Author Archive: Jeremy Parkinson
The Dow At 25,000 – Year Of The Earth Dog
On December 4th I wrote: The last time I used Terror in the Dow was from the Twilight Zone episode when William Shatner sees a gremlin on the wing of the airplane he’s flying in. That was when the Dow tried for 18,000. Investors got super bullish as the Dow tried to clear 18,000. Yet, each time that […]
United Continental Remains A Strong Buy
United Continental Holdings, Inc. (UAL), together with its subsidiaries, provides air transportation services in North America, the Asia-Pacific, Europe, the Middle East, Africa, and Latin America. The company transports people and cargo through its mainline and regional operations. As of December 31, 2016, it operated a fleet of 1,231 aircraft. United Continental Holdings, Inc. also […]
Stocks And Precious Metal Charts – Non-Farm Payrolls Tomorrow
Stocks were on the move higher again today, with the Dow Jones ‘Industrials’ breaking through 25,000 for the first time. The dollar was lower, giving back that little bounce rally it caught yesterday, and thereon gold and silver continued to rally higher. The winds were howling today, blowing the newly fallen snow into drifts.The air […]
How To Plan For Retirement In 2018
It’s a new year… which means a new set of retirement savings deadlines. So it’s time to do my obligatory beginning-of-the-year nagging. Think of it as a New Year’s resolution for your 401(k) plan. If you’re self-employed, you have until April 17 to make your 2017 contribution to your Individual (Solo) 401(k) or SEP IRA. […]
Global Asset Allocation Update – Thursday, Jan. 4
There is no change to the risk budget this month. For the moderate risk investor the allocation to bonds is 50%, risk assets 45% and cash 5%. The extreme overbought condition of the US stock market persists so I will continue to hold a modest amount of cash. There are some minor changes within the […]
Hot Options Report For End Of Day – Thursday, Jan 4
Top tickers for the end of the day: BAC, JCP, AAPL, KO, RCII and DAL.
Sandstorm Gold 2017 Production Figures
Today Sandstorm Gold (SAND), one of my favorite streaming companies, announced production figures for 2017. Here is the chart showing historic figures: source: Simple Digressions The picture is clear – there is steady growth at Sandstorm. Each year the company adds new streaming / royalty contracts and lifts up the amount of gold equivalents delivered. However, […]
David Tepper: Stocks Are Just As ‘Cheap’ Now As They Were Last Year
Look at where multiples and rates were in 1999. I’m not saying stocks are screaming cheap, but you’re nowhere near an overheated market. Any comparisons to past overheated markets are ridiculous. That’s what David Tepper told CNBC back in September and by God, he’s sticking with that assessment in the new year. Who knows, maybe […]
S&P 500 Tops 2,700: ETFs & Stocks Outperforming To Start 2018
The U.S. stock market witnessed a strong start to 2018 given that last year’s bullishness remained intact. The S&P 500 index topped 2,700 for the first time led by technology stocks. Investors are bargain hunting tech stocks after the recent sell-off given the high potential of growth in the sector. In particular, chipmakers are driving […]
Alternative Investment ETFs’ Year-End Review
My New Year’s resolution for 2018 is to check my calendar more closely. I slipped badly in 2017 when I failed to offer a year-end review of alternative investment ETFs until May. I blamed the delay on last year’s political and financial mishegas. Not that there’s any less of that in 2018; I’m just not […]
