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Archives by Year:
Proof That A Major Bull Market Is Coming
There is life in the junior mining space. I don’t mean that shares are rocketing higher (yet). What I mean is that there is money coming back in. Companies can raise long-awaited and much-needed cash. What I see right now, as I write this from the Mining & Investment Latin America Summit in Lima, Peru, […]
Hyperinflation Chronicles: Einstein’s Scribble, Newman’s Watch, And Dot-Blockchain
When governments create insane amounts of money, the recipients of that money tend to behave accordingly. Consider: Einstein scribbled his theory of happiness in place of a tip. It just sold for more than $1 million. (Washington Post) – He is known as one of the great minds in 20th-century science. But this week, Albert […]
Celgene: Growth At A Reasonable Price Even On Revised Guidance
This article is an update to my original article on Celgene published on June 22, 2017.Celgene reported their financial results yesterday October 26, 2017, and although the quarter was good, lowered guidance crushed the stock price. In my opinion, some of the sag in price was justified, but for the most part an overreaction. Celgene is still […]
Is The CVS Health/Aetna Proposal Really Just About Amazon?
Financial journalists seem to have a pretty simple playbook these days. Most any retail-related corporate development is a direct result of Amazon (AMZN). Plain and simple. No questions asked. Last night it was reported that CVS Health (CVS) has made a bid for health insurer Aetna (AET). Immediately the media closed the book on the strategic rationale for the […]
Why Bitcoin Should Be In Your Retirement Portfolio
People think you should buy bitcoin because the price might go up. But the real reason you should own bitcoin – especially in your retirement portfolio – is that it’s a bet on a monetary revolution. Crypto assets are all about cutting out the banks, middlemen, financiers and academics who control our current monetary system. The monetary […]
Tech Stocks Outperform Most Since 2009, Add Massive $180 Billion Market Cap
The Nasdaq is dramatically outperforming the rest of the major US equity indices today… In fact this this is the biggest Nasdaq outperformance of the S&P since May 2009… “We saw some weakness in the stocks of tech megacaps recently, not so much because of a concern about mediocre earnings but rather because a concern […]
AbbVie (ABBV) Q3 Earnings Top, Revenues In Line, View Up
AbbVie Inc. (ABBV – Free Report) reported mixed results in the third quarter of 2017. The company surpassed earnings estimates, while posted in-line revenues during the period. Importantly, the company raised its long-term sales expectations of its blockbuster rheumatoid arthritis drug Humira, despite rising competition in the market. In response, shares nudged up almost 2% in pre-market trading. […]
CVS Said To Bid Over $66B To Buy Aetna As Amazon Threat Looms
Shares of Aetna (AET) are in focus in morning trading after CVS Health (CVS) reportedly made a more than $66B offer for the insurer, according to The Wall Street Journal. The report said the two sides have been in discussions about a deal for at least two months. The Aetna/CVS rumors are heating up amid […]
EC The Big Macro Play Ahead
We are about major macro turning points above all else. Of course, it is often years between these turning points or points of significant change so we are also about the here and now, and managing the trends, Old Turkey style.* Since we are all learning all the time, I have no problem admitting to […]
Technology Sector Weighting Explodes Higher
The S&P 500 Technology sector is up huge today, rallying 2.6% on a day when the S&P 500 as a whole is only marginally higher. As shown below, the sector has moved up into the stratosphere compared to its normal trading range. At this point in time, the sector is trading 3 standard deviations above […]
