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Lisa M Jones’ Q4 Stock Picks: NVIDIA Corporation, Micron Technology, Inc., And Apple Inc.

Lisa M Jones’ Q4 Stock Picks: NVIDIA Corporation, Micron Technology, Inc., And Apple Inc.

Hedge fund manager Lisa M Jones is the CEO and President of the $28.42 billion Pioneer Investment Management fund. In Q4 she demonstrated a bullish attitude towards NVIDIA Corporation (NVDA) and Apple Inc.(AAPL), but 13F forms filed with the SEC reveal that she slashed the fund’s shares in semiconductor Micron Technology, Inc. (MU). Jones is ranked #63 […]
USD/CAD Momentum Takes A Pause Despite Hawkish Outlook

USD/CAD Momentum Takes A Pause Despite Hawkish Outlook

With the US Bureau of Labor Statistics on deck later this week for upcoming nonfarm payrolls, only one obstacle still remains in the Federal Reserve’s way when it comes to adjusting rates at the upcoming FOMC Meeting. In keeping with the Federal Reserve’s dual mandate, the Central Bank targets maximum employment alongside medium-term inflation of […]
The Next Domino To Fall: Commercial Real Estate

The Next Domino To Fall: Commercial Real Estate

Just as generals prepare to fight the last war, central banks prepare to battle the last financial crisis–which in the present context means a big-bank liquidity meltdown like the one that nearly toppled thr global financial system in 2008-09. Planning to win the next war by assuming it will be a copy of the last […]
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                        Hartstreet LLC: Possible Acquisitions In The Permian

E Hartstreet LLC: Possible Acquisitions In The Permian

Concho recently stated there was little acreage in the Permian to acquire at a reasonable price.  This shows that operators are focusing on the area, due to very good well results and a stacked payzone.  We believe consolidation will continue.  The upcoming driving season may push Permian operator valuations higher, and this could also increase […]
Above The 40 – SNAP To Reality

Above The 40 – SNAP To Reality

AT40 = 52.7% of stocks are trading above their respective 40-day moving averages (DMAs)AT200 = 65.2% of stocks are trading above their respective 200DMAsVIX = 11.2 (volatility index)Short-term Trading Call: neutral Commentary Here we go again. Divergence is rearing its head again and bringing a dose of reality to the setup for the S&P 500 (SPY). The index […]
The Inflation/Deflation Barometer

The Inflation/Deflation Barometer

One of the biggest questions investors have is what type of environment are stocks and the economy in, deflation or inflation? Knowing the answer to that question can give you a heads up on what different sectors to invest in and what sectors to stay away from. I would like to update some of the […]
Gold Bulls Will Face Headwinds For The Rest Of 2017 – Here’s Why

Gold Bulls Will Face Headwinds For The Rest Of 2017 – Here’s Why

Our two leading scenarios for the U.S. Dollar Index (see charts below)…[indicate that] it makes sense for gold bulls to temper expectations. Why? Because both scenarios favor a Dollar advance that would hinder any gold rally… Written by TradingOnTheMark.com When the Dollar Index broke out of its consolidation pattern in 2014, it strengthened the case […]
Gold Prices Pull Back Toward February Low On Fed Hopes

Gold Prices Pull Back Toward February Low On Fed Hopes

Crude oil prices remain trapped in the consolidation of 2017 that followed the dramatic rise over the majority of 2016 after falling as low as $26/bbl in February. On Monday, the fundamentals of the Oil market received a favorable surprise when Iraq noted that OPEC would most likely need to extend output cuts, which have recently seen a 90%+ […]
US Cash Deficit February 2017

US Cash Deficit February 2017

The US Cash Deficit for February 2017 came in at $219B wiping out January’s small surplus and bringing the YTD cash deficit through 2 months to $186B.   Revenue: Revenue was down 9B from last year which in itself isn’t surprising given that last February had an extra day and favorable timing. What is surprising […]
Adjusting Withholding Saved 44% Of The Tax Bill

Adjusting Withholding Saved 44% Of The Tax Bill

Adjusting withholding can sometimes produce a surprise. While preparing a client’s tax return the other day, the result was that he had nearly a $5,000 refund coming. Often when we have a large refund coming we think “Nice! It’s like an unexpected gift!” But as you’ll see below, this is not a gift – it’s […]