Published Market Analysis

S&P 500: Why 2450 Is Doable

S&P 500: Why 2450 Is Doable

As the S&P has surged, Treasury yields may be the barometer for any upcoming changes in the fundamentals since rising yields have been responsible for the current bull run in equities.  As the fundamentals drive S&P price action by breaking key levels, the charts show the S&P is still bullish and remains in a 16% […]

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Filed in Articles about the Markets, Equity Market Update, Market Analysis by on March 31, 2017 0 Comments • views: 2
Bank Of America: Here’s What’s Driving Earnings And The Stock

Bank Of America: Here’s What’s Driving Earnings And The Stock

Bank stocks like Bank of America have risen and fallen on the back of Treasury yields. However, this isn’t the first time Bank of America has surged as a result of the 10-year yield. Today’s market is eerily similar to that of 2012 to 2013. By analyzing the past and the present, we can see […]

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Filed in Articles about the Markets, Bank Stock Analysis by on March 28, 2017 0 Comments • views: 2
Citigroup: How The Bullish Move Might Play Out

Citigroup: How The Bullish Move Might Play Out

Citigroup Inc. is trading in a bullish channel that puts resistance at $64.50 (mid-term) and $67.80 for the top of the channel. Citigroup broke out of a 4.5% range and has traveled the length of that range. The next range is currently taking shape.

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Filed in Articles about the Markets, Bank Stock Analysis by on March 17, 2017 0 Comments • views: 3

Content Marketing: Newsletters, Special Reports, & Videos

Forward Contract Education Video

Forward Contract Education Video

Here’s the slideshow of the highlights from my latest Education Video for Forward Contracts.   The video utilizes the dollar-cost-averaging concept and combines it with hedging currency exchange rates.  However, this can be modified to accommodate educating clients about personal finance, how the financial markets function, and investment strategies; i.e. retirement 401Ks and IRAs.   […]

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Filed in Hedging Education Video by on June 18, 2016 • views: 545
Weekly FX Newsletter – from your Daily Updates

Weekly FX Newsletter – from your Daily Updates

Don’t have time to write a weekly newsletter?  Don’t worry.  You’ve already written it! Enclosed are 6 reasons you should be writing a weekly or monthly newsletter. Why not repurpose your daily FX updates and create a more in-depth weekly outlook that your business clients will look forward to?

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Filed in Gallery, Market Update, Repurpose Your Daily Updates into a Newsletter by on March 20, 2016 • views: 576
Currency Risk Analysis Report – Marketing Slipsheet

Currency Risk Analysis Report – Marketing Slipsheet

The currency exposure and risk analysis is a detailed report highlighting the risks associated with foreign currency exposure tailored to a specific company’s payment schedule. By utilizing risk analysis as a content marketing tool, Banks and FX providers can offer a tangible value-proposition to a prospective client and increase the odds of a face-to-face meeting. […]

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Landing Pages & Financial Blogs; Powerpoints & Charts

Content Marketing: Showcase Your Expertise With Blogs & Landing Pages

Content Marketing: Showcase Your Expertise With Blogs & Landing Pages

There’s an old writing adage: “Show, don’t tell.” To build brand awareness, showcase your team’s expertise

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Filed in Charts, Graphs & Powerpoint Slides by on May 25, 2017 0 Comments • views: 12
Landing Pages: Offering A Foreign Exchange Service To Generate New Business

Landing Pages: Offering A Foreign Exchange Service To Generate New Business

By creating a landing page, you can showcase a specific service to prospective clients. Check out my new Currency Market Risk Analysis landing page which offers a service and a fee structure. Landing pages and content marketing go hand-in-hand. Please contact me and we can tailor the subject matter in the landing page by industry or […]

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Filed in Charts, Graphs & Powerpoint Slides by on May 24, 2017 0 Comments • views: 9
Let Me Update Your Pitch-books:  AUD Hedging Strategy Example

Let Me Update Your Pitch-books: AUD Hedging Strategy Example

Here’s a sample pitch-book that I wrote for Huntington Bank Capital Markets. Let me create a library of powerpoint pitch-books that can be standardized for you and your team?  Here’s just a few of the services I offer: Create a powerpoint library revamped with new charts and market updates. Create a pitch-book for each currency […]

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Filed in Charts, Graphs & Powerpoint Slides, Gallery by on March 31, 2016 • views: 409

Marketing Sheets

Currency Risk Analysis Report – Marketing Slipsheet

Currency Risk Analysis Report – Marketing Slipsheet

The currency exposure and risk analysis is a detailed report highlighting the risks associated with foreign currency exposure tailored to a specific company’s payment schedule. By utilizing risk analysis as a content marketing tool, Banks and FX providers can offer a tangible value-proposition to a prospective client and increase the odds of a face-to-face meeting. […]

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Marketing Initiative Saved Thou$ands for College Study Abroad Programs

Marketing Initiative Saved Thou$ands for College Study Abroad Programs

Enclosed is a marketing slip-sheet for a bank sales campaign that I created in 2003 that targeted colleges who offer study abroad programs in Europe. This is a great example of an industry (or niche) marketing initiative to increase new clients.  And the best part is that we saved some schools thousands of dollars in […]

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Filed in Marketing & Sales Pieces, Uncategorized by on May 18, 2015 • views: 547
Hedging Strategy Marketing Sheet

Hedging Strategy Marketing Sheet

Here’s a marketing slipsheet for a variation of a range forward hedge.  I wrote it for a client back in 2003.  The idea of this one-pager was to help clients understand currency hedging derivatives, without a lot of jargon and without a long powerpoint presentation.

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Filed in Marketing & Sales Pieces, Uncategorized by on May 17, 2015 • views: 523

Other Recent Posts

Content Marketing: Showcase Your Expertise With Blogs & Landing Pages

Filed in Charts, Graphs & Powerpoint Slides by on May 25, 2017 0 Comments • views: 12
Content Marketing: Showcase Your Expertise With Blogs & Landing Pages

There’s an old writing adage: “Show, don’t tell.” To build brand awareness, showcase your team’s expertise

READ ON

Personal Finance: RI Governor Offers Two Years Of Free College

Filed in Market Analysis, Personal Finance Articles by on May 24, 2017 0 Comments • views: 16
Personal Finance: RI Governor Offers Two Years Of Free College

To build brand awareness, topical finance articles make great content marketing tools. This article was written for Rhode Island-based Independence Financial Partners who have been in business for over 100 years.

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Personal Finance: Student Loan Debt Crisis

Filed in Market Analysis, Personal Finance Articles by on May 24, 2017 • views: 12
Personal Finance: Student Loan Debt Crisis

To build brand awareness, topical finance articles make great content marketing tools. This article was written for Rhode Island-based Independence Financial Partners located who have been in business for over 100 years.

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Landing Pages: Offering A Foreign Exchange Service To Generate New Business

Filed in Charts, Graphs & Powerpoint Slides by on May 24, 2017 0 Comments • views: 9
Landing Pages: Offering A Foreign Exchange Service To Generate New Business

By creating a landing page, you can showcase a specific service to prospective clients. Check out my new Currency Market Risk Analysis landing page which offers a service and a fee structure. Landing pages and content marketing go hand-in-hand. Please contact me and we can tailor the subject matter in the landing page by industry or […]

READ ON

S&P 500: Why 2450 Is Doable

Filed in Articles about the Markets, Equity Market Update, Market Analysis by on March 31, 2017 0 Comments • views: 2
S&P 500: Why 2450 Is Doable

As the S&P has surged, Treasury yields may be the barometer for any upcoming changes in the fundamentals since rising yields have been responsible for the current bull run in equities.  As the fundamentals drive S&P price action by breaking key levels, the charts show the S&P is still bullish and remains in a 16% […]

READ ON

Most Read Articles: Comparing Bank Of America, Wells & JPMorgan

Filed in Bank Stock Analysis by on March 29, 2017 • views: 59
Most Read Articles: Comparing Bank Of America, Wells & JPMorgan

Comparing Bank of America, Wells Fargo, And JPMorgan

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Bank Of America: Here’s What’s Driving Earnings And The Stock

Filed in Articles about the Markets, Bank Stock Analysis by on March 28, 2017 0 Comments • views: 2
Bank Of America: Here’s What’s Driving Earnings And The Stock

Bank stocks like Bank of America have risen and fallen on the back of Treasury yields. However, this isn’t the first time Bank of America has surged as a result of the 10-year yield. Today’s market is eerily similar to that of 2012 to 2013. By analyzing the past and the present, we can see […]

READ ON

Citigroup: How The Bullish Move Might Play Out

Filed in Articles about the Markets, Bank Stock Analysis by on March 17, 2017 0 Comments • views: 3
Citigroup: How The Bullish Move Might Play Out

Citigroup Inc. is trading in a bullish channel that puts resistance at $64.50 (mid-term) and $67.80 for the top of the channel. Citigroup broke out of a 4.5% range and has traveled the length of that range. The next range is currently taking shape.

READ ON

The Economy: Why The Fed Should Not Hike Rates

Filed in Articles about the Markets, Economy by on March 14, 2017 0 Comments • views: 1
The Economy: Why The Fed Should Not Hike Rates

With the recent positive economic developments, the markets expect a rate hike from the Fed during their March meeting. However, U.S. growth is anemic with last year coming in below 2%, and growth is forecasted to be 1.3% this quarter. History has shown, the Fed has hiked rates with much higher economic growth. And U.S. […]

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Featured On MSN Money: Bank of America Corrections

Filed in Bank Stock Analysis by on March 10, 2017 • views: 85
Featured On MSN Money: Bank of America Corrections

Bank Of America: Historical Indicators Of A Correction

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