Archives by Month:

Archives by Year:

The General Health Of The Metals Stocks, Both Juniors And Majors

The General Health Of The Metals Stocks, Both Juniors And Majors

John Kaiser, Founder of Kaiser Research joins me to discuss the overall health of the PM sector in terms of the stocks. We look at a couple of the stories that are moving, thanks to nice drill results and how the majors are fairing after a disappointing quarter. (Audio length 00:13:33)
A Record Number Of Assets Are Down For The Year

A Record Number Of Assets Are Down For The Year

What happens when Morgan Stanley’s “rolling bear market” gets, well, rolling and hits virtually all markets? The answer is what Deutsche Bank’s Craig Nicol calls “a quite fascinating statistic” namely that as of the end of October, 89% of assets that Deutsche Bank collects data on for its annual long-term study, have a negative total […]
October 2018 Manufacturing Survey Growth Little Changed

October 2018 Manufacturing Survey Growth Little Changed

The ISM Manufacturing survey again marginally declined but continued in expansion. The key internals are in expansion. The Markit PMI manufacturing Index is in positive territory and was little changed. Analyst Opinion of the ISM Manufacturing Survey Based on these surveys and the district Federal Reserve Surveys, one would expect the Fed’s Industrial Production index […]
EUR/USD Weekly Technical Perspective – Euro Defends 2018 Lows

EUR/USD Weekly Technical Perspective – Euro Defends 2018 Lows

In this series, we scale-back and take a look at the broader technical picture to gain a bit more perspective on where we are in trend. Euro responded to a key technical support confluence late-last month with the first day of November trade on pace to post the largest single-day advance since late-September. Here are the key targets […]
Apple Charts

Apple Charts

Of all the hundreds of companies reporting this week, there is one that stands head and shoulders (so to speak) above all others, and it is this: I am deliberating post these charts before the closing bell. Of course, unlike some companies, Apple takes its sweet time to issue its report after the close. Most companies have […]
Fixed Investment Hurts Q3 2018 GDP The Most Since Q4 2015

Fixed Investment Hurts Q3 2018 GDP The Most Since Q4 2015

Fixed Investment – ECRI Leading Index Goes Negative The ECRI leading index has been bearish on the American economy since late 2017. Now that the stock market has had 2 corrections in 2018, ECRI can claim victory even though GDP growth has been strong in 2018. It’s interesting to see media commentators and investors who […]
5 Inverse ETFs Up More Than 40% In October

5 Inverse ETFs Up More Than 40% In October

The month of October was scary for Wall Street, with rising interest rates, political turbulence in Italy, Saudi tensions, tech sell-offs, escalating US-China trade war and the prelude to mid-term election. All these sent Nasdaq Composite Index and S&P 500 Index into a correction territory. However, the stocks rebounded slightly from the lowest level to […]
Where Is All The Gold Going?

Where Is All The Gold Going?

Where the gold is going is certainly no secret. Whilst the West has not got a clue of the strategic significance of physical gold, the East’s accumulation of the yellow metal continues unabated. Since 2008 just China and India have accumulated 26,000 tonnes of gold. That is a remarkable figure and virtually the total mine […]
Norwegian Economic Model Touted As An Alternative To Brexit

Norwegian Economic Model Touted As An Alternative To Brexit

As Brexit inches closer by the day, the UK has yet to finalize the terms of its divorce from the EU. British politicians are now scurrying to mitigate the impending crisis. Meanwhile, a civil war has erupted among the Tories, pitting hardliners such as Boris Johnson and Jacob Rees-Mogg against those who advocate for a softer landing. […]
NY Times Rises On Subscriber Growth As JPMorgan Sees Momentum Continuing

NY Times Rises On Subscriber Growth As JPMorgan Sees Momentum Continuing

Shares of New York Times (NYT) have jumped after the company reported better than expected third quarter results and strong subscriber growth. Notably, the Times’ 203,000 total net new digital-only subscriptions represents the highest gain in digital subscribers in a quarter since the “Trump bump” in the fourth quarter of 2016 and the first quarter […]