Author Archive: Jeremy Parkinson
Will Gold’s Multi-Year Down Trend Resume In Q2?
Gold embarked on an aggressive recovery in the first quarter of 2016, buoyed by a slump in Federal Reserve rate hike expectations. A dovish shift in investors’ policy bets reduces the opportunity cost to owning gold versus interest-bearing assets while boosting demand for alternative stores of value to hedge against increased inflation risk. Prices traded […]
Insider Weekends-March 27, 2016
Insider buying decreased significantly last week with insiders buying $38.86 million of stock compared to $269.24 million in the week prior. Selling also decreased significantly with insiders selling $635.25 million of stock last week compared to $1.33 billion in the week prior. This muted activity is not unusual as we approach the end of the quarter and most companies […]
Country ETF Update
The theme for Single Country ETFs over the last month is either countries that produce a lot of natural resources (commodities) or countries in which sane people don’t invest. Okay, maybe sanity isn’t the proper metric but surely investors who can’t afford to take a loss shouldn’t be investing in Russia, Peru or Turkey, all […]
How Big Is The “Gig” Economy? What About “Permatemps”?
I just looked up the term “gig”. Merriam-Webster provides 4 definitions: “Something whirled, someone of grotesque appearance, a rowboat, and a two-wheeled one-horse carriage”. Clearly that’s not what we are talking about. Even the Urban Dictionary is behind the times with its description “A live performance, either musical, theatrical, or physical.” Curiously, the Urban Dictionary managed to misspell […]
How We Knew Valeant Pharmaceuticals Would Blow Up
In this video we explain how we researched Valeant Pharmaceuticals before its big earnings dive. Valeant Pharmaceuticals PDF here, video below of the details behind our research that led us to publish multiple warnings on Valeant Pharmaceuticals (VRX) stock, which dropped 50% on March 15. (The following was published on March 15) Valeant Pharmaceuticals (VRX: $36/share) […]
Forex Forecast: Pairs In Focus March 27, 2016
The difference between success and failure in Forex trading is very likely to depend upon which currency pairs you choose to trade each week, and not on the exact trading methods you might use to determine trade entries and exits. Each week I am going to analyze fundamentals, sentiment and technical positions in order to […]
Hugh Hendry: “If China Devalues By 20% The World Is Over, Everything Hits A Wall”
Once upon a time Hugh Hendry was one of the world’s most prominent financial skeptics, arguing with anyone who would listen that the status quo is doomed and that central planning will never work. Most famously, back in 2010 during a BBC round table discussion with Jeffrey Sachs and Gillian Tett when discussing Europe’s crashing experiment with […]
Getting Busy Next Week: Non-Farm Payroll And Yellen Stand Out
After a long weekend in some places, we have a busy week in the turn of the month: the usual Non-Farm Payrolls report is preceded only by few data points, raising the level of uncertainty. Earlier, Fed Chair Janet Yellen could weigh on the dollar by clarifying the confusion between the hawks and the doves. […]
Chinese Yuan Tracks Market Moves More Closely – The New Normal?
Fundamental Forecast for the Yuan: Neutral FX Regulator Says China Is Prepared PBOC Governor Said Developed Markets Help to Offset High Debt What Are the Traits of Successful Traders? Get FXCM’s Free New eGuide This week both the offshore Yuan (CNH) and onshore Yuan (CNY) posted its largest weekly of the year on strong US Dollar gains. The […]
Hedged And Inverse Bond ETFs To The Rescue If Rates Rise
The behavior of the fixed income market is different this week from recent weeks. This is because a few hawkish comments from some Fed officials completely ruled out the dovish mood felt after the Fed announced no rate hike in its latest meeting and cut the number of projected rate hikes for this year (read: Buy […]
