Mother Nature’s Deflationary Forces
I like free stuff. Free delivery, free wireless, free breakfast… you name it. I think most people share this view, and I know that companies and countries around the world are definitely on board. That’s what makes solar and wind power so interesting. The basic resources are free. Yes, there’s the bit about environmental concerns, […]
Inflation Hysteria(s)
On May 16, 2000, the FOMC gathered around in Washington to debate taking more extreme measures. For nearly a year, Greenspan’s Federal Reserve had been “raising rates” in the now-familiar pattern. Adjusting their target for interest on federal funds, the Committee had by then increased it at all of the five previous policy meetings, each […]
5 Tech Stocks Lifting The Nasdaq ETF To New High
The Nasdaq Composite Index staged a stunning comeback, recouping all losses incurred early last month when the index had slipped into a correction territory. In fact, it hit a record high for the second consecutive session and has been outperforming major indices, which are yet to fully recover from February’s selloff, by a wide margin […]
Why Quanta Services Inc Has A Safe 20% Upside
Infrastructure companies can be a safe play in uncertainty, especially low beta stocks like Quanta Services Inc (NYSE: PWR). Market volatility has risen, but margin debt and market recession flags have not tripped, and economists don’t see one soon either. Quanta’s guidance and order backlog, as well as a history of execution, point to robust […]
Are There Any Good Buying Opportunities Still Left In Tech, Or In Any Industry For That Matter?
Audio Length: 00:47:15 This week, I am joined by Sean Udall, CIO at Quantum Trading Strategies. We review Q4 tech results, with small and mid cap enterprise tech still putting up the biggest beats and finally getting rewarded for it. With inflation likely to rise as interest rates normalize, the group takes a look at […]
Stocks And Precious Metals Charts – Jumping The Shark
The big news was when President Trump fired his Secretary of State Rex Tillerson. Trump and Tillerson disagreed on a number of points, particularly the current accord with Iran, and the general approach of using diplomacy and partnering with allies, rather than beating the war drums and trying to go it alone. I think there are […]
Market Breadth: Foreign Investors Fleeing US Bond Market
Though we’ve seen markets swing a bit recently, we’re still in positive territory for the year. This time on Financial Sense Newshour, we spoke with Dave Nicoski of Vermillion Research for his take on whether recent pullbacks hint at a more significant correction, or if this is just a pause for markets to catch up. Nicoski discusses […]
Bearish Setups – Just In Case
Ugly price action across the board today. SPX is 38 points off the highs, as of this post, and continues to put in lower-lows and lower-highs on the intraday charts. I have yet to add any short positions to the portfolio, but that very well could change tomorrow, should the weakness continue. Below I’ve put […]
The Market Crash Is Underway And Cannot Be Stopped?
There was an intriguing headline on Bloomberg today. Here it is: Investors Hate Leverage Like It’s 2009, According to This Metric. Here’s the main chart of the Bloomberg pure leverage portfolio. The underlying jist of the article is this, Investors have ditched stocks of companies that are highly leveraged, just like back at the height of […]
