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Archives by Year:
How Much Does The U.S. Depend On Russian Uranium?
The U.S. House of Representatives recently passed a ban on imports of Russian uranium. The bill must pass the Senate before becoming law.In this graphic, we visualize how much the U.S. relies on Russian uranium, based on data from the United States Energy Information Administration (EIA). U.S. Suppliers of Enriched Uranium After Russia invaded Ukraine, the U.S. […]
Industrial And Manufacturing Production Improve For The Month
Industrial production is an indicator that has faded somewhat in importance in the modern era since China’s accession to normal trading status in 2000. Before that, a downturn in production was an excellent coincident indicator for a general downturn in the economy. Since then there have been several downturns, most importantly during 2015-16, when the […]
Rotation
Investors have been waiting for a broadening out of the rally for even longer than they’ve been pricing in (and then pricing out) rate cuts, but while breadth may still be relatively narrow, there has been a good deal of rotation recently.Let’s start with where the market stood heading into today. We measure overbought and […]
“Inverted Yield Curve No Longer Reliable Recession Flag, Strategists Say”
That’s the title of an article by S. Ganguly for Reuters. Nearly two-thirds of strategists in a March 6-12 Reuters poll of bond market experts, 22 of 34, said the yield curve’s predictive power is not what it once was. Here’s a picture of spreads, up to March 14th.Figure 1: 10 year minus 3 month Treasury spread […]
Maybe Wages Being Up 21 Percent Has Something To Do With Prices Not Going Back Down
Image Source: Pexels The media have run endless pieces about people being upset because prices are not falling back to their pre-pandemic level. They treat this as some great mystery that has people endlessly annoyed. The Wall Street Journal gave us the latest entry in this genre, a piece headlined, “we still don’t believe how much things cost”.There […]
Copper Soars, Iron Ore Tumbles As Goldman Says “Copper’s Time Is Now”
Image Source: Pexels After languishing for the past two years in a tight range despite recurring speculation about declining global supply, copper has finally broken out, surging to the highest price in the past year, just shy of $9,000 a ton as supply cuts hit the market; At the same time, the price of the world’s […]
SMCI: Super Vulnerable
Image Source: Unsplash Super Micro Computer (SMCI) sounds like the kind of 1980s-style computer company name that I grew up with (as does their logo), but its old-school vibe hasn’t affected its new-school buzz. Between the AI and crypto bubbles, this stock has been propelled insanely high, and I’d say it has a LOT to prove […]
Three Under $10 Stocks To Hold In March
Image courtesy of 123rf.com Over the week, the S&P 500 (SPX) market benchmark broke even at +0.21% gains. It has been on an upward trajectory over the last three months at +8.40%. Since the beginning of the year, SPX has reached an all-time high 17 times, led by the Magnificent Seven stocks riding the AI hype. At the same […]
Silver Is Acting Exactly Like It Did From 1968 To 1973
Image Source: Unsplash Silver is always late to the party, but it always sprints to the finish line and wins the race. It’s like the hare, except in this parable, the hare beats the tortoise. It’s happened twice before.From 1968 to 1973 with a parabolic spike in 1974, and from 1974 to 1979, with a parabolic […]
Navigating SoFi Technologies’ Price Dip: Will $6.5 Support Hold?
Image Source: Unsplash Online financial services company, SoFi Technologies, Inc. (Nasdaq: SOFI) has experienced a significant decline in its stock value this month, plummeting by 22% since the beginning of March.This decline was triggered by SoFi’s announcement on March 5 of a private offering of $750 million in unsecured convertible senior notes set to mature on […]
