Author Archive: Jeremy Parkinson
Dow Struggles Continue As Tech Breakouts Hold
There wasn’t a whole lot going on today which was different to Friday. Breakouts in the Nasdaq, Nasdaq 100 and Semiconductor Index remain in effect while the Dow Jones Industrial average took an early hit in profit taking but on lighter volume. Relative performance remains particularly ugly. The Semiconductor Index, Nasdaq and Nasdaq 100 […]
Consider Equity REITs For Your Next Investment: Realty Income, Inc.
I recently wrote an article for Sure Dividend entitled “Consider Equity REITs for Your Next Investment“.In that article, I listed nine equity REITs for dividend investors to consider in light of the drubbing that REIT valuations have recently taken due to fear of rising interest rates and to capitalize on the pass-through provision for REIT […]
E Corn Prices Remain Bullish
Corn futures in the May contract are unchanged this Monday afternoon in Chicago currently trading at 3.90, a bushel rallying off session lows as the market is now looking for some fresh fundamental news to dictate short-term price action as corn reacted bullishly off of the USDA crop report released last Thursday sending prices to […]
AUD/USD – More Gains Ahead?
AUD/USD traded higher today, extending its gains on the back of U.S. dollar weakness. While there were no Australian economic reports released overnight, AUD/USD traders were relieved that Australia has also been granted an exemption from Trump’s trade tariffs. Although Australia’s steel and aluminum exports are nominal (only about US$213 million each), psychologically this decision […]
Bond Retreat
Ten years ago today, one of Carlyle Group’s mortgage funds, Carlyle Capital Corp (CCC), was seized by creditors. Precipitated by dwindling liquidity, the fund’s effective insolvency would amplify those global “dollar” pressures and lead to Bear Stearns’ untimely demise mere days later. The fund’s corporate parent issued a statement on March 6, 2008, that read: […]
EC Winners And Losers In A Trade War
The prospects of a trade war have increased. The second year of the Trump Administration has begun with a serious provocation. Duties and quotas on washing machines and solar panels were consistent with the defenses against dumping and unfair subsidies of previous administrations. However, the tariffs slapped on aluminum and steel were exceptional. The justification […]
9-Year Bull To Roar High: Bet On The Best Leveraged ETFs
As the U.S. bull market turned nine on Mar 9, major bourses saw tremendous upside suggesting that the market still has legs. The S&P 500 index has quadrupled from the bear-market bottom of 676.53 hit on Mar 9, 2009 — representing the second-longest and second-strongest bull market in history. The trend is likely to continue […]
XPO Logistics Inc. (XPO): Here’s Why Mar Vista Investment Partners Likes It
Mar Vista Investment Partners, a California-based minority-owned investment management firm, is bullish on XPO Logistics Inc. (NYSE:XPO). In its Q4 investor letter – you can download a copy below– the firm discussed its investment thesis on XPO, noting that the market undervalues CEO Bradley Jacobs’ strategy and the company’s “unique collection of technology, software and data.” In this […]
Mapping The Top Export Of Every Country
In a global market with (mostly) free trade, it’s common to see economies that are very specialized, each producing specific goods based on the competitive advantages, incentives, and resources they have available. Whether those inputs are inexpensive labor, ample amounts of natural resources, or a surplus in engineering talent, countries can use these advantages to […]
The Market’s Nine-Year Itch
On October 15, 2014, I wrote a piece called “When Something Itches, The Tendency is to Scratch It.” 4 years later, instead of a young and gorgeous Marilyn Monroe standing above the subway waiting for the breeze to lift her skirt, we have a plastic, painted cast of a voluptous woman who is starting to […]
