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GDX, Silver, And Novo
(Audio length 00:10:47) The Junior Miner Junky David Erfle shares his thoughts on some levels to watch for GDX during this pullback. We also discuss silver and a reason why he is more optimistic for this PM over gold. With the vast majority of metals stocks down today Novo closed up over 15%. You bet […]
WTI/RBOB Extend Losses After Crude Inventory Build
WTI/RBOB prices sank today (amid OPEC and IEA comments and a dollar spike) ahead of tonight’s inventory data. Following last week’s surprise draw, API reported a crude build this week (though smaller than expected) and along with another gasoline build, sent energy prices lower. API Crude +933k (+3mm exp) Cushing -1.277mm (-1.2mm exp) Gasoline +1.914mm Distillates -1.473mm […]
USDJPY – Back To 108.00?
In his first testimony in front of Congress, Jerome Powell handles himself with aplomb, proving to be able stewart of the US monetary policy while handling the often inane questions from politicians with admirable restraint. Although Mr. Powell offered no new insights into US monetary policy, he did state that he thought that the US […]
Fear The Terminator
The problem with prolonged stagnation is that the costs associated with it are not strictly economic in nature. There is, of course, the substantial loss in terms of opportunity cost or output that should have happened. But more than that, any society caught within the viselike grip of such malaise is a frail one subject […]
AutoZone: We Had High Hopes
You may recall that we had high hopes for AutoZone, and projected a great fourth quarter because winter was looking like it was going to be incredibly harsh. Well, as it turns out, our call for the weather was correct, but performance was lack luster. In this column we address the performance of the name and […]
Market Talk – Tuesday, February 27
Not such a convincing day today for Asia as Shanghai and Hang Seng returned yesterday gains, whilst the Nikkei and ASX added to the move. Both the mainland and HSI attempted gains but were quickly rejected soon after the open. These moves have reversed only some of the recent gains but probably expected ahead of […]
Some Bullish Trade Setups To Watch
Looks like the S&P 500 is on track for its first negative return since March of 2017. Sure, we could rip off another monster rally tomorrow, but the odds are not favorable for finishing in the green. But give this market some credit, considering that it was trading about 9% lower than where it where […]
GDPNow “Real Final Sales” Forecast Dips To 1.6%
Poor housing reports and poor economic reports on durable goods and international trade took a toll on GDP estimates. The latest GDPNow forecast is 2.6%, down from and 3.2% on February 16, 4.0% on February 2, and 5.4% on February 1. After this morning’s Advance Economic Indicators and durable manufacturing reports from the U.S. Census Bureau, the […]
Biotech Crushing The Market: Best ETFs & Stocks YTD
Biotechnology sector, which includes the fast-growing companies in the health care world, are easily crushing the overall market and broader health care sector so far this year. This is especially thanks to a wave of mergers and acquisitions, encouraging trends as well as the new tax legislation. Mergers & Acquisitions Recent mergers and acquisition talks/rumors […]
2018 Earnings Estimates Are Likely Done Increasing
The Estimates Are Done Rising The Q4 2017 earning season is now almost over. I will be reviewing the S&P Dow Jones numbers, but first let’s look at the chart which shows future expectations. With the GAAP earnings being hurt by tax related write downs in Q4, the future estimates are the most important aspect […]
