Author Archive: Jeremy Parkinson
Michigan Consumer Sentiment: June Final Retreats Slightly
The University of Michigan Final Consumer Sentiment for June came in at 98.3, up 0.2 from the May Final reading. Investing.com had forecast 99.2. Surveys of Consumers chief economist, Richard Curtin, makes the following comments: Consumer sentiment retreated in late June to just above the May reading largely due to concerns about the potential impact of tariffs […]
These Are The Cheapest “Market Shock” Hedges Right Now
With the “smart” money (as defined by Don Hays) exiting the stock market in droves, yield curves collapsing (now with extra help from a “Twisting” ECB), extreme speculative positioning in bonds, and a dramatically diverging economic reality from market narratives, the possibility of a crash – Fed triggered or not – is rising. Do ‘they’ know […]
What You Need To Do Before Buying Cryptocurrency
Most people today know at least some things about cryptocurrencies and understand that there is a huge earning potential associated with them. The truth is that we might very well be looking at the future of money. Since the potential is so high, buying cryptocurrency does seem to be a very lucrative long-term investment. This […]
Top Takeaways For The First Half Of 2018
Global stock indexes retreated this week with few exceptions. Surprisingly, two noteworthy winners were Russia, and Mexico. Both, no matter how you look at it, are directly in the crosshairs of the Trump administration. They both improved from bearish to recovery phases. The declines were led by China and other Asian markets. The big question […]
US Stock Markets: Healthy Consolidation Almost Over, New Uptrend May Be Starting Soon
In the month of June U.S. stock markets corrected, and volatility picked up significantly. As always financial media is fast to call the end of the long bull market, and is able to find many ‘reasons’ to justify why a bear market has started. Some of them even call for a stock market crash that is about […]
“2018 Is Looking Increasingly Like 2015”: Why JPMorgan Expects Even More Pain From China
With the yield curve flattening, emerging markets sliding, China’s currency tumbling almost as fast as its equity markets, and the global economy once again on the skid, comparisons between 2018 and 2015 are becoming increasingly louder. Indeed, with the Chinese renminbi losing 3.5% against the dollar over the past two weeks alone, and a sharp […]
Cruise Line Stocks To Buy: Royal Caribbean, Carnival Or Norwegian?
Cruise line operators tend to see immense earnings-per-share growth during times of strong economic growth and as a result, their stocks can do very well during such periods. High levels of growth affords these companies the ability to return cash to shareholders via dividends, making the group of stocks potentially enticing for dividend investors as […]
Economic Data And Forecasts For The Weeks Of July 2 And July 9
Here are my forecasts for upcoming economic data. Forecast Prior Observation Consensus Week of July 2 July 2 PMI Manufacturing Index – June 54.6 54.6 54.6 ISM (Mfg) – June 58.1 58.7 58.3 Construction Spending […]
EUR/USD Forecast July 2-6 – Saved By The Summit, Still Looking Shaky
EUR/USD staged a late recovery on the EU Summit and managed to close the last week of Q2 on higher ground. What’s next? PMI data stands out in the first week of Q3. Here is an outlook for the highlights of this week and an updated technical analysis for EUR/USD. The EU Summit ended with an agreement […]
10 Hot Small Caps Primed For A Winning Streak (Part I)
Despite market jitters, there is one group of stocks that continue to outperform. That’s small caps. “A lot of the money coming into small caps is generated by trade jitters. It’s gotten to the point, where we can’t keep hoping trade will go away as an issue. This is part of the reality that’s coming […]
