Author Archive: Jeremy Parkinson
On The Coming Failure Of Trump’s Tax Plan
Last Wednesday, I wrote about the failure of the Trump presidency, arguing that Donald Trump has failed to deliver any signs that tangible economic benefits are coming down the pike for his working class and blue collar base of support. In fact, this week, it seems more likely that Trump has ‘sold out’ and is turning […]
Bob Evans Farms, Inc. Reports Impressive First Quarter FY 2018 Results And Raises Guidance
Bob Evans Farms, Inc. (BOBE) reports that it is well positioned to continue driving robust growth of their refrigerated sides portfolio with the additional capacity and product capabilities provided through the acquisition of Pineland Farms on May 1, 2017. About Bob Evans Farms, Inc. Bob Evans Farms is a leading producer and distributor of refrigerated […]
Gold Prices Surge To Fresh Yearly Highs As Global Tensions Rise
Mounting geo-political tensions with North Korea and the recent increase in market volatility has continued to fuel demand for the perceived safety of gold with prices continuing to plow higher since early-July. Weakness in the greenback has also contributed to the rally with bullion prices up more than 14% year-to-date. That said, we’re now approaching […]
Doc Copper Trade Completed; Ave Gain = 25%
The Power of the Pattern has shared several times on this blog, that a bullish pattern had formed in Ole Doc Copper. With the bullish pattern in play, we shared with our members and on the blog that Freeport McMoran looked to be a good asset to own a couple of months ago. FCX had formed one of […]
Tech Has The Most Strength, Semiconductors Are Setting Up Nicely As Well
My Swing Trading Approach I’m choosing to stay flexible with my portfolio with a mixture of long and short setups. I don’t have a high degree of trust in this market, so maintaining the ability to flip the portfolio folio in either direction is key here. Indicators VIX – Same story every day – start higher, […]
5 Top-Ranked Stocks To Buy On Record Consumer Confidence
Consumer confidence registered its second consecutive monthly gain in August, indicating that a strong basis for higher expenditure prevails. The Conference Board’s index increased to its second-highest level in 17 years. Consumers’ assessment of current conditions also surged to a record level. Economists have attributed consumers’ new-found confidence to strong labor and equity markets. Steady […]
Gold Hasn’t Lost Its Shine
Gold has been shining bright this year as it slowly creeps up with higher lows. It kept getting stopped at the 123 level – until Monday. It zoomed past that barrier on strong turnover, something I like to see. It has certainly suffered from fits and starts, but given the uncertainties around the world, it […]
Lower Returns For Longer?
Doug Ramsay from The Leuthold Group was interviewed in Barron’s over the weekend. There was one especially interesting point noting that since 1880, a 60/40 portfolio has had an average annual return of 8% but that about half of that (4.1%) has come from dividends and interest. For almost ten years the fixed income portion of this […]
September 2017 Stock Considerations
With a new month quickly approaching it is time, once again, to lay out my potential stock picks and decide where I’d like to deploy my fresh capital for the month of September. After a pretty big month of buying in my account for August, I may have to throttle back some of my investments […]
Quick Thoughts On The Failure Of Fed-Engineered Unemployment
I am a skeptic of thinking about low unemployment as a bad thing – which is what people who think about policy in terms of the Phillips curve do. Now a study by the Philly Fed is saying that the Phillips Curve is a poor forecasting tool. Will this have any meaningful impact on policy? […]
