Archives by Month:
- October 2024
- September 2024
- August 2024
- July 2024
- June 2024
- May 2024
- April 2024
- March 2024
- January 2024
- December 2023
- November 2023
- October 2023
- August 2023
- July 2023
- June 2023
- May 2023
- February 2023
- January 2023
- December 2022
- November 2022
- October 2022
- September 2022
- August 2022
- July 2022
- June 2022
- May 2022
- April 2022
- March 2022
- February 2022
- January 2022
- December 2021
- November 2021
- October 2021
- September 2021
- August 2021
- July 2021
- June 2021
- May 2021
- April 2021
- March 2021
- February 2021
- January 2021
- December 2020
- November 2020
- October 2020
- September 2020
- August 2020
- July 2020
- June 2020
- May 2020
- April 2020
- March 2020
- February 2020
- January 2020
- December 2019
- December 2018
- November 2018
- October 2018
- September 2018
- August 2018
- July 2018
- June 2018
- May 2018
- April 2018
- March 2018
- February 2018
- January 2018
- December 2017
- November 2017
- October 2017
- September 2017
- August 2017
- July 2017
- June 2017
- May 2017
- April 2017
- March 2017
- February 2017
- January 2017
- December 2016
- November 2016
- October 2016
- September 2016
- July 2016
- June 2016
- April 2016
- March 2016
- February 2016
- January 2016
- December 2015
- November 2015
- October 2015
- September 2015
- August 2015
- July 2015
- June 2015
- May 2015
- April 2015
- March 2015
- February 2015
- January 2015
- December 2014
- November 2014
- October 2014
- September 2014
- August 2014
- July 2014
- June 2014
- May 2014
- April 2014
- March 2014
- February 2014
- January 2014
- December 2013
- November 2013
- October 2013
- September 2013
- August 2013
- July 2013
- June 2013
- May 2013
- April 2013
- March 2013
- February 2013
- January 2013
- November 2012
- October 2012
- August 2012
- July 2012
- June 2012
- May 2012
- April 2012
- March 2012
- February 2012
- January 2012
- December 2011
- November 2011
- October 2011
- September 2011
- August 2011
- July 2011
- June 2011
- May 2011
- April 2011
- March 2011
- February 2011
- January 2011
- December 2010
- November 2010
- October 2010
- September 2010
- August 2010
- July 2010
- June 2010
- May 2010
- April 2010
- March 2010
- February 2010
- January 2010
- December 2009
- November 2009
- October 2009
- September 2009
- August 2009
- June 2009
- April 2009
- February 2009
- December 2008
- November 2008
- October 2008
- August 2008
- June 2008
- May 2008
Archives by Year:
Silver: The Unsung Hero Of The New Economy
Silver demand continues to surge, driven by technologies like solar power and AI.In 2023 alone, the silver market experienced a 15% supply deficit. Furthermore, the market is expected to reach a cumulative deficit of 1,093.4 million ounces from 2020 to 2024.In this graphic by Outcrop Silver, we discuss how new mines are necessary to meet the […]
My Bearish Positions
Image Source: DepositPhotos Video Length: 00:05:15 In this video, I walkthrough my existing short positions. I start with my favorite, a company which most people never heard of. It is Chemours Co (CC), a company spun off by DuPont (DD), which has a big top going back for years. It’s already dropped about 60% of its […]
Passive Active Ownership Strategy – Part 2
Read Part 1 >>> Passive Active Ownership Strategy – Part 1 Use MSCI USA to continue testing passive active ownership strategy: the MSCI USA Index is primarily focused on large and mid-cap stocks. Typically includes around 600-650 companies and the weighting is Float adjusted Market capitalization-weighted, covers all major sectors of the US economy.– Version 1 – at each rebalancing multiply the Mcap of […]
What Is A Financial Advisor? Consider These Seven Concepts Concept One: Financial Advisors Are NOT Portfolio Managers. Concept Two: A Financial Advisor As Holistic Partner. Concept Three: A Financial Advisor Assists With Behavioral Rebalancing. Concept Four: For The Highest Return on Capital, Seek Out A Financial Advisor. Concept Five: Financial Advisor As Objective Sounding Board. Concept Six: Financial Advisor As A Swiffer! Concept Seven: A Financial Advisor’s Accumulator And Distributor Skill Sets.
Image Source: DepositPhotos So, you need a financial advisor, but do you truly understand the full extent of the benefits? Consider these Magnificent Seven Concepts: Concept One: Financial Advisors Are NOT Portfolio Managers. Most consumers believe that financial advisors are primarily investment selectors and asset managers. While these duties are valid, they are not at […]
Thousands Of ‘Dollar Stores’ Clustered In Swing States May Offer New Insights
Dollar General (DG) and Dollar Tree (DLTR), with over 19,000 stores and nearly 16,800 US stores, respectively, delivered some alarming news in the past week about their crumbling core customer bases battered by elevated inflation and high interest rates—consequences of Bidenomics. The extensive nationwide footprint these two discount retailers have could give political strategists a glimpse into even […]
Technological Advances Make Things Better – Or Does It?
Image Source: DepositPhotos It certainly seems that technological advances make our lives better. Instead of writing a letter, stamping it, and mailing it (which was vastly more personal), we now send emails. Rather than driving to a local retailer or manufacturer, we order it online. Of course, we mustn’t dismiss the rise of social media, which […]
Bull Steepening Is Bearish For Stocks – Part Two Limiting Losses With Yield Curve Analysis The Recent Bull Steepening History Bull Steepening Cycles Are Bearish For Most Stocks Bond Returns Stock Returns A Disclaimer About Expectations Summary
Part One of this article described the burgeoning bull steepening yield curve environment and what it implies about economic growth and Fed policy. It also discussed the three other predominant types of yield curve shifts and what they suggest for the economy and Fed policy.Persistent yield curve shifts tend to correlate with different stock performances. With […]
Which President Was Best For Oil Drilling?
Image Source: DepositPhotos One of the most popular articles I have ever written is Average Gasoline Prices Under The Past Four Presidents. It has been used by people across the political spectrum to support different points.Republicans often cite it to show that gasoline prices were lower under Donald Trump compared to Barack Obama or Joe Biden. […]
Speculator Extremes: Ultra T-Bonds, Yen, 5-Year & Cotton Lead Bullish & Bearish Positions Here Are This Week’s Most Bullish Speculator Positions: This Week’s Most Bearish Speculator Positions:
The latest update for the weekly Commitment of Traders (COT) report was released by the Commodity Futures Trading Commission (CFTC) on Friday for data ending on September 3rd.This weekly Extreme Positions report highlights the Most Bullish and Most Bearish Positions for the speculator category. Extreme positioning in these markets can foreshadow strong moves in the underlying market.To signify an extreme position, […]
Peeking Into The Future Through CoT Report: Futures, Noncommercial Buyers, How Hedge Funds Are Positioned
Following futures positions of non-commercials are as of September 3, 2024.10-year note: Currently net short 1,002.8k, up 88.4k.The economy produced a weaker-than-expected 142,000 non-farm jobs in August, even as the unemployment rate ticked down to 4.2 percent, as expected; June and July payrolls saw big downward revisions.In the fed funds futures market, traders were not […]
