Author Archive: Jeremy Parkinson
When A Business Leader Dies, Buy Stock
When an iconic business leader dies or suddenly steps down, investors are rattled and the stock price plummets. If history is any guide, one of the best things to do is buy stock. Get on and hold on, as you will likely be rewarded (in some cases, very handsomely). The big idea person may be […]
What Really Happens In Iran?
Iran’s recent volatility reflects US effort to undermine the nuclear accord as Iran is amid economic transition and increasingly looking toward the East. At the end of December, a series of protests against economic policies erupted in Iran. As they spread, their scope expanded to include political opposition. But when President Trump tweeted his support […]
Expected Winners And Losers For Q4 Earnings Season
Things are about to get interesting this earnings season. The banks unofficially kicked off reporting on Friday with mostly good results. JPMorgan Chase (JPM) beat expectations on both the top and the bottom-line, driven by higher investment banking revenues, while equity trading revenues came in flat year-over-year (YoY), and fixed income, currency and commodity (FICC) […]
Weak Dollar, Flawed Intel Chips, And The Stock Of 2018
The year is off to a hot start with the dollar sinking and the price of crude oil going up. This week, Eric talks more about the “shockingly weak dollar,” the economic weakness in the U.S., and the continuing fraud of the COMEX. But this week, he zeroes in on perhaps the strongest argument for […]
Energy Sector To See Strong Growth In Q4: 5 Top Stocks To Buy
As we enter the Q4 earnings season, this week will see reports from key energy companies. The partial recovery in crude price has strengthened the financial metrics of the energy sector — and helped them pay off a part of their huge debt. The sector now has sufficient net operating cashflow to fund their capital […]
Cowardly Lions – Part One
The entirety of 2018 has been paradise for bulls. Triple-digit gains on the Industrials every day. Not a single down day – – not one! – – for the Dow Transports. No bad news, either political or financial, shakes the market.i Steadfastly contrarian soul that I am, I present to you a smattering of shorts which, even in this horrible […]
This Controversial Industry Is Here To Stay
It’s hard to tell when a stock is at the end of a strong run, or if the broader market is running out of steam. But one thing to look for is how stocks react to bad news. The more sensitive the stocks are to the bad news, the closer we are to the end […]
The Dollar Is Collapsing
The last four days have seen the US Dollar plunge 2% – the biggest drop since June 2016… As the chart suggests, there is a key driver of the dollar’s moves. One might argue that the Renminbi has been a more stable store of value to the Dollar in recent months. The dollar is now pushing precariously […]
HH Has Brexit Boosted The British Economy?
Forecasts of the economic consequences of Brexit are gloomy and pessimistic in the case of the Remainers, and upbeat and optimistic for the Leavers. In the Treasury report on the long-term effects of Britain leaving the European Union published in April 2016, for example, all the leave scenarios were pessimistic. The worst case scenario predicted that the […]
4 ETFs Set To Surge In Q4 Earnings
The fourth-quarter earnings season is expected to be strong, with earnings growth likely to pick up and continue accelerating after dipping in the preceding quarter. The S&P 500 index is anticipated to see earnings growth of 9.2% and revenue growth of 7%. The market is also at record levels, scaling series of highs at the start of […]
