"

The Fed Chair, Janet Yellen seemed to have given the go-ahead for a rate hike as early as the June meeting. Maybe yes, maybe no. But most probably a trial balloon that will float and then bust by the time the meeting rolls around. \"dhmemorialday\"<\/a><\/p>\n

It is a shortened trading week for U.S. markets are equity markets are closed in observance of Memorial Day. However, that does not mean we will not see the \u201call important\u201d\u009d employment report this Friday expectations have dropped a bit what do we think? Listen in as we take a look at what was and what will be for the markets.<\/p>\n

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Click HERE for Show Notes and Links<\/div>\n
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Last week was a good week for markets ahead of some key reports and a holiday shortened trading week. DJIA up 2%, NASDAQ up 3.4%! Some better then expected economic reports, a more hawkish Fed. But could it be that the move to postpone any Greek debt write-downs for a few years AND postpone the tax hike in Japan was more beneficial to markets? Or maybe oil hitting $50 for the first time since November 2015.<\/p>\n

DJIA up for 4 months in a row first time since 2014!<\/p>\n

Trial balloons by Fed and government thoughts on that as a method of molding markets.<\/p>\n

Crawfish Boil and BBQ last weekend at Andrew\u2018s house Pix:<\/p>\n

Crawfish Party 1<\/strong><\/span><\/a><\/span><\/p>\n

Crawfish Party 2<\/strong><\/span><\/a><\/span><\/p>\n

Even with the uneven housing recovery, there has been some slow, but steady improvement and last week we saw some really good reports:<\/p>\n

A 16.6% jump in new home sales in April, putting them at an 8-year peak.
\n Housing contract activity surged 5.1% last month, according to the National Association of Realtors, reaching a level unseen since February 2006<\/p>\n

GDP 2nd estimate of the 1st Quarter 2016 activity was revised up (we see this many times that revisions are often to the upside). Still sluggish at 0.80% versus the estimate of 0.50% on an annualized basis.
\n Some important takeaways from the GDP Report:
\n Net exports continue to slide to the lowest levels in years and years
\n Personal consumption is not picking up which could explain some of the retail sales weakness
\n The upward revision had a good bit to do with the change in private inventories<\/p>\n

Barron\u2018s cover-page this week contrary-indicator or?<\/p>\n

Barron\u2018s Cover<\/strong><\/span><\/a><\/span><\/p>\n

Hackers infiltrated Time Inc.\u2018s Myspace social network and published user data on an online forum shortly before Memorial Day weekend, the company said Tuesday. The data stolen includes e-mail addresses, user names and passwords for accounts created prior to June 11, 2013<\/strong> on the old Myspace platform, according to a statement. The breach doesn\u2018t affect any Time Inc. information or financial data, the New York-based publisher said.
\n Why is the \u201cold\u201d\u009d platform still active and accessible?
\n Why is any MySpace platform still active? \u00a0 Has anyone seen this lately? What is the purpose > www.myspace.com<\/a><\/strong><\/p>\n

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\"dh_CTP\"<\/a>ANNOUNCING THE WINNERS of the<\/strong>
\nDHUnplugged Closest to the Pin Contest<\/a> for Intel (INTC)<\/em><\/a><\/span> <\/strong><\/h4>\n

Currently CTP = Fitbit (FIT)<\/a><\/em><\/span><\/p>\n

\"DH_CTP_INTC\"<\/a><\/p>\n

Winners will be getting great stuff like the new DHUnplugged Shirts (Designed by Jimbo)\"dh_CTP2\"<\/a><\/strong>DHU\u2018s Official Model Vivi Jugo<\/em><\/p>\n

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UPDATE<\/strong><\/span> NEW ETF Global X Millennials Thematic ETF Challenge!<\/p>\n

The top holdings of Global X Millennials Thematic ETF (MILN) include stocks many investors would expect, such as Facebook<\/strong>, LinkedIn<\/strong> and Amazon<\/strong>, which take advantage of the tech tendencies of millennials. But some names might be more surprising like real estate investment trusts AvalonBay Communities<\/strong> and Equity Residential<\/strong>, and Home Depot<\/strong>, which could benefit from millennials moving out of the home of their parents.<\/p>\n

We are creating the DH Old Codger Index Portfolio<\/strong><\/span><\/a> to compete against this new ETF to see how \u201cold school\u201d\u009d stocks do in comparison. Companies in our index will include:<\/p>\n