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Archives by Year:
Good Fishing: Retail Apparel
Retail. Is. Alive. Those who read me, know how bullish I have been the past few months in the Retail space – not just on oversold retail Apparel, Big Box and Automotive plays but extremely oversold apparel accessory plays: LB, ANF, URBN, GES, GPS, AEO. Most recently I even initiated swing longs in M and JWN, […]
Dollar Dives To 6-Week Lows As Fed Fears Market ‘Partying Like It’s 1999’
1999-like parties are breaking out everywhere across financial markets… Video length: 00:03:45 First things first, US Financials Conditions are partying like its way easier than 1999… The Philly Semiconductor index is partying like its 1999… But what happens next? Meltup time? S&P 500 Valuations are partying like its 1999… The spread between German and US bond […]
Stocks Mixed In Subdued Action Ahead Of Thanksgiving
U.S. stocks were mostly lower, though the Nasdaq was able to tick higher with volume subdued ahead of the Thanksgiving break. In equity action, a flood of mixed earnings reports were highlighted by Deere & Co, while in economic news, a drop in durable goods orders was met with upward revisions to the prior month’s […]
Thanksgiving Travel To Be Highest In 12 Years: 5 Picks
More Americans will hit the roads or take to the skies this Thanksgiving weekend, a number that would surpass the levels of the past 12 years. Traveling by car, train or plane is in the cards, courtesy of an uptick in personal income and steady wage growth. Upbeat consumer confidence and a healthier economy are […]
Market Talk – Wednesday, November 22
Another solid day for Asia with many talking that the key takeaway was the Hang Seng clearing the 30k mark, the first time in 10 years. It even managed a close above this psychological level adding another 0.6% to the 36% already achieved this year. The Nikkei also added 0.5% an impressive performance given that […]
Recent Investment November 2017
It has been a while since my last investment but as I said a couple of days ago I will do one more investment in 2017. I purchased 45 units of the following ETF iShares Dow Jones Asia Pacific Select Dividend 30 UCITS. The ETF shows an index composed of 30 stocks with leading dividend yields […]
The Best Long-Term Indicator You Never Looked At
Investors devote countless hours searching for stock market indicators. They analyze earnings, dividends, momentum and esoteric theories looking for the ultimate tool. They rarely consider demographics, but that’s one of the most important long-term indicators. Demographic data is a detailed look at a population. It breaks a large group into small units. Advertisers use demographic data […]
Stocks And Precious Metals Charts – Thankfulness
The Fed minutes noted that inflation remains persistently subdued. No surprise there, since top down stimulus to my knowledge has never worked, and is certainly not doing anything now except distorting the economy and straining the social fabric. So lets pass a massive tax cut that favors, to a remarkable degree, the already wealthy. Peak […]
Recapping The Fed Minutes And An Update On Oil
Chris Temple joined me after the Fed minutes were released to recap some of the points that he noted. We discuss the ongoing inflation debate within the Fed and the changing of the guard with a number of seat switching next year. We also look at the oil price which continues to move up ahead […]
