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Archives by Year:
Gundlach Calls For “Massive Rally In Commodities”
“Every time you get late-cycle going into the front-end of a recession, you have a massive rally in commodities.” “Inflation is Inflationary” Steve Blumenthal, CIO and Executive Chairman of CMG Capital Management took notes at John Mauldin’s 2018 economic conference. He presented his notes in Jeffrey Gundlach, “Inflation is Inflationary”. Blumenthal’s opening snip caught my attention. […]
AR/VR Startups Raise Record $3.6 Billion In Last 12 Months As Market Transition Accelerates
AR/VR startups raised a record over $3.6 billion from VCs and corporates in the last 12 months to the end of Q1 2018. Over three-quarters of a billion dollars was invested in the first 3 months of this year alone. A fundamental transition in the fundraising market towards AR from VR, as well as the […]
Nasdaq Tumbles Into Red For 2018
Well that re-escalated quickly… All major US equity indices are now negative for the year…
5 Broker-Friendly Stocks To Fight Ongoing Market Uncertainty
The possibility of a trade war brewing between the United States and China — the world’s two biggest economies — threw 11 S&P 500 sectors into correction territory (decline of at least 10% from the latest peak) late last month. The trigger was the executive memorandum signed by President Trump to impose tariffs on up […]
Picking Tops And Bottoms
ETH/USD I want to use Ethereum to make a couple of points. If I were to add up the composite results of every trade I have made over the years that were not confirmed by a simple moving average, the figure would be negative – a big negative. By contrast, most of my large gains […]
Understanding The Latest International Reserve Figures
At the end of every quarter, the IMF publishes the most authoritative reserve data with a three-month lag. On Good Friday, the IMF published Q4 17 reserve holdings. A recent article on Bloomberg played up an economist’s forecast that euro reserves would increase by $500 bln over the next couple of years. A review of the […]
Manufacturing And Jobs Data Set To Dominate The Markets
This week marks the beginning of the second quarter of the year. Looking back, this year is turning out to be a very interesting one indeed. The year started after Donald Trump signed the sweeping tax reform package that slashed corporate and individual taxes. Investors were optimistic that the president would continue with the business-friendly […]
ISM Manufacturing Index: Business Conditions Grew Slowly In March
Today the Institute for Supply Management published its monthly Manufacturing Report for February. The latest headline Purchasing Managers Index (PMI) was 59.3 percent, a decrease of 1.5 percent from 60.8 the previous month. Today’s headline number was below the Investing.com forecast of 60.1 percent. Here is the key analysis from the report: The report was issued today by Timothy […]
April And Q2 Seasonals
March was a roller-coaster month for the markets. Sentiment and themes flipped repeatedly, especially with flows dominating the final days of the month as the end of quarter loomed. The British pound was the top performer of the month, while the Swiss franc and Australian dollar lagged. In the quarter, the Japanese yen led the way, […]
Is The Ballooning Debt Really Inflationary?
Last week, Kevin Muir wrote a very interesting piece on debt and whether it is inflationary or deflationary. To wit: “One of the greatest debates within the financial community centers around debt and its effect on inflation and economic prosperity. The common narrative is that government deficits (and the ensuing debt) are bad. It steals from future […]
