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Secular Trends In Employment: Goods Producing Versus Services Providing – Wednesday, March 14

Secular Trends In Employment: Goods Producing Versus Services Providing – Wednesday, March 14

The Department of Labor has monthly data on employment by industry categories reaching back to 1939. At the highest level, all jobs are categorized in either Service-Providing Industries or Goods Producing Industries. The adjacent chart illustrates the ratio of the two since 1939. The latest monthly employment report showed a gain of 313K nonfarm payrolls, […]
Buy The Dip Or Sell The Rally

Buy The Dip Or Sell The Rally

“Stability breeds instability.” – Hyman Minsky The answer to the title of this article, the polite version of which is “Buy The Dip or Sell The Rally”, may well be the most important question facing stock investors this year and possibly for years to come. The bull market, now almost ten years old, has been […]
Twitter Spikes 6% After Jim Cramer Interview

Twitter Spikes 6% After Jim Cramer Interview

Twitter (TWTR) is moving higher after the new CFO Ned Segal sat down with Mad Money host Jim Cramer Tuesday night to see what’s ahead for the social media giant. During the interview, Segal told Cramer that “We do feel a sense of humility, but we also know that everybody in the world could benefit […]
3 ‘Strong Buy’ Stocks With Big Catalysts Ahead

3 ‘Strong Buy’ Stocks With Big Catalysts Ahead

Which are three of the market’s hottest stocks right now? I searched for ‘Strong Buy’ stocks with significant upside potential from the current share price- and these three biopharma stocks easily stand out from the crowd. You can see below the upside in green from the current share price to the average analyst price target. So […]
“Gold Rush” Among Central Banks Could Send Gold Prices Soaring To $2,000

“Gold Rush” Among Central Banks Could Send Gold Prices Soaring To $2,000

iStock.com/Madmaxer Central Banks Making Bullish Case for Higher Gold Prices This statement is going to sound very bold, but it’s worth making: gold prices could be setting up to surprise investors in 2018 and beyond. We could be witnessing the beginning of a bull market in gold. Why should one be bullish on gold prices? […]
New Consumer Credit Index Highlights Cash-Strapped Brits

New Consumer Credit Index Highlights Cash-Strapped Brits

Across the length and breadth of the country, people are feeling the pinch of tough financial times. The level of hardship experienced can vary greatly between regions, and for the first time in the UK, there is now a consumer credit index which provides media professionals with unprecedented insight into the state of the nation, […]
Bullish On Oil Because Of Trump? Don’t Be!

Bullish On Oil Because Of Trump? Don’t Be!

Some are bullish on oil because Trump threatens to kill the deal with Iran. It’s faulty thinking. Way faulty. Oil analysts claim the Tillerson ouster is bullish for oil. Rex #Tillerson ouster bullish for #oil (bearish for #IranDeal) analysts like @JoeMcMonigle say https://t.co/KNpa6mVWGh via @dan_graeber @crudeoilprices pic.twitter.com/9ULJqwDzGj — Hedgeye (@Hedgeye) March 14, 2018 Joseph McMonigle […]
Is That Inflation On The Horizon?

Is That Inflation On The Horizon?

Treasury bonds were fairly quiet last week and have been tame so far this week too. Stocks sold-off recently when Gary Cohn, President Trump’s top economic advisor, resigned, reportedly because Cohn and Trump clashed over the idea of a trade war. Despite the continuing political circus, Treasury yields traded in a narrow range ahead of last […]
WTI Down, RBOB Up After Huge Gasoline Draw, Crude Build, Record Production

WTI Down, RBOB Up After Huge Gasoline Draw, Crude Build, Record Production

WTI/RBOB prices held gains from last night’s smaller-than-expected crude build from API, but prices action was mixed after DOE reported a bigger than expected crude build and bigger than expected gasoline draw (as production hit a new record high). Bloomberg Intelligence’s Valle notes that maintenance season for refiners will deplete gasoline inventories over the coming weeks as the plants open space for […]
Continued Muted Moves For The Metals

Continued Muted Moves For The Metals

Brien Lundin joins me today to look at the metals markets and what could drive prices. It seems not just the gold bugs are waiting for a break in price to make the sector more enticing. Volumes remain low and even when we have news events that drive other markets the metals don’t move to […]