Author Archive: Jeremy Parkinson
Virtually Reality Is Literally Here – And This Is The Best Way To Cash In
You’d hardly consider the daily paper to be a pioneer in cutting-edge technology. Sure, most papers maintain a strong online presence – and some are even true innovators. However, most daily papers are slowly dying – and plenty are already kaput. So, it comes as a surprise that Gannett Co. Inc. (NYSE: GCI) – the publisher of USA […]
The “Three Calm C’s” Suggest The Dollar Likely Ranges For A While Still
Quotable “Every parting gives a foretaste of death, every reunion a hint of the resurrection.” – Arthur Schopenhauer Commentary & Analysis The “Three Calm C’s” suggest the dollar likely ranges for a while still. If you’re a longer term trend follower, and you trade the US dollar index using an exchange traded fund, or the listed […]
GDP Growth Estimate For 1Q16 Declines To 1.4%
I recently discussed the point that the US economy is slowing down based on the yield spread. The GDPNow indicator from the Federal Reserve Bank of Atlanta further confirms that the US GDP growth for 1Q16 is likely to be weak. The chart below shows the GDP growth estimate as predicted by the GDPNow model at different times in […]
3 Stocks Replacing Netflix In Every Home
While Netflix is the undisputed king of online streaming right now that might be about to change. These three stocks are fighting to steal customers and market share from Netflix and could end up with a large slice of the $60 billion video on demand pie. Netflix (NASDAQ: NFLX) has become known as the king of […]
The Fed Needs To Get A Clue
When the Federal Reserve released its monetary policy statement last week, there were no surprises — no rate increase, no hint of when to expect an increase and no, well … nothing. Fed Chair Janet Yellen toed that dovish line in a press conference shortly after the statement was released, not budging an inch. While […]
7 Ways To Short Crude Oil Now
Crude oil has had a wild ride this year. It seemed every day in January oil was making new lows before it bottomed in early February at $26.05.The last five weeks have been the opposite, with almost every day a green day for the black gold. Crude oil futures looked to have finally topped out […]
EC Should You Buy A Company After A Dividend Cut?
Should you buy a company after it has cut its dividend? That’s the question Morgan Stanley’s analysts have tried to answer in a European Equity Strategy research note sent to clients today and a reviewed by ValueWalk. Morgan’s research has been prompted by renewed investor interest in dividend cuts. Against a depressed earnings base, the […]
Key Few Weeks For Silver Coming Up
I have written recently about the long-term timing symmetry in silver at the lows in November of 2014 and January of this year. The low in January marked the 50% retracement of the time elapsed between the low in November of 2001 and the high in April of 2011. The secondary low in November of […]
Top Likely
Over the past two weeks I’ve been expecting a short term top (at the least). It appears that the selling has started. The first evidence comes from daily momentum and sentiment for the S&P 500 Index (SPX) generated from the Twitter stream. It printed a -21 on Thursday, which I consider an initiation thrust. When large negative […]
Presenting The Complete Global Currency Swirlogram
In case you missed it, DM central banks are locked in a truly epic FX deathmatch. Sluggish growth and trade and the attendant global deflationary supply glut have left the world stuck in a nauseating, perpetual hangover from the financial crisis. Subpar inflation and disappointing growth have become the norm in developed markets and that’s lured […]
