Author Archive: Jeremy Parkinson
The “Big Bond Short” Illusion
Before we even start, I want to point out I deserve zero credit for this next idea. All of the following insightful observations are brought to you by Adam Collins of Movement Capital. Adam’s work on COT data is second-to-none and he is a must-follow. Over the past few months I have struggled with a glaring […]
Do Value And Growth Stocks Exist?
In Warren Buffett’s 1992 letter, he wrote about value and growth investing. More importantly, it’s how he defined that is often ignored. Investors classify stocks as either value or growth. As per Buffett’s 1992 letter: … most analysts feel they must choose between two approaches customarily thought to be in opposition: ‘value’ and ‘growth.’ Indeed, many investment professionals […]
Stocks And Precious Metals Charts – You’re Their Kill Of The Night – Financial Predators Are On The Prowl
I know, let’s pursue a system that lacks regulation, justice, and transparency, and relies on the ‘good nature’ of some of the greediest and most ruthless elements in its society to make most of the important decisions. And whoever can collect the dirtiest money through whatever means gets to be in charge. The sad truth […]
3 Canadian CBD Leaders Investors Need To Know
TM editors’ note: This article discusses a penny stock and/or microcap. Such stocks are easily manipulated; do your own careful due diligence. Demand for products that contain cannabidiol (CBD) continues to increase and this is a trend that is expected to continue for years to come. Although the CBD market is a multi-billion-dollar opportunity, we […]
Is Trump’s Trade War Going To Cause China To Have A Problem With Inflation?
That was one of the items on the list of factors adding to inflationary pressures in China in this NYT article, but it doesn’t seem very plausible. China is on track to import a bit less than $140 billion worth of goods and services from the United States this year. This is less than 1.0 percent of China’s […]
At Asset Market Highs, Liquid Savings Remain Woefully Insufficient
As shown below, the average US saving rate fell from 13% of disposable income in 1981 to 2% by 2005, as US housing prices peaked (and people naively bet everything they could borrow on home prices perpetually leaping faster than the rate of inflation). As the US realty bubble burst and prices fell in 2006 […]
Apple: The Numbers Look Good
Apple (AAPL) is a widely followed and much-debated stock. However, investors, financial analysts, and the media tend to put too much attention on the details when discussing Apple, and they often overlook the big picture. Many analysts focus on the latest news and data points, trying to estimate to the second decimal place how many […]
A Long Dollar Story: China’s Short Profits, Prices, And Producers
For the first half of the Great “Recession”, China and the rest of the EM world seemed immune. It was American subprime mortgages that we were told was causing all the problems, and if European banks had somehow gotten themselves entangled in the rotten real estate mess so much the better for where growth was […]
These Trades Are In Play Right Now
Stocks explode higher all week ending above the expected move. In this crucial weekend video update we focus on how you can determine how much risk you’re comfortable with. Video Length: 00:12:54
Transportation Index Leads Equities Higher
The recent upside breakout seen in the US Transportation Index is a very important signal for traders. We have been following these moves for many months and we believe the recent upside breakout in the DJT is a strong sign of future US Equities price moves and all traders should be paying very close attention. […]
