Author Archive: Jeremy Parkinson
Homebuilder Industry Stock Outlook – April 2016
After a good run in 2015 — possibly the best since 2007 when the housing recession had set in — the housing market had a shakier start this year. The relentless drop in oil prices, China growth worries, sluggishness in other emerging markets like Brazil and Russia, and slowing growth in Japan and Europe, slumping […]
Red Dragon Awakes: Chinese Equities On The Move
It’s no secret that Emerging Markets have been outperforming U.S. Equities since mid-January. We get it, the financial media loves to look at U.S. equities. That’s their problem. We aren’t myopic. Instead, we like to look globally across all asset classes to find opportunities. Why would we ever want to limit ourselves? There is so […]
E BlackBerry: It’s Time To Do This One Thing
BlackBerry’s (BBRY) quarterly results left a poor taste for investors. Overall revenue fell as SAF (system access fees) continued falling. The pace of recovering the SAF drop with software and hardware sales simply is not there. BlackBerry is constrained, but now it must double-down its efforts. How? Focus on hardware, with the singular goal of […]
The Committee To Destroy The World
It’s nearly 2 in the morning, and I’ve just arrived in Dallas, having flown here from San Francisco. On the flight over, I got a chance to read a new book that my publisher (John Wiley) just sent to me. The book is called The Committee to Destroy the World: Inside the Plot to Unleash […]
Are Markets A Joke?
via GIPHY Markets are a joke to some, certainly. First let’s start with Friday’s economic data. The always bullish financial media described them as “solid” which is the only term they know these day’s as it’s been adopted by Yellen. So, why not use it? The Employment Report made for a positive headline (solid) saw […]
E Is High Yield Signaling An All Clear?
In case you haven’t noticed, the high yield bond market has been rejuvenated lately to unbear-like behavior.The HYG high yield corporate bond ETF is actually up more than the Dow YDT, putting it ahead of about everything except utilities and gold. The inflows into these bonds have been looking up recently as an article “High Yield Market Technicals” […]
The Trade Wars Begin: China Retaliates To Steel Tariffs With Global Anti-Dumping Duties
When looking back in history, December 23, 2015 may be the date the global trade wars officially began. On that day, as we reported at the time, the U.S. imposed a 256% tariff on Chinese steel imports. It did so perhaps with good reason: with its local end markets mothballed, China was desperate to dump […]
From $10 Billion To Worthless In 8 Months: Solar Hype Financial Engineering At Its Finest
In one of the largest financial collapses in recent years, SunEdison (SUNE), valued at $10 billion in July, now prepares for bankruptcy. How do you do that? Cheap money (thank the Fed) and financial engineering (thanks to company wizards who no doubt saw this coming and cashed out long ago). The Wall Street Journal notes […]
E The Portfolio That Will Double In Three Years
Below, I have listed a portfolio of ten stocks that will almost certainly double in three years. If I am wrong, it will gain 100% in only two years. But there is a catch. This basket of stocks may have to drop 20%-30% first. It is a cardinal rule of investment that if you want […]
