Author Archive: Jeremy Parkinson
Sensex Trades Marginally Higher; Consumer Durables & Bank Stocks In Green
Indian share markets are trading just above the dotted line in the noon session following amid mixed global markets. Consumer Durables stocks and bank stocks witness majority of the buying momentum while losses were largely seen in energy stocks and software stocks. The BSE Sensex is trading higher by 93 points and the NSE Nifty is trading up by 9 points. Meanwhile, the BSE Mid Cap index is trading […]
Stocks Outlook – Monday, March 26
Thoughts The stock market can fall a little more in the short term. New developments: odds of a trade war are decreasing. Not a long-term bearish factor for the stock market. Initial Claims increased last week but are still trending lower. A medium-long term bullish factor for the U.S. stock market. VIX is in backwardation. […]
Latest Dividend Increases 2018
Hey everyone, the year 2018 already gave us dividend investors some decent increases. I will briefly summarize the ones of the companies, which are in my portfolio. Being a dividend investor has two major advantages, first of all, you do not rely that much on the changes of the share price and when the stock […]
Sentiment Snapshot: Technically Bearish
As a reminder, the weekly survey on Twitter asks respondents their views/positioning on equities and bonds based on whether their view is primarily driven by the “fundamentals” vs “technicals”. It’s important to keep that fact in mind as we go through the latest results. Indeed, the latest results showed “technicals” net-sentiment dropping to the lowest point on […]
China/Asia Economic Implosion On The Horizon?
Recent news of the US enacting $60 billion in economic tariffs on China as well as reactionary tactics from China have everyone spooked. The US stock markets and global markets tanked last week as this news hit the wires. We have been warning of a massive upside move in precious metals as well as global […]
A Technical Look At The S&P 500 And Key Moving Averages
Everyone is going to be keying in on a certain trend line on Monday morning and how the market reacts around it. It doesn’t matter what type of investor you are – fundamental, technical, strategic, passive, active, whatever… When push comes to shove, everyone wants to know if the 200-day simple moving average will hold […]
USD/JPY At All Time Low
US to impose 50 billion worth of tariffs on China may cause investors to bail out of greenback, short USD/JPY? Fed Chairman Jerome Powell raised rates last week and cited a stronger outlook for the economy. However, he was cautious to not send signals about the path of policy. FOMC repeatedly mentioned they anticipate “further […]
All Hail The New Fed Triumvirate: Powell, Williams, Clarida
Former Fed Chairman Ben Bernanke said only three opinions matter: The Chairman, Vice-Chairman, and the NY Fed President. On March 1, the Wall Street Journal reported the White House Preparing to Nominate Richard Clarida as Fed’s No. 2 Official. Today we learn, San Francisco Fed’s John Williams Is Front Runner to Serve as New York Fed President. […]
Trade Tensions Trouble Markets
Asian shares were broadly lower on Monday, succumbing to another day of selloffs as traders continued to worry about the possibility of a trade war between the United States and China. The pressure was renewed after U.S. President Donald Trump proposed a tariff on Chinese goods that would be in addition to the import taxes […]
Complacency Reigns Supreme
This market is now communicating that it is at high risk. For two months now, I have been advocating a strategic retreat. Head for the sidelines and watch the action with an unemotional detachment. The market is now sounding the alarm and one should be on high alert for a downside acceleration. Plunger’s Bullet Points […]
