Author Archive: Jeremy Parkinson
This Isn’t Your Grandfather’s (1960s) Inflation Scare
“This reminds me of the late 1960s when we experimented with low rates and fiscal stimulus to keep the economy at full employment and fund the Vietnam War. Today we don’t have a recession, let alone a war. We are setting the stage for accelerating inflation, just as we did in the late ‘60s.” —Paul […]
What Drives Stock Price?
The most basic yet most fundamental question: What drives stock price to move up or down? The magic formula for guaranteeing an investment will rise in value does not exist yet. But there are four things you can depend on for being the strongest drivers of stock price, and to a greater extent, the price or value of […]
Time To Invest In A Generator (Stock)?
The northeast has had a brutal last couple of weeks. Yesterday we saw a third nor’easter bring more snow to the area. The first had wind gusts of 50mph and knocked power out at our office for a week. The second brought close to 2 feet of snow and took down many trees and power […]
Overstock: Overjoyed
My best cash profit from my shorts is from Overstock, which I’ve written about before. I’ve never respected this company, and their latest gambit of going into cryptocurrency compelled me to just short them out of a combination of spite and chart observation. So far, so good… Given their long-term history, my view is that […]
Secular Trends In Employment: Goods Producing Versus Services Providing – Wednesday, March 14
The Department of Labor has monthly data on employment by industry categories reaching back to 1939. At the highest level, all jobs are categorized in either Service-Providing Industries or Goods Producing Industries. The adjacent chart illustrates the ratio of the two since 1939. The latest monthly employment report showed a gain of 313K nonfarm payrolls, […]
Buy The Dip Or Sell The Rally
“Stability breeds instability.” – Hyman Minsky The answer to the title of this article, the polite version of which is “Buy The Dip or Sell The Rally”, may well be the most important question facing stock investors this year and possibly for years to come. The bull market, now almost ten years old, has been […]
Twitter Spikes 6% After Jim Cramer Interview
Twitter (TWTR) is moving higher after the new CFO Ned Segal sat down with Mad Money host Jim Cramer Tuesday night to see what’s ahead for the social media giant. During the interview, Segal told Cramer that “We do feel a sense of humility, but we also know that everybody in the world could benefit […]
3 ‘Strong Buy’ Stocks With Big Catalysts Ahead
Which are three of the market’s hottest stocks right now? I searched for ‘Strong Buy’ stocks with significant upside potential from the current share price- and these three biopharma stocks easily stand out from the crowd. You can see below the upside in green from the current share price to the average analyst price target. So […]
“Gold Rush” Among Central Banks Could Send Gold Prices Soaring To $2,000
iStock.com/Madmaxer Central Banks Making Bullish Case for Higher Gold Prices This statement is going to sound very bold, but it’s worth making: gold prices could be setting up to surprise investors in 2018 and beyond. We could be witnessing the beginning of a bull market in gold. Why should one be bullish on gold prices? […]
New Consumer Credit Index Highlights Cash-Strapped Brits
Across the length and breadth of the country, people are feeling the pinch of tough financial times. The level of hardship experienced can vary greatly between regions, and for the first time in the UK, there is now a consumer credit index which provides media professionals with unprecedented insight into the state of the nation, […]
