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Sector Rotations Provide These Immense Opportunities

Sector Rotations Provide These Immense Opportunities

It was another fantastic week trading a two sided market. In this crucial weekend video newsletter update we take a look at which stocks money is flowing out of and which stocks money is flowing into. Watch the video and take advantage of these trading opportunities while you can.  
Economic Data And Forecasts For The Weeks Of November 19 And 26

Economic Data And Forecasts For The Weeks Of November 19 And 26

Here are my forecasts for upcoming economic data.         Forecast Prior Observation Consensus   Week of November 19         November 19         NAHB Index 68 68 68             November 20         Housing Starts – October 1.225M 1.201 1.240 […]
SPX Retests Trendline

SPX Retests Trendline

  VIX bounced off the low of November 8 to challenge its weekly Cycle Top at 20.40, but closed beneath it. Note the higher high and higher low as it gains technical strength. VIX is positioned for a resumption of the rally through the end of the month.  Normal seasonality would call for calm through […]
Corporate Debt Will Not Be The Basis For Another Financial Crisis/Great Recession

Corporate Debt Will Not Be The Basis For Another Financial Crisis/Great Recession

The folks who remain determinedly ignorant about the financial crisis and Great Recession continue to look for another crisis where it isn’t. Much of the latest effort focuses on corporate debt. There are four big reasons why corporate debt does not pose anything like the same sort of problem that mortgage debt did during the housing bubble years. First, […]
55 Firms Going Ex-Dividend Next Week, Including Valero, Target And Prudential

55 Firms Going Ex-Dividend Next Week, Including Valero, Target And Prudential

There are several well known large cap stocks going ex-dividend next week including the following nine: Valero Energy, Discover Financial, Hershey Company, Marathon Petroleum, Prudential, L Brands, Magna International, National Grid and Target. Ex-dividend dates are important to dividend investors because one must own a stock on its ex-dividend date in order to be eligible to receive its […]
Factors Affecting Inflation Through End Of 2018

Factors Affecting Inflation Through End Of 2018

The economy is heading towards the sweet spot for the consumer as gas prices are declining and wage growth is accelerating. Real hourly wage growth was 0.7% in October. This improvement in the health of the consumer explains why Wal-Mart had same-store sales growth of 3.4% in Q3 which beat estimates for 3.1%. The firm […]
How The Bubbles In Stocks And Corporate Bonds Will Burst

How The Bubbles In Stocks And Corporate Bonds Will Burst

As someone who has been warning heavily about dangerous bubbles in U.S. corporate bonds and stocks, people often ask me how and when I foresee these bubbles bursting. Here’s what I wrote a few months ago: To put it simply, the U.S. corporate debt bubble will likely burst due to tightening monetary conditions, including rising interest rates. Loose monetary conditions are […]
Economic Indicators This Week And Next

Economic Indicators This Week And Next

This week was mixed for economic data with about half of indicators coming in positive and the other half negative. The major release early in the week was CPI data. The headline number came in line with expectations while Core CPI came in slightly lower YoY. Hourly earnings continued to accelerate; more confirmation of a […]
Gold Miners’ 3Q18 Fundamentals

Gold Miners’ 3Q18 Fundamentals

The major gold miners’ stocks remain mired in universal bearishness, largely left for dead. They are just wrapping up their third-quarter earnings season, which proved challenging. Lower gold prices cut deeply into cash flows and profits, and production-growth struggles persisted. But these elite companies did hold the line on costs, portending soaring earnings as gold […]
Which Countries Want To Leave The EU After Brexit: Euro Analysis

Which Countries Want To Leave The EU After Brexit: Euro Analysis

MORE COUNTRIES MIGHT WANT TO LEAVE THE EU AFTER BREXIT Traders in EURUSD and the Euro crosses would do well to look out for any signs that other countries are thinking of following the UK’s lead and leaving the bloc, particularly if the UK secures good Brexit terms with Brussels. Inevitably, at the top of the list […]