2018 - Page 1493 of 1751 -

Why Investors Go To Copper As An Inflation Hedge

Mar 06, 2018 Jeremy Parkinson Finance 0

Every year, a vast amount of copper is used by the global economy to manufacture a wide variety of goods. It’s a major ingredient in big-ticket consumer goods like autos, appliances, electronics, and new homes. Simultaneously, copper is also gobbled up for many industrial uses including telecommunications, utilities, construction, and industrial machinery. AN ECONOMIC BELLWETHER […]

E Cocoa Prices Lower On Profit Taking

Mar 06, 2018 Jeremy Parkinson Finance 0

Cocoa Futures Cocoa futures in the May contract is breaking a 3-day winning streak currently trading lower by 5 points at 2441 as the volatility certainly has increased over the last several sessions as prices have skyrocketed in recent days. I have been recommending a bullish position originally in the March contract as then we […]

Precious Metals Market – A Sign Of Improvement?

Mar 06, 2018 Jeremy Parkinson Finance 0

Since the cyclical top in gold prices (July 2016), the silver/gold ratio has been steeply going down: source: Stockcharts.com Well,it is not a pattern the gold bugs are looking for. Generally, the silver / gold ratio and gold prices go in tandem – the opposite pattern supports a bearish thesis on precious metals. And […]

The Pop In PMs And Sectors To Focus On In 2018

Mar 06, 2018 Jeremy Parkinson Finance 0

(Audio length 00:15:50) Chris Temple joins me today with some initial comment on the pop in precious metals today. We also chat about other sectors that Chris sees opportunity in that are outside the metals complex.

Global Equity Winners And Losers

Mar 06, 2018 Jeremy Parkinson Finance 0

For anyone who has been looking at the detail across sectors, factors, and styles in global equities, there have been a couple of peculiar and extreme standouts. Relative performance across a select few factors and styles seem to have accounted for much of the new bull market in global equities, and what’s interesting is, the […]

How Can This Be The Best Performing Industry Group In The S&P 500?

Mar 06, 2018 Jeremy Parkinson Finance 0

In an earlier post looking at breadth among the different industry groups in the S&P 500, we noted that Retailing was the top performing group in the S&P 500 YTD with a gain of over 15%. Looking at the table below, however, you would have hardly guessed by looking at the performance of brick and mortar retailers […]

US Factory Orders Decline 1.4% As Expected: Signs Of Life?

Mar 06, 2018 Jeremy Parkinson Finance 0

The consensus got this right but the advance estimates helped. As one might expect, Econoday sees signs of life. Today’s factory orders report, down 1.4 percent at the headline level but showing life underneath, closes the book on what was a mixed to soft month of January for manufacturing. Aircraft has been a bright spot for the factory […]

MOPE; The Government Will Never Let It Happen…

Mar 06, 2018 Jeremy Parkinson Finance 0

How often have you heard the phrase “the government will never let it happen”? It almost doesn’t matter what the topic is you are talking about, nothing “bad” can ever really happen …or so it is thought. The reason, of course, is because we are so many years into “MOPE” (management of perspective economics). No […]

Questions Not Of Success, But Of The Effectiveness Of Illusion

Mar 06, 2018 Jeremy Parkinson Finance 0

Last week, Bank of Japan Governor Haruhiko Kuroda unleashed a mini-controversy with remarks he now claims were taken somewhat out of context. On March 2, speaking before Japan’s parliament, the central banker sure sounded quite confident: Right now, the members of the policy board and I think that prices will move to reach 2 percent […]

The Full Employment Mirage

Mar 06, 2018 Jeremy Parkinson Finance 0

Judging by the official 4.1% unemployment rate, US workers appear to be doing pretty well. Unlike a few years ago, almost everyone who wants a job has one. That’s an improvement. Having “a job” isn’t the same as having a good job, of course, one that pays enough to cover your needs and lets you feel worthy […]