Author Archive: Jeremy Parkinson
Vector Group: How Safe Is The Sky-High Dividend Yield?
Tobacco stocks such as Altria (MO) and Philip Morris International (PM) have long been favorites for dividend investors seeking generous, secure, and steadily growing yields. However, with massive consolidation in the tobacco industry, courtesy of the secular decline in world smoking rates, the number of quality tobacco blue chips continues to decline. Vector Group (VGR) is now the highest-yielding […]
Fed Hike In March May Not Be Bad News For Gold
After a challenging Q4 in 2016 in a context of rising bond yields and a stronger US dollar, gold seems to be getting its shine back in Q1. The technical picture is beginning to look a little more constructive and the “reflation trade”, spurred on further by expectations of higher infrastructure spending and tax cuts in […]
The Next Big Catalyst For Gold
We discuss what could finally get precious metals going. Video Length – 00:13:04
No – The Oil Market Is Not Fixed!
We discuss the API Report, and what it means for the Oil Market on Wednesday in this video. We blow through the previous Record High Oil Storage Levels Tomorrow! Video Length – 00:04:10
Diving Into The IMF’s Global Housing Update: Bubbles And Busts
The IMF’s Global House Price Index, an average of real house prices across 57 monitored countries, continues to climb. The index shows sixteenth consecutive quarters of positive year-on-year growth. However, house prices are not rising everywhere around the world. Three Different Paths Since 2000 National Index vs. Major Cities Price Divergences On Australia, IMF assessment points […]
When Will Stock Market Volatility Return?
In this month’s video, I look at key trends developing in global stock and bond markets. Chart review includes analysis of large-cap, small cap, emerging market, high yield, interest rates, and gold prices. Observations of risk and reward are noted throughout with an emphasis on caution for new money at this phase of the rally […]
China And Reserves, A Straightforward Process Unnecessarily Made Into A Riddle
The fact that China reported a small increase in official “reserves” for February 2017 is one of the least surprising results in all of finance. The gamma of those reserves is as predictable as the ticking clock of CNY, in no small part because what is behind the changes in those balances are the gears […]
Agriculture Markets Report – Tuesday, March 7
A review of the day’s trading in the agriculture markets. Video Length – 00:08:52
My Watch List For All Stocks Bearish Following End Of Day Sell-Off
That was one nasty market sell-off at the close today (comparatively speaking). Plenty of people were selling stocks, myself included. The biggest concern for me right now is that only 49% of stocks are trading above their 40-day moving average. That is with us only being about a week removed from having established all-time highs. […]
This Is Not Selling – Yet
For the 4th consecutive trading day stocks ended slightly lower or unchanged. After the March 1st break out day the major indexes are near the low of that day. Since then there has been Fed comments that took the probability of a March interest rate hike to 84%. Here’s what to expect the higher Fed […]
