Author Archive: Jeremy Parkinson
Don’t Let Big Tech Ruin You
Over the weekend, Barron’s wrote Tech Stocks’ Dominance Poses Risk for Investors. There were a couple of points in there to explore a little further. To the article’s title and first point, technology grew to 25% of the S&P 500 Index. Since the start of my blogging in 2004 I have been writing about how […]
Inflation And Castles Built On Sand
Now that we can stop focusing on the imminent destruction of wealth in the stock market, for at least today (I am underwhelmed at the rebound on light volume), we can get back to something that matters: inflation. The chart below shows a straight, unweighted average of core or median inflation in the US, Europe, […]
Not Your Grandfather’s Trade War: The Revenge Of Bad Money, Part 1
With his China Trade Wars tweet this AM, the Donald has proved once again that he has an uncanny ability to get to the heart of matters….even if by sheer accident! Yet he’s right.The trade war was “lost many years ago” and it’s the reason Flyover America has rallied to his bluster and bombast on imports and the nefarious practices […]
Weekly Update: The Three Largest Cryptocurrencies
With all the focus on bitcoin lately, we’ve added a new weekly update that tracks the three largest cryptocurrencies by market share: bitcoin, Ether, and Ripple. According to Wikipedia, a cryptocurrency is “a digital asset designed to work as a medium of exchange that uses cryptography to secure its transactions, to control the creation of additional […]
Looking For Great Returns This April? 4 Retail Stocks To Buy
A number of factors have kept investors on their toes — thanks to elevated U.S-China trade war tensions, possibilities of three or more rate hikes by the Fed this year, and tech stock related concerns amid stringent regulations related to data privacy and antitrust risks. Without doubt, these issues have spooked the Wall Street. However, […]
Cash Pulls Up The Nat Gas Strip
Prompt month natural gas prices settled up less than a percent today after spiking earlier this morning. This came as Henry Hub cash prices ticked up higher over prompt on the day as well. In our Morning Update we had warned subscribers of exactly that, explaining that cash strength would put $2.72 and even $2.75 […]
Why US Bonds Love Chinese Tariffs
For many, one of the most surprising impacts of the administration’s $50 billion in tariffs on Chinese imports announced recently has been a rocketing bond market. Since a recent low, the iShares 20+ Year Treasury Bond ETF (TLT) has jumped by 2.75 points, the largest move up so far in 2018. The tariffs are a […]
Cryptocurrencies: First Signs Of Stabilization Might Be Extremely Bullish In 2018
It has been a very tough time since early January for crypto investors. At the last day of last year we alerted readers as well as paid subscribers that we believed cryptocurrencies had set a major though intermediate top, in this article Ripple Rises 10-Fold In One Month. Cryptocurrencies Setting A Major Intermediate Top. Our assessment […]
Is Nasdaq Inc Management Utilizing Shareholder Equity Efficiently?
Nasdaq Inc (NDAQ) delivered an above average 13.0% ROE over the past year, compared to the 8.3% return generated by the Financials sector. Nasdaq’s results may indicate management is running an efficient business relative to its peers, which may very well be the case, but it is important to understand what ROE is made up of […]
E Donald Trump Was Elected By Farmers And They Are Worried
Ginseng farmers in the red state of Wisconsin voted for Donald Trump. And they did so knowing their entire crop of cool ginseng is shipped to China! Tariffs are potentially in place for larger crops like Soybeans, as the trade war escalates, but ginseng is included. That ginseng, a desired cool ginseng superior to the […]
