Category Archive: Finance, No picture
Energy Junk Bonds Tumble, Dragging High Yield Spreads To 2018 Wides
Last weekend we reported that “the world’s most bearish hedge fund”, Horseman Global, had charted a specific path to trade the coming bear market, and it went through one commodity – oil, and one industry – shale. As Clark wrote in his most recent Market View letter, data from the EIA, price action of stocks, and comments and capital market activity “are […]
Aerospace & Defense ETFs: Can The Outperformance Continue?
Video Length: 00:08:50 Aerospace & defense stocks and ETFs had very strong performance last year, thanks mainly to rise in defense spending. Also, synchronized global growth benefitted their commercial aerospace businesses. They continue to outperform the broader market this year as well. A boost in defense budgets in the US and reports of commitment by […]
Oil Outlook: Bearish Momentum Abates Amid Failure To Test August Low
OIL TALKING POINTS Crude slips to a fresh monthly-low ($65.37) even as Nigeria Petroleum Minister Emmanuel Ibe Kachikwu argues $70/bbl is a ‘comfort level’ for the Organization of the Petroleum Exporting Countries (OPEC), but a series of failed attempts to test the August-low ($64.45) may generate a near-term rebound as the bearish momentum starts to abate. OIL OUTLOOK: […]
US Markets – It Won’t Happen Right Away But Global Pressures Will Be The Main Drivers
Richard Postma joins me today to take a close look at the major drivers in the markets. With US markets continuing their shakiness it’s important to understand what will truly drive the markets into next year, to see the major issues look outside of the US and understand just how connected everything is. We also […]
Stock Selection Options By Category
In part 1 of this series titled “How Many Stocks Should I Own?” found here, I focused primarily on how many stocks an investor might need to hold in a stock portfolio for adequate diversification. In this part 2, my focus will shift to category selections. Instead of how many stocks to own, this part 2 […]
Agriculture Markets Report – Tuesday, Oct. 30
A review of the day’s trading in the agriculture markets. Video Length: 00:09:06
Oil And Oil Stocks – Is The Bounce Coming?
Chris Vermeulen, Founder of The Technical Traders shares his thoughts on the US equity markets post-election and Fed meeting as well as the overall oil market. In terms of oil, the price of crude is still making a higher low however, the stocks (look at XLE) are telling a different story. (Audio length 00:11:41)
Iran Replaces China As Top Importer Of US Soybeans
Thanks to Trump’s tariffs, China all but stopped importing US soybeans. Iran picked up much of the volume, cheaply too! Iran was Top U.S. Soybean Buyer in August Agfax reports Iran was Top U.S. Soybean Buyer in August Thanks to Friday’s data from the U.S. Census Bureau, we now know that U.S. soybean exports were up […]
Is The October Sell-Off Overdone, Or Indicative Of A Looming Bear Market?
Audio Length: 00:54:10 A discussion on the sell-off in the equity markets as trade war fears escalate. We take a look at the continued strength of the consumer as reported in the latest GDP reading as well as the UMich Consumer Sentiment reading for October, and while retailers are more or less holding the markets […]
