Author Archive: Jeremy Parkinson
Natural Gas Ticks Higher As Summer Contracts Catch A Bid
The prompt month May natural gas contract rose a bit more than half a percent today as the summer contracts caught more of a bid. After gapping up weakly, prompt prices were unable to continue much higher, settling right at the $2.752 level they opened at. Through the day contracts at the front of the […]
It’s Not China That’s Dumping US Treasuries…
Recent fears, warranted or not about the potential for retaliatory liquidation by China of its US Treasury holdings appear to have been exaggerated because according to the latest TIC data released, the trade-war enemy added $8.5 billion in TSYs in February (the most of any nation and the biggest monthly addition in six months)… But while […]
Why Acacia Communications And Lumentum Holdings Are Cratering
Shares of Acacia Communications (ACIA) and Lumentum Holdings (LITE) both fell hard today. This is because one of their largest potential customers, China’s ZTE has been banned. What is going on? The U.S. Department of Commerce is banning American companies from selling components to Chinese telecom equipment maker ZTE Corp for seven years for violating the […]
Stay Safe In An Unstable Market : 5 Top-Ranked Value Picks
The U.S. stock markets have been witnessing volatility since February 2018. In fact, two major stock indexes — Dow 30 and S&P 500 — are lingering in negative territory so far this year. Notably, a series of political issues have taken a toll on the stock markets overshadowing the solid growth outlook. The recent stock […]
Rosenberg Say Buy Gold, Buy Oil, Buy Commodities
Economist David Rosenberg expects the US dollar to fall. His Recommendation is to buy commodities Tell me the USD does not have considerable more downside potential. Buy gold. Buy oil. Buy commodities. pic.twitter.com/msoT1ZCSyQ — David Rosenberg (@EconguyRosie) April 16, 2018 That image of the dollar index is relative to June 2001. This is the chart […]
The Big Four Economic Indicators: March Real Retail Sales
Note: With the release of March Retail Sales and the Consumer Price Index, we’ve updated this commentary to include the latest Real Retail Sales. Official recession calls are the responsibility of the NBER Business Cycle Dating Committee, which is understandably vague about the specific indicators on which they base their decisions. This committee statement is about as close […]
Don’t Get Emotional When Investing In Healthcare
The healthcare sector is my favorite sector to invest in, both long and short term. Long term, demographics practically ensure that the sector will remain healthy (pun intended) for years to come. Ten-thousand baby boomers turn 65 every day. A few decades from now, when the baby boomer population has dwindled, the next large population […]
The Pension Time Bomb: $400 Trillion By 2050
Are governments making promises about pensions that they might not be able to keep? According to an analysis by the World Economic Forum (WEF), there was a combined retirement savings gap in excess of $70 trillion in 2015, spread between eight major economies… The WEF says the deficit is growing by $28 billion every 24 […]
Volatility Contracts Providing A Trade Setup
Video length: 00:11:24 In this video newsletter update we give you an update on a few of the trades put on last week. Plus watch this video right now for the trading opportunity in the VIX you can’t afford to miss. An almost risk-less trade is setting up in the market…
