Author Archive: Jeremy Parkinson
Top 4 GARP Stocks To Scoop Up Right Now
Investors following the growth or value strategy are always on the lookout for stocks that are poised to see strong growth and are available at a discount. Growth at a reasonable price or GARP investing is a strategy that takes care of these criteria. The GARP approach prefers stocks that are priced below the market […]
Brexit Is Pandora’s Gift To Britain
Saul Leiter Raining on two 1957 First of all, let me reiterate that I don’t think Brexit is a bad thing per se. Getting rid of Brussels is at least as much of a relief as it is a headache. Moreover, Britain needed a makeover, badly, as has ironically been shown especially after the referendum. But as […]
Buying Yen – A Truly Contrarian Call
I am aware of all the doomsday Yen hyper-inflationary predictions due to their soaring debt-to-GDP ratio. And these Japanese bears very well might prove correct… In the long run. But as Mr. Keynes taught us, the long-run is an awfully long time. In the meantime, I think there is a terrific opportunity in Japanese assets, […]
The Teflon Market
Despite a seemingly endless number of events that investors could easily use as justification to take profits, US equities just keep marching higher. While the magnitude of the gain this year has been far from record-breaking for a calendar year, the consistency has been without precedent by some measures. The tables below from our most recent Bespoke Report […]
Oil Prices Moderate On Rising U.S. Oil Rigs
Global oil investors have started holding back on growing U.S. oil rigs, even as OPEC promise to extend production cuts through the end of 2018. U.S. oil rigs rose to 749 last week, the largest level since September, according to Baker Hughes report. Prompting investors and traders to pullback on concern that growing Shale production […]
Nasdaq Is Getting Slammed As Dow Soars
The overnight exuberance in US equity futures is being sold a little at the open, with – most notably – Nasdaq now back underwater from before ABC’s fake news Flynn story on Friday… Across asset classes – the unwind of Friday’s panic moves is complete, but the rotation out of tech is clear… Semis […]
Just Another Manic Monday – Tax Free Edition
The tax bill passed! That’s right, the GOP Senate passed the Trump Tax Plan when all the GOP Senators voted for it – what a surprise. In other news, water is wet. Still, the markets are acting like it’s a surprise with the Dow up 227 points in pre-market trading and that’s up about 500 […]
Regression To Trend; Another Look At Long-Term Market Performance
Quick take: At the end of November the inflation-adjusted S&P 500 index price was 112% above its long-term trend, up from 109% the previous month. About the only certainty in the stock market is that, over the long haul, over performance turns into under performance and vice versa. Is there a pattern to this movement? Let’s […]
This Time Is Different, It Just Ends The Same
This past weekend, I was in Florida with Chris Martenson and Nomi Prins discussing the current backdrop of the markets, economic cycles, and future outcomes. A bulk of the conversations centered around the current “everything bubble” that currently exists globally. Elevated valuations in stock prices, extremely low yields between in “junk bonds,” or intense speculation around “cryptocurrencies” all suggest we have […]
Silver’s Positive Fundamentals Due To Strong Demand In Key Growth Industries
– Increased efforts in green energy and advanced technology set to boosts silver’s demand – Four-year supply deficit set to increase due to fewer mine openings and discoveries – Bank manipulation may be why silver underperforming – TD Securities and the Bank of Montreal expect silver to be best performing precious metal in 2018 – […]
