Weekly Gold And Silver Update: The Correction Is Over
Apr 16, 2017
Jeremy Parkinson
Finance
Our proprietary cycle indicator is now up. The gold sector is on a long-term buy signal. Long-term signals can last for months and years and are more suitable for investors holding for long term. The gold sector is on a short-term buy signal. Short-term signals can last for days and weeks, and are more suitable […]
What Bullish Sentiment Means For Oil Prices
Apr 16, 2017
Jeremy Parkinson
Finance
$OSX is on a major buy signal, which can last for months and years. Speculative sentiment, according to open interests in the Commitment of Traders report, suggests that current sentiment is too bullish to support overall higher prices. What appeared to be a breakout this week was promptly reversed, thus resulting in a trend that […]
All Aboard The Geopolitics Train! “Thoughts For The Week Ahead”
Apr 16, 2017
Jeremy Parkinson
Finance
All aboard the geopolitical risk train! It took one Brexit, one Trump, a close call with Geert, 59 Tomahawk missiles, and a whole helluva lot of Pyongyang saber rattling, but everyone is finally coming around with regard to the fact that geopolitics is going to be the dominant driver of asset prices in a post-central bank […]
Markets Net Bearish Technically
Apr 16, 2017
Jeremy Parkinson
Finance
It has been a while since markets were net bearish, but the S&P, Nasdaq, Nasdaq 100, Dow Jones Industrials and Russell 2000 are all now net bearish in technical strength. Adding to this is a number of these indices have also broken from support channels. The best case for bulls is that markets shift sideways […]
Toyota Could Go Either Way
Apr 16, 2017
Jeremy Parkinson
Finance
Toyota (TM) hasn’t had the best of times in the market as of late. In fact, the stock has been on the decline for about three months at this point. Looking at the chart, the knee-jerk reaction may be that this thing is going to continue to fall. However, that may not be the case. […]
Weekly Perspective For The Week Ending April 14
Apr 16, 2017
Jeremy Parkinson
Finance
Here’s The Most Important Thing You Missed On Friday
Apr 16, 2017
Jeremy Parkinson
Finance
Remember this chart from Citi’s Matt King? That right there is your global credit impulse, and as you can see from the preponderance of red (which I assume Citi used in a kind of tongue-in-cheek way), China is almost the sole source of private sector credit creation. What does that mean? Well, in the simplest […]
Emerging Markets: Preview Of The Week Ahead – April 17
Apr 16, 2017
Jeremy Parkinson
Finance
EM FX was mostly firmer last week, helped by Trump comments and softer US data. While this seems positive for EM, the global backdrop remains uncertain. Some in EM (Russia, Turkey, and Korea) remain vulnerable to geopolitical concerns. In addition, idiosyncratic domestic political risks remain in play for other EM countries, such as Brazil, South […]
Investors Fret As Politics Override Bank Earnings
Apr 16, 2017
Jeremy Parkinson
Finance
The investment world is often thought of as conservative, traditional, middle of the road, and one that conforms with the norms of society. Increasingly, especially as the digital age continues to transform our world, these staid notions are being replaced with wild extremes. For example, financial advisers have typically run a relationship business based on […]
Why Meredith (MDP) Is Up 4.9% Since The Last Earnings Report
Apr 16, 2017
Jeremy Parkinson
Finance
A month has gone by since the last earnings report for media company Meredith Corporation (MDP – Free Report). Shares have added about 4.9% in that time frame, outperforming the market. Will the recent positive trend continue leading up to the stock’s next earnings release, or is it due for a pullback? Before we dive into how investors and […]