Archives by Month:

Archives by Year:

Natural Gas Is Rallying … But Don’t Buy It Yet

Natural Gas Is Rallying … But Don’t Buy It Yet

Just when we thought we escaped the blistering cold weather in North Carolina by heading back to Florida last weekend, the warmth didn’t last long. On Wednesday and Thursday, the temperature had fallen below 40 degrees for both days. This is a stark contrast to the 80-degree day we had for New Year’s when we […]
The Most Volatile Stocks On Earnings – Friday, Jan 5

The Most Volatile Stocks On Earnings – Friday, Jan 5

The Q4 2017 earnings reporting period starts up next week, and as we do prior to every earnings season, in this post we provide lists of the stocks that have historically been the most volatile on their earnings reaction days. If you follow markets at all, you know that stocks see their biggest price moves […]
Bank Of America: “It Ain’t Over”

Bank Of America: “It Ain’t Over”

Last summer, BofA’s Michael Hartnett was predicting a grizzly death to the most surreal stock market rally in history, expecting a violent tumble some time in the late fall, early winter. That did not happen, as the market – no longer a discounting mechanism but merely a manifestation of how much money retail investors dump into ETFs […]
A Record Fall Crush & Strong Exports Counter A Record US Crop

A Record Fall Crush & Strong Exports Counter A Record US Crop

Market Analysis This year’s record US soybean crop has found record domestic crush and solid overseas demand during the 1st quarter of the crop year. This year’s La Nina conditions in the Pacific Ocean helped delay soybean plant-ings in N. Brazil earlier this fall and prompted heat and dryness bouts across Argentina during its planting […]
Markets: Let The Paramedics Sort Them Out

Markets: Let The Paramedics Sort Them Out

So, Bitcoin is soaring and very few people understand how this will all end and whether these cryptocurrencies will even be viable economic variables. We’re in that early part of a mania when there is a very serious risk that the price of the asset is disconnected from its actual utility. I call this a […]
E
                                                
                        Applied Materials: Doing Great

E Applied Materials: Doing Great

Applied Materials (AMAT) has been doing great over the past several years. Why is that? Video Length: 00:04:34
Natural Gas Got Bomb Cyclone In The New Year

Natural Gas Got Bomb Cyclone In The New Year

Natural gas is the dog that got its day in the New Year trading at $175/MMBtu spot in New York. Less than a month ago, Gas Exporting Countries Forum expected lower natural gas prices“over the next two decades” due to a surge in supplies from unconventional sources supplies from unconventional. With the sever winter storm hitting […]
GDPNow Dives Following Jobs, ISM Report: Little Reaction In Nowcast

GDPNow Dives Following Jobs, ISM Report: Little Reaction In Nowcast

A volatility difference between the GDP models is again in play. GDPNow declined 0.5 PP to 2.7% while Nowcast rose 0.1. The Atlanta Fed GDPNow Forecast for fourth-quarter GDP took a half-percentage-point dive following today’s economic reports. GDPNow Forecast: 2.7% – January 5, 2018 The GDPNow model forecast for real GDP growth (seasonally adjusted annual rate) in […]
7 Stocks To Watch After Jeff Sessions Puts The Cannabis Industry On Notice

7 Stocks To Watch After Jeff Sessions Puts The Cannabis Industry On Notice

TM editors’ note: This article discusses a penny stock and/or microcap. Such stocks are easily manipulated; do your own careful due diligence. United States Attorney General Jeff Sessions put the legal marijuana industry on notice after saying that he would rescind a policy that protected marijuana businesses in states where it is legal. While this […]
The Big Four Economic Indicators: December Nonfarm Employment

The Big Four Economic Indicators: December Nonfarm Employment

Note: This commentary has been updated to include this morning’s release of Nonfarm Employment for December. Official recession calls are the responsibility of the NBER Business Cycle Dating Committee, which is understandably vague about the specific indicators on which they base their decisions. This committee statement is about as close as they get to identifying their method. There […]