Category Archive: Finance

Major Long Term Opportunities Brewing In The Canadian Market

Major Long Term Opportunities Brewing In The Canadian Market

Although broad stock market indices in the U.S., U.K. and Germany have broken out strongly we still see some huge potential in indexes that are on the verge of a big breakout. We observe the most juicy opportunity in Canadian markets, in the S&P/TSX Composite index. The historical TSX Composite chart shown below shows that […]
Norway’s $1 Trillion Wealth Fund Gains 3.2% In Q3 As 70% Equity Allocation Pays Off

Norway’s $1 Trillion Wealth Fund Gains 3.2% In Q3 As 70% Equity Allocation Pays Off

Last December we joked that the Norwegian sovereign wealth fund had responded to sinking returns and withdrawals required to fund budget deficits by allocating another $130 billion in assets to what appeared to be an already massively overpriced equity bubble in return for an extra 40bps of “expected average annual real returns” (see: Norway Buying $130 […]
5 Hot Stocks From Wall Street’s Top 25 Analysts

5 Hot Stocks From Wall Street’s Top 25 Analysts

Which stocks are the Street’s very best analysts recommending right now? We turned to the popular Daily Analyst Ratings tool to pinpoint stock recommendations from the Top 25 Analysts on TipRanks. These analysts are the best out of over 4,700 tracked analysts. They regularly crush the market with their accurate stock ratings and analysis. To find these 5 […]
Weekly Economic & Political Timeline – Sunday, October 29

Weekly Economic & Political Timeline – Sunday, October 29

This week will see a very heavy news agenda, with the key Central Bank input coming from the U.S.A. and Japan and the U.K. It will be an extremely important week for the U.S. Dollar, with three major items coming that will have a major effect upon monetary policy. There are few weeks with a […]
Gold – The Monotony And The Destiny

Gold – The Monotony And The Destiny

We start by dusting off our dog-eared Funkin’ Wagnalls dictionary: ■ mo·not·o·ny noun: lack of variety and interest; tedious repetition and routine.“Gold’s state of being forever stuck in the $1,200s is one of monotony.” ■ des·ti·ny noun: an event that will necessarily happen to a particular thing in the future.“Gold’s date of being priced beyond $2,000 is one of […]
A Safe Haven Forecast For 2018: Watch The Correlation Between Gold And The Japanese Yen

A Safe Haven Forecast For 2018: Watch The Correlation Between Gold And The Japanese Yen

Gold and the Japanese Yen are widely accepted as safe havens. Given recent turmoil in the geopolitical landscape, with major events occurring like the threat of a nuclear war, Brexit and a European split up, and the likes, the question is why safe havens are not reacting stronger. Moreover, what can we expect from these […]
S&P 500, FTSE Face FOMC, BoE; DAX Looks To Extend ECB-Rally

S&P 500, FTSE Face FOMC, BoE; DAX Looks To Extend ECB-Rally

  S&P 500 Next week is a busy one on the fundamental-front. We begin a new month on Wednesday, and with it brings the November FOMC meeting. The market, as per the CME FedWatchTool, shows Fed fund futures pricing in virtually no chance of a rate increase. However, at this time there is a 98% […]
Here We Go Again: Sacramento Sells $425,000 Pads With No Money Down

Here We Go Again: Sacramento Sells $425,000 Pads With No Money Down

There were plenty of bad actors that contributed to the housing crisis in 2009…the banks that underwrote mortgages for people that they knew couldn’t afford the home they were buying and then turned around and sold those loans to unsuspecting insurance companies via RMBS structures…the high school janitor making $50,000 a year who suddenly figured […]
Week In Review: How Trump’s Policies Moved Stocks – Sunday, October 29

Week In Review: How Trump’s Policies Moved Stocks – Sunday, October 29

Catch up on the top industries and stocks that were impacted, or were predicted to be impacted, by the comments, actions and policies of President Trump and his administration with this weekly recap compiled by The Fly: 1. CONSTELLATION BRANDS: Responding to investors’ concern over potential risk to Constellation Brands (STZ) if the U.S. withdraws […]
‘Where The Wild Things Are’

‘Where The Wild Things Are’

On Friday evening, we brought you some excerpts from the latest note by Deutsche Bank’s Aleksandar Kocic,in which the best analyst on the Street reminds you that the ECB decision represents a continuation of a regime characterized by a communication loop between central banks and markets. That communication loop (call it “transparency”) effectively makes it impossible for market […]