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Archives by Year:
Uptrend Resuming?
Last week, I wrote the following: “When the rally from the 2533 low overcame the previous short-term high of 2727, it suggested that the SPX recovery could reach as high as the previous top of 2872, or even a little higher, before reversing.” (For those of you who might have missed it, last week’s letter […]
Is Aurora Cannabis Still A Stock To Buy In 2018?
Aurora Cannabis and its wholly-owned subsidiary, Aurora Cannabis Enterprises Inc., is a licensed producer of medical cannabis pursuant to Health Canada’s Access to Cannabis for Medical Purposes Regulations. So far in 2018, the stock was on an impressive uptrend. Our article today will cover why we believe this stock is a good choice to get exposure […]
Rationalizing Those Peak-Cycle Numbers, Part 1: Investors “Unconcerned” About Record Corporate Debt
A branch of journalism that might be called, “don’t worry, be happy, because this time is different” tends to pop up at the peak of cycles when imbalances that caused past crashes start to reemerge. Eager to keep the gravy train going, business publications send reporters out to interview industry experts (who are making fortunes […]
USD/JPY Weekly Analysis – Sunday, March 11
USD/JPY broke above the bearish trend line on the daily chart. A further rally to test 107.90 key resistance could be expected next week. A breakout of this level would indicate that the downside movement from 113.75 had completed at 105.24 already, then a further rise towards 109.00 could be seen. On the downside, as […]
How Trump Tariffs Could Impact The U.S. Auto Industry
President Trump recently lent his support to the Commerce Department recommendation for raising import tariff on aluminum and steel. The new tariff of 25% on imported steel and 10% on imported aluminum will go into effect in 15 days on imports from all countries except Canada and Mexico, with which the North American Free Trade […]
Australian Dollar May Leave Its US Cousin To Make The Weather
Fundamental Australian Dollar Forecast: Bearish The Australian Dollar may lack clear domestic drivers this week If so that will leave the US Dollar resolutely in charge of direction That may well mean the Aussie heads lower, if not necessarily very far The Australian Dollar faces a week rather short of likely economic cues, with the March monetary policy meeting from […]
Trump Provides Clarity To EU: “Big Deficit We Tax Cars”
The EU wants clarity of US tariffs. Trump provides clarity, but the EU is not happy with it. In “frank but fruitless” talks, Trump Provides ‘Clarity’ on EU Tariffs. Hours after European Union trade chief Cecilia Malmstrom said she had “no immediate clarity” on whether the bloc will be let off the hook from planned U.S. […]
“Where To From Here”: Why Goldman’s Client Are Confused
Back in early February, after the great volatility explosion which sent the VIX to 50, killed the XIV ETF and which we now know was precipitated by the market’s misreading of the sharp January rising average hourly earnings print (which just as we said at the time, was due to a drop in the workweek and little else as […]
Weekly Forex Forecast – March 11
GBP/CHF The British pound exploded to the upside during the week against the Swiss franc, showing signs of strength yet again. It looks as if the 1.30 level is going to offer support, and I think that pullbacks will bring in value hunters to try to reach towards the 1.35 handle. This is a market […]
Is Now The Best Time For Commodity Investing?
In long-term investing one has to keep in mind a typical sequence, during economic expansion the first asset class to top is treasuries. Then stocks top and, finally, commodities. Look at the chart below: source: Stockcharts.com The chart shows this rule in practice. If I am correct, treasuries had topped in 2016 (blue circle). […]
