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Archives by Year:
Market Thoughts This Labor Day Weekend
Each week (sometimes more often) I write notes for the various producers in the media.For this long weekend, I am offering them to you as food for thought. depositphotos Stagflation -Fed can’t fix it-With a huge reduction in rates, that will spike inflation and with a small reduction in rates, it will not do much to help […]
Alternative Investments During The First Half Of 2024: Diversify Your Diversifiers
The performance of financial assets during the first half of 2024 continued strongly with equities, in this column S&P 500, going through the roof and delivering 15,3% – a total return one could reasonably expect over a two-year period. But this strong equity performance was driven by a few large companies. depositphotos As you may know, the […]
The Last Remaining San Francisco Denny’s Closes After 25 Years
The lone San Francisco Denny’s (DENN) holdout has finally shut it doors. You probably know why. The San Francisco Gate reports the SF Denny’s that was once California’s most expensive has closed. depositphotos The 24-hour diner chain’s 816 Mission St. location closed Aug. 1, franchise owner Chris Haque told SFGATE. As of Aug. 12, the Denny’s […]
COT Speculator Extremes: Yen, Gold & Brazil Real 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 August 27th.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, […]
Gilding The Lilly
I continue to think Eli Lilly is insanely overvalued, with a triple-digit P/E and a chart that looks like THIS:I continue to think Eli Lilly is insanely overvalued, with a triple-digit P/E and a chart that looks like THIS:Considering the stock has stalled for two solid weeks, maybe people are beginning to rethink this.this.More By This Author:The Curse Of The $SPXNvidia PostmortemTesla On […]
Hedge Funds Positions, Noncommercial Buying – How CoT Peeks Into The Future
Following futures positions of non-commercials are as of August 27, 2024.10-year note: Currently net short 914.4k, down 123.7k.Fed funds futures traders continue to raise rate-cutting bets. Until last week, they expected 100 basis points of cuts in the three remaining meetings this year and 100 more in the eight scheduled meetings next year. This week, […]
