Author Archive: Jeremy Parkinson
The Truth About Pre 1965 Junk Silver
A discussion on commodities and why you need to have some junk silver in your portfolio. Video Length: 00:15:05 Here is the article used in today’s video: What’s Going On With 90% Constitutional (Junk) Silver Is Mind-Blowing
Ripple XRP Headed South With Ethereum In Tow
Written by Crypto Guru Ripple XRP and Ethereum have recorded significant losses on March 14/15 in tune with the overall southbound trend in cryptocurrencies, on the back of a Google action banning all cryptocurrency related advertisements effective June,2018. While the Google action has been seen as the major factor affecting the crypto market sentiments, elsewhere, regulators have also […]
Cloud Security With The Zscaler IPO
In case you haven’t noticed we’ve seen an acceleration of enterprise cloud adoption. Stocks like Nutanix (NTNX), Twilio (TWLO), MongoDB (MDB) and Okta (OKTA) have all taken off in the past few weeks on the back of improving fundamentals. The shift is captured in a quote overheard during an industry conversation – “large companies are now moving their core […]
First Half Of 2018 To See Weak Economic Growth
Stocks Decline Over Trade War Fears The Dow had the worst day of the major indexes as it fell 1%. It underperformed because Boeing fell 2.5%. Boeing is a high priced stock which matters in the price weighted Dow. The S&P 500 was down 0.57% as it makes its way back to the mid point […]
Uranium Continues To Be Mildly Bullish. Time To Accumulate?
The uranium market is one of our favorite markets since October 2016 when uranium markets set a higher low on its secular chart (middle green circle annotated on below chart). That was a first sign of a major trend change, way before the breakout of 2017 took place. Early last year there was this mega […]
USD: Fade Any White House Personnel Driven Rebound In The USD
The US Dollar was rocking and rolling on the reshuffling at the White House. Tillerson and Cohn out, Kudlow and Pompeo in. How should this be traded? Here is the view from Credit Suisse. Here is their view, courtesy of eFXnews: Credit Suisse Research discusses the USD outlook and maintains a bearish bias, arguing that the […]
Venezuela’s 4,000% Hyperinflation ‘Breaks’ Cash-Weighing Scales
Mired in a brutal economic collapse, Venezuela refuses to publish basic statistics. So Bloomberg created their own gauge to measure one of the most important of all the missing figures – inflation (or hyperinflation in this case). Bloomberg created their own gauge, as the name would suggest, it tracks just one item: a cup of coffee served […]
Yield Curve Turns Threatening – Again
For a while there it looked like the blow-off top of this expansion was somewhere in the future. Now it’s starting to look like 2017 was as good as it’s going to get – with serious implications for stocks, bonds and real estate. At least that’s what interest rates now seem to imply. From today’s […]
Soft PPI & Retail Sales Reports
PPI Inflation Index Echoes Recent Trend The recent data for February shows inflation isn’t reaching the same rate it was at in January. It appears analysts got too excited about the reports to start the year. Everyone got on the inflation bandwagon because of low unemployment and the length of this business cycle, but those […]
