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After Early Selling, Another Range-Bound Gas Week

After Early Selling, Another Range-Bound Gas Week

After a gap up in natural gas prices Sunday evening, natural gas bulls quickly found themselves in trouble as prices sold off through the day on Monday following signs production had returned to record highs. Selling continued into Tuesday, though long-range heat helped prices bounce Wednesday before bearish EIA data yesterday pulled prices back from […]
Crude Crescendo Helps Dow Beat Longest Losing Streak In 40 Years

Crude Crescendo Helps Dow Beat Longest Losing Streak In 40 Years

If you own Netflix alone in your portfolio – everything is awesome in the world – if you own anything else, not so much… Video length: 00:00:12 Spot the odd one out…Nasdaq (green) vs World Stocks ex-US, the UST yield curve, EM FX, SIFIs, and Global Macro data… China was ugly this week… Emerging Markets […]
FV
                        Why Retail ETFs Are Rising This Year

FV Why Retail ETFs Are Rising This Year

Video Length: 00:08:18 Retail stocks are rallying this year after many years of underperformance. The S&P Retail Select Industry Index (TR) has gained almost 13% this year, significantly outpacing the S&P 500 Index (TR), which is up just about 4%. Retail sales for May saw their highest monthly rise in six months. With tax cuts, […]
Greece Economic Crisis Declared Over: It Isn’t

Greece Economic Crisis Declared Over: It Isn’t

Mainstream media is all aglow over the alleged end of the Greek economic crisis. Mainstream media is wrong. RTE says Greece Crisis Declared ‘Over’ as Eurozone Agrees on Debt Relief The BBC says Greece Hails ‘Historic’ Debt Relief Deal The Financial Times says EU Commissioner Calls End to Greek Crisis Can-Kicking Deal This was another can-kicking announcement according […]
Global Car Stocks Crash With Tariffs Expected To Take A Toll

Global Car Stocks Crash With Tariffs Expected To Take A Toll

Daimler’s Earnings Warning Spurs Casualties Escalating trade-related battles between the U.S., its allies, and China have been spurring jitters in the global financial markets, with equity indices generally in the red Thursday amid worries in the auto industry. German car manufacturer Daimler AG (DMLRY), for example, warned late on Wednesday it will incur “significantly” lower […]
Crude Oil Forecast: Rising Trade War Tensions To Keep A Lid On Oil Price Gains

Crude Oil Forecast: Rising Trade War Tensions To Keep A Lid On Oil Price Gains

OPEC AGREE ON PRODUCTION HIKE OPEC agreed to increase output by 1mln bpd to reduce ‘over-compliance’ with the current output agreement. Subsequently, WTI and Brent crude futures rose with the latter briefly above $75/bbl, given that markets had feared that OPEC would agree a larger production, while the 1mln bpd increase will likely represent a real […]
Portfolio Update – Adding General Mills

Portfolio Update – Adding General Mills

With three weeks of June in the rear view mirror it is time, once again, to highlight my recent stock purchase. As market volatility remains the flavor of the day we are being presented with some pretty good buying opportunities if you can stomach these wild swings. Of course, if you have a long term […]
Cheap Gold Stocks Basing 2

Cheap Gold Stocks Basing 2

The gold miners’ stocks are drifting listlessly in the summer doldrums, largely forgotten by investors and speculators. They are missing a fantastic opportunity to buy low in this barren sentiment wasteland when no one else wants to. The gold stocks remain exceedingly cheap relative to the metal which drives their profits, and they continue to […]
Is The U.S. In A Trade War Or A Trade Skirmish?

Is The U.S. In A Trade War Or A Trade Skirmish?

Rising trade tensions test markets   Broadly speaking, markets were down the week of June 18 when compared to the week of June 11, Ristuben said—with the S&P 500® Index off a little less than 1%, the Euro STOXX 600® Index down roughly 1% and the MSCI Emerging Markets Index off about 3% (as of mid-day […]