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Stocks Outlook – Wednesday, Sept. 26

Stocks Outlook – Wednesday, Sept. 26

The economy and stock market move in the same direction in the medium-long term. Hence, leading economic indicators are also leading indicators for the stock market. Thoughts Corporate profits continue to trend higher. A medium term bullish sign for the stock market. The economy is getting close to full-employment. The economy and stock market still have some room […]
“Trade Wars Are Good, And Easy To Win”: Soybean Edition

“Trade Wars Are Good, And Easy To Win”: Soybean Edition

I am dubious. End-market year soybean stocks at record highs. Source: Slok, “Global markets: US overheating and Treasury supply pushing US rates up. Trade wars and Turkey pulling US rates down,” Deutsche Bank, September, 2018. And those stockpiles are now valued at lowest prices in a decade, down 20% from when Mr. Trump started imposing sanctions. […]
Sensex Trades Weak; FMCG Stocks Drag

Sensex Trades Weak; FMCG Stocks Drag

Stock markets in India are trading in negative territory weighed by fast-moving consumer goods (FMCG) stocks. The BSE Sensex is trading lower by 160 points (down 0.4%), and the NSE Nifty is trading lower by 30 points (down 0.3%). Meanwhile, the BSE Mid Cap index and the BSE Small Cap index are trading flat. The rupee is trading at 72.71 to the US$. 2018 has […]
What’s Next For Ripple XRP After Recent Rollercoaster Ride?

What’s Next For Ripple XRP After Recent Rollercoaster Ride?

Ripple’s XRP has had a crazy week. It first went up over 100% getting all XRP holder excited. Now in the past few days, it’s been erasing almost half of last week’s gains. What’s up with the roller coaster ride and what does the future hold for our favorite token? Well, the reason why XRP […]
Fed Policy Uncertainties Arise As Eurodollar Futures Flash Yield Curve Inversion Risk

Fed Policy Uncertainties Arise As Eurodollar Futures Flash Yield Curve Inversion Risk

While the Federal Reserve is widely expected to hike interest rates at its upcoming monetary policy meeting, a host of event risks could impact the direction of further rate decisions. Investors have long anticipated the Federal Reserve’s Open Market Committee (FOMC) will raise U.S. interest rates by an additional 25bps at the conclusion Wednesday to […]
Opportunities In Uranium, Cannabis, And Gold

Opportunities In Uranium, Cannabis, And Gold

Sean Brodrick, Natural Resource Analyst at Weiss Group joins me to outline three sectors that he is recommending to readers. These groups are cannabis, uranium and gold. We break down the main factors that have his attention and a couple companies he likes in each. (Audio length 00:14:20)
Pre-IPO Coverage: SurveyMonkey (SVMK)

Pre-IPO Coverage: SurveyMonkey (SVMK)

Online survey provider SurveyMonkey (SVMK) will IPO on Wednesday, September 26. At a price range of $9-$11 per share, the company plans to raise up to $171 million with an expected market cap of ~$1.2 billion. At the midpoint of the IPO price range, SVMK currently earns our Very Unattractive rating. SVMK looks different from many […]
There’s A Big Difference Between Saying That Valuations Matter And Exploring How They Matter

There’s A Big Difference Between Saying That Valuations Matter And Exploring How They Matter

Valuations matter. It’s not a controversial statement. I think it should be. If the market were efficient (which it would need to be for Buy-and-Hold to be a good strategy), valuations would not matter at all. There was a fellow who posted by the name of “SalaryGuru” at a number of discussion boards at which […]
Household Wealth And Real Estate

Household Wealth And Real Estate

One of the most heated debates on whether the bull market has run its course is about household wealth. The bearish investors claim that since household wealth as a percentage of GDP is at a record, the cycle must end, while the bullish investors disagree because there is no specific wealth cap in relation to […]
The Good News For Gold

The Good News For Gold

All the news for gold, both technical and fundamental, continues to get more positive almost every day. The price appears poised to begin a major move to the upside. That should see the world’s mightiest metal test the $1900 area highs. In gold market infrastructure news, precious metals processor Heraeus just opened the world’s most […]