Author Archive: Jeremy Parkinson
Market Gods Are Angry: Bulls Hit By Tax Cut Delay, Junk Bond Drama, Nikkei Jitters (Full Text Of Amended GOP Bill)
Well, if you’re in risk assets – or short vol. – you probably feel like the world is conspiring against you on Thursday. And if that’s you well then on behalf of the bears and the long vol. crowd, allow us to ask you the following: “how’s it feel motherfucker?” You’ve got three things working […]
Could A Commodity Rally Help Spark Silver?
While it is widely believed that commodities are one of the few “undervalued” sectors, sustained rallies have been hard to find over the past few years. Could all that be finally beginning to change? The key to any commodity rally is weakness in the US dollar. Most commodities trade in dollar terms so a rising […]
Cannabis Stocks Break Out Of A Year Long Consolidation
The three main cannabis stocks that I follow exploded higher on massive volume increases over the past couple of weeks. Not only that but their recent moves busted them out of a year long consolidation in a very bullish manner. All three of these stocks were 5 to 6 baggers in 2016, and spent about […]
Introduction To International Frontier Resources – Oil In Mexico
Chris Temple introduced International Frontier Resources (TSX.V:IFR and OTCQB: IFRTF) to me at the New Orleans Investment Conference. After doing my DD I thought it would be good to introduce the Company to all of you. Steve Hanson the CEO and President joins me to share the details of his Company. IFR is focused on […]
The Evidence Is Piling Up
I have been a bond bear for a while. Back in the summer of 2016, I spoke at a small conference out in San Diego. My topic: how interest rates were going to go up. It didn’t go over very well with people. One guy in the front row got really upset, and started sputtering […]
5 Stocks To Buy As Asian Markets Flirt With Record Highs
On Nov 9, Asia’s stocks gave up some of their early gains after breaching a decade-old record, early in the trading session. The Nikkei 225 also raced passed its highest level in nearly 25 years before ending the day lower, likely due to profit taking. Despite a slightly underwhelming outcome for Asia’s markets by the […]
Macy’s (M) Q3 Earnings Beat, Sales Miss, View Reiterated
Macy’s, Inc. (M – Free Report) posted second straight quarter of positive earnings surprise, when it reported third-quarter fiscal 2017 results. However, total sales fell short of the consensus mark after surpassing the same in the preceding quarter. Nevertheless, management retained its fiscal 2017 view. Let’s Delve Deep Macy’s posted adjusted earnings of 23 cents a share that […]
More Thoughts On Bitcoin
Following up on our recent commentary, and with permission, we continue to quote the excellent work of Nick Colas and Jessica Rabe of DataTrek Research. In this segment, Nick focuses on the question “Are cryptocurrencies an asset class?” “Over my 30+ year career on Wall Street, I have seen scores of investments touted as an […]
