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International Equities At (Or Near) An Inflection Point

International Equities At (Or Near) An Inflection Point

We continue to believe that threats of potentially prolonged trade wars have served as an emergency brake to a stock market that has been pressing on the gas pedal to try and move forward with a growing global economy serving as a tailwind. As progress is reported with respect to trade negotiations, as we saw […]
Market Cap To GDP: Updated Look At The Buffett Valuation Indicator

Market Cap To GDP: Updated Look At The Buffett Valuation Indicator

Note: This update incorporates the latest Z.1 data release (Q1), the Q2 GDP Second Estimate, and the August close data. Market Cap to GDP is a long-term valuation indicator that has become popular in recent years, thanks to Warren Buffett. Back in 2001, he remarked in a Fortune Magazine interview that “it is probably the best single measure […]
Stocks For You To Swing-Trade: BABA, TRCO, CVS

Stocks For You To Swing-Trade: BABA, TRCO, CVS

Thursday’s Swing-Trades: Take a look at three trading ideas to prep you for the next trading session. Long CVS Health (CVS)   Long Tribune Media (TRCO) Short Alibaba (BABA)
5 Of Today’s Biggest Marijuana Stock Losers – Wednesday

5 Of Today’s Biggest Marijuana Stock Losers – Wednesday

Out of over 200+ marijuana stocks, here are just 5 of the biggest marijuana stock losers in trading on Wednesday, September 5th including CannTrust Holdings Inc. (TSX:TRST) (OTC:CNTTF) and more… CannTrust Holdings Inc. (TSX:TRST) (OTC:CNTTF) Shares of CannTrust Holdings Inc. dropped 6.25% on higher than average trading volume on the OTC markets, closing the day at $7.68764 USD per share. Today, CannTrust announced that it is […]
The Ultra-High Taxes Created By Trade Tariffs

The Ultra-High Taxes Created By Trade Tariffs

It’s really very simple. If someone is making a ton of money off of you, they are less inclined to blow you up. Profits are a great pacifier, and no one wants to destroy the people who have been buttering your bread. During the 1960s, the U.S. defense establishment went into a panic when China […]
The Market’s Shaky House Has Good Bones

The Market’s Shaky House Has Good Bones

Before I begin, I hope some of you took advantage of last night’s report on shorting Netflix. NFLX began the session lower and proceeded to sell off. NFLX stock closed lower by over $22.00. When I wrote “the slope on the 50 daily moving average is negative. That means the warning phase could escalate to […]
The Trade Deficit Rises

The Trade Deficit Rises

From Goldman Sachs (Hatzius, et al.) today: The trade deficit rose to $50.1bn in July, from a revised $45.7bn in June. Total exports fell 1.0%, as the total drop in exports ($2.1bn) was comprised primarily of declines in civilian aircraft ($1.6bn) and soybeans ($0.7bn). The decline in soybeans exports likely reflects payback following a sharp […]
WTI Extends Losses After Smaller Than Expected Crude Draw

WTI Extends Losses After Smaller Than Expected Crude Draw

WTI continued to drift lower today into the inventory data amid concern that “emerging-market contagion is going to suppress economic growth and limit demand,” said Gene McGillian, manager of market research at Tradition Energy. API reported a third weekly draw in a row for Crude inventories but WTI extended the day’s losses as the 1.17mm draw was smaller than […]
Natural Gas Gets Hit Yet Again

Natural Gas Gets Hit Yet Again

Natural gas prices continued moving lower today, with the October contract falling another percent on the day.  The trend of winter contract weakness continued again today too.  Unlikely yesterday, however, the majority of the selling today took place in the afternoon. Initially this morning we saw the October contract bounce up to $2.843. This fit […]
5 World Currencies That Are Closely Tied To Commodities

5 World Currencies That Are Closely Tied To Commodities

This year, commodity prices have been under pressure from a strong U.S. dollar and trade war fears. This has made a huge dent in the balance sheet of many net exporters of resources, in turn weakening their currencies. However, commodities could be on the rebound and are flashing a massive buy signal. This should come as […]