Author Archive: Jeremy Parkinson
10 Resource Stocks With Outperformance Expectations
Written by SmallCapPower.com The key, as always, is choosing the right stocks, at the right time…so we chose companies with one or more of the following attributes: industry leaders, a top-notch project that more than one expert likes, and/or big-money backers. and, for the purpose of this exercise, we’ve tried to include as many different […]
Impact Of Global Recession On US Corporate Profits
In my last article, I discussed that we are dangerously close to global recession as the services sector activity slumped in February 2016. This article discusses the impact on US corporate sector profits if the rest of the world enters recession. The reason for this discussion is to underscore the point that even if US economic growth […]
COT Reports For Gold And Stocks
While I’ve done my best to try and dissuade people from selling short, there are always going to be plenty of traders that insist on doing things the hard way. If you are determined to make it as hard as possible to turn a profit then at least have the patience to wait until you have the odds […]
The Economy Keeps Stumbling Along
Once a month, I assemble an economic forecast based on analysis of various data points which have led the economy. Historically, most of the time the economy trends up or trends down – but recently the economy simply has been frozen with little change in the rate of growth. My view of the economy is […]
Healthcare Is About To Surpass Housing As The Biggest Source Of American “Growth”
Following yesterday’s breakdown of 2015 GDP growth components, there was little surprise that the biggest source of “growth” for the US economy in the past year was healthcare growing at an absolute dollar pace nearly double that the second highest category (recreational vehicles of all things, because in the eyes of the BEA the US has gone on […]
Greenback Finds Better Traction
The US dollar rose against all the major and most emerging market currencies last week. After selling off following the ECB and FOMC meetings, the dollar found better traction. It was helped by widening interest rate differentials. Regional Fed manufacturing surveys for March suggest the quarter is ending on a firm note. With new orders rising, […]
Chart Of The Day: Global Recession Is Coming
Going by the collapse in the Purchasing Managers Index for February 2016, it is entirely likely that the world is headed towards recession sooner than expected. The chart below gives the manufacturing, services and composite PMI for February 2016 and its clear that services sector activity has slumped. Global manufacturing sector is unlikely to be the […]
Jim Rickards ‘New Case For Gold’ At The Foreign Correspondents Club Of Japan
“Gold is not an investment, because it has no risk and no return. Warren Buffett’s well-known criticism of gold is that it has no return and therefore no chance of compounding his wealth. He is right. Gold has no yield; it is not supposed to, because it has no risk. If you buy an ounce […]
Deutsche Bank’s Dire Warning On Global Trade: “The Currency War Is Futile”
“It’s almost like the timing belt on the global growth engine is a bit off or the cylinders are not firing as they should.” That’s from WTO chief economist Robert Koopman, and it’s a quote we’ve used on a number of occasions. Koopman is referring to the fact that for several years in a row, the […]
